Position in CLDT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$30,294
+$8,190 QoQ
Shares Held
2,290
-18.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#140
of 180 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $617,488 across 12 REIT - Hotel & Motel names. CLDT ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
15,259 | $361,787 | |
| 2 | PK |
Park Hotels & Resorts Inc.
|
5,165 | $73,599 | |
| 3 | CLDT |
Chatham Lodging Trust
This page
|
2,290 | $30,294 | |
| 4 | DRH |
DiamondRock Hospitality Co
|
2,285 | $27,830 | |
| 5 | APLE |
Apple Hospitality REIT, Inc.
|
1,631 | $27,415 | |
| 6 | XHR |
Xenia Hotels & Resorts, Inc.
|
1,124 | $22,882 | |
| 7 | PEB |
Pebblebrook Hotel Trust
|
1,174 | $22,785 | |
| 8 | RLJ |
RLJ Lodging Trust
|
1,473 | $17,452 |
All Filings in CLDT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,294 | 2,290 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $22,104 | 2,809 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,420 | 2,852 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,927 | 3,715 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,217 | 3,331 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $42 | 6 | Shares | Sole | 2025-05-13 | |
| 2024-03-31 | $4,478 | 443 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $4,748 | 443 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,239 | 443 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,054 | 540 | Shares | Sole | 2023-08-04 | |
| 2022-09-30 | $1,322 | 134 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,141 | 492 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $6,922 | 502 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $6,886 | 502 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||