Sequoia Financial Advisors, LLC CLDT — CHATHAM LODGING TR

Ownership history in Sequoia Financial Advisors, LLC  ·  11 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported CHATHAM LODGING TR (CLDT) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows CLDT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CLDT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in CHATHAM LODGING TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CLDT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CLDT stock page Sequoia Financial Advisors, LLC fund profile Sequoia Financial Advisors, LLC full holdings
How Sequoia Financial Advisors, LLC held CLDT — position size vs. price
% of Fund (quarterly)    CLDT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 20,601 +5,578 +37.1% 0.00% $273K 2026-07-17 $13.37
2026 Q1 ADDED — — — 15,023 +769 +5.4% 0.00% $118K 2026-04-30 $8.61
2024 Q4 ADDED — — — 14,254 +217 +1.5% 0.00% $128K 2025-02-07 $8.20
2024 Q3 ADDED — — — 14,037 +694 +5.2% 0.00% $120K 2024-10-21 $7.68
2024 Q2 ADDED — — — 13,343 +337 +2.6% 0.00% $114K 2024-07-15 $8.02
2024 Q1 REDUCED 35.4% -16.6% ✅ 13,006 -7,124 -35.4% 0.00% $131K 2024-04-30 $8.33
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CLDT

As of 2026 Q2 — sorted by position size

Pensionfund PDN 3Y 7Y 0.24% Pensionfund Sabic 3Y 7Y 0.21% Marquette Asset Management, LLC 3Y 7Y 0.1% Magnus Financial Group LLC 3Y 7Y 0.02% Ares Financial Consulting, LLC 0.01% Hilltop National Bank 0.01% Diversified Trust Co 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% Curated Wealth Partners LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0%

FAQ About Sequoia Financial Advisors, LLC and CLDT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning CLDT?

Sequoia Financial Advisors, LLC reported CLDT across 6 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CLDT position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for CLDT was 0.00% in 2024 Q1.

What is the latest reported CLDT position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 20,601 shares, equal to 0.00% of portfolio, with an estimated market value of $273K.

What does the chart on this CLDT ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly CLDT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their CLDT position?

Based on 13F filing dates vs. subsequent CLDT price moves, Sequoia Financial Advisors, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on CLDT relative to SPY over the holding period was -14.7%.

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