Filing Research | CLPR - CLIPPER RLTY INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	Brookwood Investment Group LLC	Shares	136.5KSH	$371.3K
2	B. Riley Wealth Advisors, Inc.	Shares	11.0KSH	$30.7K
3	Abel Hall, LLC	Shares	10.3KSH	$28.1K
4	Curated Wealth Partners LLC	Shares	10.0KSH	$11.5K
5	EverSource Wealth Advisors, LLC	Shares	109SH	$297
6	Allied Private Wealth LLC	Shares	100SH	$283
7	Ares Financial Consulting, LLC	Shares	101SH	$275
8	Farther Finance Advisors, LLC	Shares	36SH	$98
9	True Wealth Design, LLC	Shares	28SH	$77
10	IFP Advisors, Inc	Shares	22SH	$60
11	Fortitude Family Office, LLC	Shares	21SH	$57
12	SJS Investment Consulting Inc.	Shares	5SH	$14

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

13 / 13 loaded

#		Instrument
1	Brookwood Investment Group LLC added	Shares	+24.2K	+$32.1K	$371.3K
2	Curated Wealth Partners LLC new	Shares	+10.0K	+$11.5K	$11.5K
3	Farther Finance Advisors, LLC added	Shares	+33	+$89	$98
4	Fortitude Family Office, LLC new	Shares	+21	+$57	$57
5	True Wealth Design, LLC added	Shares	+17	+$43	$77
6	SJS Investment Consulting Inc. added	Shares	+4	+$10	$14
7	IFP Advisors, Inc trimmed	Shares	-1	-$9	$60
8	Ares Financial Consulting, LLC unchanged	Shares	0	-$23	$275
9	EverSource Wealth Advisors, LLC trimmed	Shares	-72	-$250	$297
10	GAMMA Investing LLC exited	Shares	-110	-$332	$0
11	Abel Hall, LLC trimmed	Shares	-446	-$4.4K	$28.1K
12	B. Riley Wealth Advisors, Inc. trimmed	Shares	-463	-$4.6K	$30.7K
13	Police & Firemen's Retirement System of New Jersey exited	Shares	-4.5K	-$13.7K	$0

Filing Research | CLPR - CLIPPER RLTY INC Institutional Holdings