Pinnacle Wealth Planning Services, Inc.
Position in CLPR — Clipper Realty Inc.
CIK 1726752
MANSFIELD, OH
Position in CLPR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$7,990
-$56,812 QoQ
Shares Held
2,646
-84.4% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CLPR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $578,846 across 17 REIT - Residential names. CLPR ranks #11 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
7,656 | $214,368 | |
| 2 | IRT |
Independence Realty Trust, Inc.
|
6,667 | $99,271 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
233 | $56,386 | |
| 4 | AVB |
Avalonbay Communities Inc
|
211 | $34,466 | |
| 5 | VRE |
Veris Residential, Inc.
|
1,767 | $33,343 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
273 | $33,338 | |
| 7 | BRT |
BRT Apartments Corp.
|
1,986 | $26,493 | |
| 8 | UDR |
UDR, Inc.
|
732 | $24,726 |
All Filings in CLPR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,990 | 2,646 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $64,802 | 16,964 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $80,590 | 21,208 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $77,833 | 21,208 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $75,336 | 19,619 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $95,758 | 20,908 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $198,308 | 34,791 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $65,593 | 18,170 | Shares | Sole | 2024-08-09 | |
| 2023-09-30 | $87,314 | 16,856 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $111,818 | 19,721 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||