CLDT CHATHAM LODGING TRUST
XNYS 16.26 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
CLDT
$16.26
—
What changed
Recent filings, trades and movesKey stats
$16.26
- 52-Week Range
- $6.38 – $16.61
- YTD
- +139.12%
- IV Rank (30D)
- 45.09
- Straddle Price
- $2.23
- P/C Vol Ratio
- 0.23
- Market Cap
- $0.8B
- Open
- $16.21
- Day Range
- $15.66 – $16.28
- Volume
- 377,501
- Prev Close
- $16.22
Fair Value
+50.0% vs price
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.88% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.39% (VRP-adj) |
| WACC | 8.95% |
| Volatility Risk Premium | +94.4pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 1.1% |
| Rev. Growth (YoY, DCF input) | +30.0% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 1.1% |
| Book / Price | 97.9% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 76.1% |
| FCF Margin (TTM) | 20.2% |
| Debt / Equity | 0.53 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +4.8% (reverse-DCF on current price) |
| SMA 50 | $13.96 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $14.93 |
| Bollinger Width / SMA20 | 20.4% (drives anchor stability) |
| Net Debt | $0.4B |
| Market Cap | $1B |
Peers used for multiples: APLE, DRH, GLPI, HIW, HST, PEB, VICI, WELL
Blended Fair Value
$35.40
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $112.49 | 21% | |
| DDM (Gordon) | $9.54 | 17% | |
| Peer P/E | $3.27 | 5% | median 18.6× · 7 peers |
| Peer EV/EBITDA | $17.62 | 6% | median 12.8× · 8 peers |
| Peer P/B | $27.16 | 8% | median 1.7× · 8 peers |
| Peer P/S | $25.96 | 8% | median 3.6× · 8 peers |
| Market Anchor (SMA50) | $13.96 | 35% | stability 85% (BB-width) |
| Options Expected (B-L 30d) | $16.27 | 0% | 6 strikes · skew +0.17 |
As of 2026-11-13 · updated
Related
About
- Industry (SIC)
- REAL ESTATE INVESTMENT TRUSTS (6798) · industry map
- Exchange
- XNYS
- Market Cap
- $0.8B
- Employees
- 16
- List Date
- 2010-04-16
- CIK
- 0001476045
- Last Earnings
- Nov 5 before open · +0.8% vs ±13.0% expected
- Next Earnings
- ~Feb 24, 2027 (estimated)
- Headquarters
- West Palm Beach, FL
- Homepage
- https://www.chathamlodgingtrust.com
Chatham Lodging Trust is a U.S.-based real estate investment trust that invests in upscale extended-stay hotels. The firm operates across various states in the U.S., including California, New York, Texas, Florida, Minnesota, Massachusetts, and Pennsylvania, among others. Substantially all of the company's assets are held and operated by its operating partnership, Chatham Lodging, LP. Chatham Lodging LP and its subsidiaries lease the overall company's hotels. Chatham's revenue streams include room, food and beverage, and other. The room comprises the majority of its total revenue. Chatham's hot…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | 2.39% | -3.14% | 20.83% | -3.40% | -0.57% | 4.56% | 3.44% |
| Feb | 26.52% | 4.09% | -13.03% | -4.05% | -6.91% | 6.49% | 2.19% |
| Mar | -4.57% | 4.31% | -15.74% | -2.69% | -12.30% | 3.01% | -4.66% |
| Apr | 1.76% | 2.57% | -2.48% | -8.30% | -3.78% | 11.00% | 0.13% |
| May | -8.35% | -7.95% | -8.92% | -7.34% | 2.59% | 23.86% | -1.02% |
| Jun | -4.67% | -19.80% | 0.97% | -2.29% | -1.97% | 22.84% | -0.82% |
| Jul | -5.90% | 16.14% | -2.04% | 5.14% | -5.80% | 3.21% | 1.79% |
| Aug | 1.69% | 0.08% | 3.60% | -1.27% | 14.74% | -0.91% | 2.99% |
| Sep | -0.57% | -16.99% | -2.15% | 1.31% | -10.89% | 2.29% | -4.50% |
| Oct | -0.47% | 26.29% | -3.95% | -6.84% | -3.18% | 8.78% | 3.44% |
| Nov | -10.11% | 2.30% | 6.22% | 17.18% | 4.47% | 8.33%* | 4.73% |
| Dec | 17.06% | -8.23% | 6.03% | -2.72% | 1.34% | -- | 2.70% |
| Total | 9.52% | -8.90% | -14.69% | -16.37% | -22.45% | 138.80% | 14.32% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $15.04
SMA 50: $14.03
SMA 200: $11.35
Current: $16.26
EMA 12: $15.62
EMA 26: $14.98
MACD: 0.6452 | Signal: 0.1202
BULLISH
ADX (14): 42.33
STRONG TREND
+DI: 30.75
−DI: 13.57
Momentum Oscillators
RSI (14): 77.74
OVERBOUGHT
Stoch %K: 87.89
Stoch %D: 90.41
Williams %R: -13.54
Volume & Volatility
BB Upper: $16.61
BB Lower: $13.47
NEUTRAL
OBV: 12,179,632
Vol SMA 20: 620,542
Vol ROC: 34.77%
ATR: $0.48
True Range: $0.62
HV 20: 21.8%
HV 30: 20.8%
HV 60: 22.8%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-15T00:00:00 – 2026-11-13T00:00:00
AI Analysis
Written before CLDT’s Nov 5 earnings report, so it doesn’t reflect the results.
