CLDT Chatham Lodging Trust
Chatham Lodging Trust (CLDT) Institutional Ownership
What the institutions did with CLDT last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 466.3K | 29.9% |
| Peapod Lane Capital LLC | 424.2K | 27.2% |
| Creative Planning | 77.8K | 5.0% |
| Allspring Global Investments Holdings, LLC | 69.0K | 4.4% |
| Asset Management One Co., Ltd. | 62.4K | 4.0% |
| Sumitomo Mitsui Trust Group, Inc. | 49.6K | 3.2% |
| Y-Intercept (Hong Kong) Ltd | 49.3K | 3.2% |
| Inspire Investing, LLC | 48.0K | 3.1% |
| Mitsubishi UFJ Asset Management Co., Ltd. | 41.0K | 2.6% |
| Pensionfund PDN | 36.0K | 2.3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 35.1K | 2.2% |
| State of Wyoming | 33.5K | 2.1% |
| State of Alaska, Department of Revenue | 24.0K | 1.5% |
| Magnus Financial Group LLC | 20.3K | 1.3% |
| Daiwa Securities Group Inc. | 18.2K | 1.2% |
| EVERGREEN CAPITAL MANAGEMENT LLC | 17.3K | 1.1% |
| Pensionfund Sabic | 15.0K | 1.0% |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12.8K | 0.8% |
| Sterling Capital Management LLC | 12.4K | 0.8% |
| STRS OHIO | 12.1K | 0.8% |
| CITIGROUP INC | 7.8K | 0.5% |
| SIGNATUREFD, LLC | 5.3K | 0.3% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4.2K | 0.3% |
| GAMMA Investing LLC | 2.3K | 0.1% |
| EverSource Wealth Advisors, LLC | 2.3K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Inspire Investing, LLC | Reduced | 167.0K | 48.0K | -119.0K |
| Marquette Asset Management, LLC | Sold Out | 60.6K | 0 | -60.6K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 49.3K | +49.3K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 425.5K | 466.3K | +40.9K |
| Peapod Lane Capital LLC | Reduced | 457.1K | 424.2K | -33.0K |
| CITIGROUP INC | Reduced | 24.3K | 7.8K | -16.5K |
| Sterling Capital Management LLC | Increased | 911 | 12.4K | +11.5K |
| Copeland Capital Management, LLC | Sold Out | 6.3K | 0 | -6.3K |
| STRS OHIO | Increased | 8.6K | 12.1K | +3.5K |
| Allspring Global Investments Holdings, LLC | Increased | 66.3K | 69.0K | +2.7K |
| State of Wyoming | Increased | 31.1K | 33.5K | +2.4K |
| HARBOR CAPITAL ADVISORS, INC. | New | 0 | 1.5K | +1.5K |
| GAMMA Investing LLC | Increased | 946 | 2.3K | +1.4K |
| State of Alaska, Department of Revenue | Increased | 22.8K | 24.0K | +1.3K |
| Farther Finance Advisors, LLC | Increased | 918 | 1.9K | +938 |
| Fortitude Family Office, LLC | Increased | 112 | 987 | +875 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 35.9K | 35.1K | -872 |
| Daiwa Securities Group Inc. | Increased | 17.7K | 18.2K | +505 |
| Sumitomo Mitsui Trust Group, Inc. | Reduced | 50.1K | 49.6K | -503 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Reduced | 41.5K | 41.0K | -496 |
| SJS Investment Consulting Inc. | Increased | 87 | 572 | +485 |
| Magnus Financial Group LLC | Increased | 19.8K | 20.3K | +455 |
| Parallel Advisors, LLC | Increased | 12 | 361 | +349 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 554 | 244 | -310 |
| IFP Advisors, Inc | Reduced | 1.6K | 1.4K | -191 |
| Root Financial Partners, LLC | New | 0 | 171 | +171 |
| Essential Partners LLC | Reduced | 1.2K | 1.0K | -140 |
| Provenance Wealth Advisors, LLC | New | 0 | 138 | +138 |
| Asset Management One Co., Ltd. | Reduced | 62.5K | 62.4K | -130 |
| Clark Wealth Partners | New | 0 | 107 | +107 |
| Cornerstone Planning Group LLC | Sold Out | 74 | 0 | -74 |
| Covestor Ltd | Reduced | 867 | 815 | -52 |
| Blue Trust, Inc. | Increased | 794 | 817 | +23 |
| EverSource Wealth Advisors, LLC | Increased | 2.3K | 2.3K | +22 |
| Wealth Enhancement Trust Services, Inc. | Sold Out | 21 | 0 | -21 |
| NISA INVESTMENT ADVISORS, LLC | New | 0 | 18 | +18 |
| Creative Planning | Reduced | 77.8K | 77.8K | -7 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.