Private Wealth Management Group, LLC
Position in CLPR — Clipper Realty Inc.
CIK 2011342
PRINCETON, NJ
Position in CLPR
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$434
-$116 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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 Jun 30, 2026Private Wealth Management Group, LLC holds $40,350 across 11 REIT - Residential names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
203 | $13,789 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
42 | $5,835 | |
| 3 | BRT |
BRT Apartments Corp.
|
336 | $5,164 | |
| 4 | INVH |
Invitation Homes Inc.
|
145 | $4,380 | |
| 5 | 47 | $3,207 | |||
| 6 | UDR |
UDR, Inc.
|
76 | $3,033 | |
| 7 | CSR |
Centerspace
|
34 | $1,910 | |
| 8 | CPT |
Camden Property Trust
|
10 | $1,144 |
All Filings in CLPR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $434 | 144 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $550 | 144 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $547 | 144 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $528 | 144 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,121 | 292 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,337 | 292 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,664 | 292 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $570 | 158 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||