Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

CHATHAM LODGING TR (CLDT)

157 + Investors. Track Smart Money conviction in CLDT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — CLDT

Based on 157 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CLDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
157 hedge funds hold CLDT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CLDT is almost the same as a year ago (-2 funds, -1% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 46% buying

68 buying79 selling
Last quarter: 79 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new CLDT position: 24 → 20 → 17 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

71% of holders stayed for 2+ years

71% conviction (2yr+) 14% medium 15% new
111 out of 157 hedge funds have held CLDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~25 new funds/quarter

26 → 24 → 20 → 17 → 25 new funds/Q
New funds entering each quarter: 24 → 20 → 17 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

73% veterans 8% 1-2yr 19% new
Of 157 current holders: 115 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
28 of 157 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: CLDT

How many hedge funds hold CLDT — quarterly history vs. share price
Quarterly hedge fund ownership of CLDT vs. share price

Market Analysis: CLDT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CLDT

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: CLDT
2026 Q1 Stats Unlock in 22 days 157 + Investors

Track Smart Money conviction in CLDT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 157 154 1.95%
13F Shares 44M 44M -0.77%
Total Value $295M $294M 0.55%
New Positions 25 17 +8
Increased Positions 43 55 -12
Closed Positions 22 19 +3
Reduced Positions 58 55 +3
Total Calls 0 0 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLDT

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Financial Highlights

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Institutional Holders (2026 Q1)

157 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CLDT. Verified SEC 13F-HR filings.

Top 22 institutional holders of CLDT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Pensionfund PDN 0.16% 36,000
2 Pensionfund Sabic 0.14% 15,000
3 Ares Financial Consulting, LLC 0.01% 833 $7K
4 Hilltop National Bank 0.00% 2,000 $16K
5 Diversified Trust Co 0.00% 18,861 $148K
6 State of Alaska, Department of Revenue 0.00% 22,754
7 Versant Capital Management, Inc 0.00% 1,311 $10K
8 Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% 12,827 $101K
9 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 29,594 $235K
10 True Wealth Design, LLC 0.00% 149 $1K
11 GAMMA Investing LLC 0.00% 873 $7K
12 STRS OHIO 0.00% 8,600 $68K
13 SIGNATUREFD, LLC 0.00% 2,222 $17K
14 Sterling Capital Management LLC 0.00% 1,543 $12K
15 IFP Advisors, Inc 0.00% 1,270 $10K
16 MassMutual Private Wealth & Trust, FSB 0.00% 759 $6K
17 Blue Trust, Inc. 0.00% 803 $6K
18 SJS Investment Consulting Inc. 0.00% 72
19 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 4,213
20 Farther Finance Advisors, LLC 0.00% 859 $7K
21 Sound Income Strategies, LLC 0.00% 158 $1K
22 Root Financial Partners, LLC 0.00% 53
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — CHATHAM LODGING TR (CLDT)

What does the Smart Money Trend signal show for CLDT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CLDT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CLDT?

More sellers than buyers — 46% buying: Last quarter: 79 funds reduced or exited vs 68 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CLDT holders?

Strong quality — 38% AUM from major funds: 28 of 157 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CLDT?

71% of holders stayed for 2+ years: 111 out of 157 hedge funds have held CLDT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.