Filing Research | CLDT - CHATHAM LODGING TR Institutional Holdings

Snapshot holdings

29 / 29 loaded

#		Instrument	quantity
1	Marquette Asset Management, LLC	Shares	60.6KSH	$802.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	35.9KSH	$462.3K
3	Diversified Trust Co	Shares	23.0KSH	$303.9K
4	Sequoia Financial Advisors, LLC	Shares	20.6KSH	$272.6K
5	Magnus Financial Group LLC	Shares	19.8KSH	$262.5K
6	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	17.3KSH	$229.2K
7	Police & Firemen's Retirement System of New Jersey	Shares	14.3KSH	$188.7K
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	12.8KSH	$169.7K
9	SIGNATUREFD, LLC	Shares	5.3KSH	$70.6K
10	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$30.3K
11	Hilltop National Bank	Shares	2.0KSH	$26.5K
12	IFP Advisors, Inc	Shares	1.6KSH	$21.3K
13	Versant Capital Management, Inc	Shares	1.3KSH	$17.3K
14	GAMMA Investing LLC	Shares	946SH	$12.5K
15	Farther Finance Advisors, LLC	Shares	918SH	$12.2K
16	Ares Financial Consulting, LLC	Shares	833SH	$11.0K
17	Curated Wealth Partners LLC	Shares	10.0KSH	$10.8K
18	Blue Trust, Inc.	Shares	794SH	$10.5K
19	MassMutual Private Wealth & Trust, FSB	Shares	554SH	$7.3K
20	LRI Investments, LLC	Shares	220SH	$2.9K
21	True Wealth Design, LLC	Shares	141SH	$1.9K
22	Fortitude Family Office, LLC	Shares	112SH	$1.5K
23	SJS Investment Consulting Inc.	Shares	87SH	$1.2K
24	Pensionfund PDN	Shares	36.0KSH	$476
25	State of Alaska, Department of Revenue	Shares	22.8KSH	$300
26	Wealth Enhancement Trust Services, Inc.	Shares	21SH	$278
27	Pensionfund Sabic	Shares	15.0KSH	$198
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	4.2KSH	$56
29	Hughes Financial Services, LLC	Shares	1SH	$13

Manager changes2026-06-30 vs 2026-03-31

30 / 30 loaded

#		Instrument
1	Marquette Asset Management, LLC new	Shares	+60.6K	+$802.1K	$802.1K
2	Magnus Financial Group LLC new	Shares	+19.8K	+$262.5K	$262.5K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+6.4K	+$227.3K	$462.3K
4	Diversified Trust Co added	Shares	+4.1K	+$155.5K	$303.9K
5	Sequoia Financial Advisors, LLC added	Shares	+5.6K	+$154.3K	$272.6K
6	Police & Firemen's Retirement System of New Jersey added	Shares	+3.4K	+$103.4K	$188.7K
7	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$92.9K	$229.2K
8	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$68.8K	$169.7K
9	SIGNATUREFD, LLC added	Shares	+3.1K	+$53.1K	$70.6K
10	IFP Advisors, Inc added	Shares	+340	+$11.3K	$21.3K
11	Curated Wealth Partners LLC new	Shares	+10.0K	+$10.8K	$10.8K
12	Hilltop National Bank unchanged	Shares	0	+$10.7K	$26.5K
13	EverSource Wealth Advisors, LLC trimmed	Shares	-519	+$8.2K	$30.3K
14	Versant Capital Management, Inc unchanged	Shares	0	+$7.0K	$17.3K
15	GAMMA Investing LLC added	Shares	+73	+$5.6K	$12.5K
16	Farther Finance Advisors, LLC added	Shares	+59	+$5.4K	$12.2K
17	Ares Financial Consulting, LLC unchanged	Shares	0	+$4.5K	$11.0K
18	Blue Trust, Inc. trimmed	Shares	-9	+$4.2K	$10.5K
19	Fortitude Family Office, LLC new	Shares	+112	+$1.5K	$1.5K
20	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-205	+$1.4K	$7.3K
21	LRI Investments, LLC unchanged	Shares	0	+$1.2K	$2.9K
22	True Wealth Design, LLC trimmed	Shares	-8	+$693	$1.9K
23	SJS Investment Consulting Inc. added	Shares	+15	+$585	$1.2K
24	Wealth Enhancement Trust Services, Inc. new	Shares	+21	+$278	$278
25	Pensionfund PDN unchanged	Shares	0	+$193	$476
26	State of Alaska, Department of Revenue unchanged	Shares	0	+$122	$300
27	Pensionfund Sabic unchanged	Shares	0	+$80	$198
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM unchanged	Shares	0	+$23	$56
29	Hughes Financial Services, LLC new	Shares	+1	+$13	$13
30	Sound Income Strategies, LLC exited	Shares	-158	-$1.2K	$0