Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Chatham Lodging Tr (CLDT)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
64%

Smart Money Signals — CLDT

Based on 169 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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 (100% of max)

100% of all-time peak
169 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 buyers than sellers — 64% buying

92 buying52 selling
Last quarter: 92 funds were net buyers (22 opened a brand new position + 70 added to an existing one). Only 52 were sellers (36 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 17 → 25 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 14% medium ■ 18% new
114 out of 169 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.
📈

Growing discovery — still being found

25 → 21 → 17 → 25 → 22 new funds/Q
New funds entering each quarter: 21 → 17 → 25 → 22. A growing number of institutions are discovering CLDT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 169 current holders: 120 (71%) 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 — 29% AUM from major funds

29% from top-100 AUM funds
39 of 169 holders rank in the top 100 by AUM, accounting for 29% 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.

Institutional Sentiment Summary — CLDT

In 2026 Q1, 92 hedge funds were net buyers of CLDT (22 opened a new position, 70 added to an existing one), while 52 reduced or exited (36 trimmed, 16 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 29% of total institutional value in CLDT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 169.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Chatham Lodging Tr (CLDT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CLDT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CLDT
+63.4%
XLRE
+11.1%

CLDT outperformed XLRE by +52.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CLDT
+30.4%
XLRE
+4.9%

Since the filing became public, CLDT outperformed XLRE by +25.5% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: CLDT
167 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 167 163 2.45%
13F Shares 41M 44M -5.87%
Total Value $314M $298M 5.22%
New Positions 20 25 -5
Increased Positions 70 44 +26
Closed Positions 16 21 -5
Reduced Positions 36 62 -26
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: CLDT

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Institutional Holders (2026 Q1)

167 + investors

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

QUARTER:
Top 25 CLDT holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Peapod Lane Capital LLC 2.90% 450,021 $3.5M
2 Verdad Advisers, LP 1.24% 140,000 $1.1M
3 Aegis Financial Corp 0.92% 678,530 $5.3M
4 Donald Smith & CO., INC. 0.66% 4,656,442 $36.6M
5 Dimension Capital Management LLC 0.44% 398,085 $3.1M
6 Perry Creek Capital LP 0.32% 65,011 $512K
7 Engine Capital Management, LP 0.19% 200,000 $1.6M
8 Kennedy Capital Management LLC 0.14% 825,384 $6.5M
9 Blackstone Inc. 0.05% 1,621,000 $12.8M
10 Globeflex Capital L P 0.05% 40,061 $315K
11 Martingale Asset Management L P 0.04% 226,149 $1.8M
12 Lighthouse Investment Partners, LLC 0.04% 155,000 $1.2M
13 Fuller & Thaler Asset Management, INC. 0.04% 1,567,943 $12.3M
14 Fox Run Management, L.L.C. 0.04% 29,800 $233K
15 Cambria Investment Management, L.P. 0.03% 79,562 $626K
16 Henshaw Capital LLC 0.03% 10,784 $237K
17 DGS Capital Management, LLC 0.02% 12,959 $102K
18 AdvisorShares Investments LLC 0.02% 11,400 $90K
19 Renaissance Technologies LLC 0.01% 919,075 $7.2M
20 Panagora Asset Management Inc 0.01% 374,411 $2.9M
21 Jacobs Levy Equity Management, Inc 0.01% 252,987 $2.0M
22 Macquarie Group Ltd 0.01% 171,808 $1.4M
23 Belpointe Asset Management LLC 0.01% 26,869 $211K
24 State of Wyoming 0.01% 6,382 $50K
25 Arrowstreet Capital, Limited Partnership 0.01% 1,223,894 $9.6M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 buyers than sellers — 64% buying: Last quarter: 92 funds were net buyers (22 opened a brand new position + 70 added to an existing one). Only 52 were sellers (36 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for CLDT holders?

Strong quality — 29% AUM from major funds: 39 of 169 holders rank in the top 100 by AUM, accounting for 29% 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?

67% of holders stayed for 2+ years: 114 out of 169 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.

Is it too late to buy Chatham Lodging Tr (CLDT) following the 2026 Q1 hedge fund 13F filings?

As of today, CLDT has moved +30.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of +25.5%. Since the quarter end (March 31, 2026), CLDT has gained +63.4% vs +11.1% for XLRE. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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.

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