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Clipper Realty Inc Reit equities - reit shares owned by UMA Financial Services

Quarter-by-quarter ownership of Clipper Realty Inc Reit equities - reit (CLPR) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Clipper Realty Inc Reit equities - reit

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All positions including Clipper Realty Inc Reit equities - reit held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Clipper Realty Inc Reit equities - reit by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 263 3.80
2025-06-30 $965 263 3.67

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Clipper Realty Inc Reit equities - reit

BlackRock
Vanguard Group
Morgan Stanley
American Financial Group
Geode Capital Management
State Street Corporation
Penserra Capital Management
Amtrust Financial Services
State of New Jersey Common Pension Fund D
Dimensional Fund Advisors
Connor, Clark & Lunn Investment Management
Northern Trust
Renaissance Technologies
Colony
Two Sigma Investments

View all funds holding Clipper Realty Inc Reit equities - reit