Position in CLDT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,309
+$1,187 QoQ
Shares Held
99
+450.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 180 holders
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLDT Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026Clearstead Advisors, LLC holds $230,142 across 13 REIT - Hotel & Motel names. CLDT ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEB |
Pebblebrook Hotel Trust
|
7,739 | $150,213 | |
| 2 | HST |
Host Hotels & Resorts, Inc.
|
2,450 | $58,089 | |
| 3 | XHR |
Xenia Hotels & Resorts, Inc.
|
416 | $8,469 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
38 | $4,884 | |
| 5 | APLE |
Apple Hospitality REIT, Inc.
|
103 | $1,731 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
122 | $1,485 | |
| 7 | PK |
Park Hotels & Resorts Inc.
|
96 | $1,368 | |
| 8 | CLDT |
Chatham Lodging Trust
This page
|
99 | $1,309 |
All Filings in CLDT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309 | 99 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $122 | 18 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $724 | 108 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,658 | 238 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||