LLM Stock Analysis Report
SYMBOL: CLDT CURRENT PRICE: $10.96
Executive Summary
Overall assessment: NEUTRAL (6/10)
Key drivers:
- Bullish momentum signals from technical indicators, including MACD and RSI
- Positive recent news sentiment, with most headlines neutral or positive
Primary risks:
- Overbought conditions, as indicated by RSI above 70
- Potential for mean reversion, given the distance of price from SMA 200
Investment thesis: CLDT is experiencing a short-term uptrend, driven by positive fundamental news and technical momentum. However, the stock is overbought and may be due for a correction.
Recent news sentiment impact:
- The recent negative EPS report has not had a significant impact on the stock price, as other positive news headlines have balanced it out.
- The overall sentiment remains neutral to positive, which supports the current uptrend.
Technical Analysis
Trend Direction:
- Short-term (1-4 weeks): Uptrend
- Medium-term (1-3 months): Uptrend
- Long-term (3-12 months): Trendless
Support/Resistance Levels:
- SMA 20: $9.80 (support)
- SMA 50: $8.86 (support)
- Upper Bollinger Band: $11.34 (resistance)
Momentum Signals:
- RSI interpretation: Overbought (>70), potential sell signal
- MACD signal: Bullish momentum, indicating continued uptrend
- Bollinger Bands position: Squeeze, indicating overbought conditions
Volume Analysis:
- Volume trends: Decreasing volume on the recent price increase
- Institutional interest signals: No unusual activity or order flow imbalances detected
News & Sentiment Analysis
Recent Headlines Summary:
- Chatham Lodging's EPS drops 30%, but Q1 FFO tops estimates (neutral sentiment)
- Positive earnings and revenue estimates for Q4 and Q1, with some negative commentary on EPS
Sentiment Assessment: Neutral to positive overall, with a slight bias towards bullishness
Catalyst Identification:
- Upcoming earnings reports may provide additional insights into the company's performance
- Regulatory changes or industry trends could impact the stock's long-term direction
Risk & Volatility Assessment
Beta Interpretation:
- Beta: 0.94 (vs SPY), indicating moderate volatility and a relatively stable relationship with the market
Volatility Regime: Moderate, with historical volatility levels suggesting a possible mean reversion
Options Market Signals:
- IV rank: 42.0% (Medium - shows if volatility is historically high/low)
- Current IV: 108.9% (indicating overbought conditions)
- Expected Move: $1.20 (22 DTE), with some bullish sentiment detected in options activity
Downside Protection: Support levels at SMA 20 and SMA 50, with possible mean reversion opportunities if price corrects
Market Context & Positioning
Sector Performance: CLDT is outperforming the broader market and its sector peers
Institutional Activity: No unusual institutional interest or order flow imbalances detected
Correlation Analysis: Moderate correlation with the overall market (R-squared interpretation)
Relative Valuation: The stock is trading within a relatively tight range, with some room for upside growth
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $9.80 (support)
- Upper Bollinger Band: $11.34 (resistance)
Breakout/Breakdown Levels: None detected at this time
Time-Sensitive Catalysts: Upcoming earnings reports and regulatory changes could impact the stock's short-term direction
Risk Management: Stop-loss levels should be set around SMA 20, with position sizing considerations based on the company's recent performance
Generated
News
All CLDT news →
Business travel recovery lifted occupancy and raised full-year guidance.
Earnings History
19 of 20 under expected move
Avg Expected Move
12.88%
Avg Actual Move
2.61%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-24 | Pre-Market | 12.41% | 4.51% | 0.36x | Within |
| 2021-05-04 | Pre-Market | 2.92% | 6.54% | 2.24x | Exceeded |
| 2021-08-03 | Pre-Market | 6.36% | 2.88% | 0.45x | Within |
| 2021-11-04 | Pre-Market | 2.08% | 1.70% | 0.82x | Within |
| 2022-05-04 | Pre-Market | 4.01% | 0.66% | 0.16x | Within |
| 2023-05-04 | Pre-Market | 6.80% | 1.28% | 0.19x | Within |
| 2023-08-02 | Pre-Market | 19.28% | 1.27% | 0.07x | Within |
| 2023-11-02 | Pre-Market | 10.72% | 6.75% | 0.63x | Within |
| 2024-02-27 | Pre-Market | 8.09% | 2.53% | 0.31x | Within |
| 2024-05-06 | Pre-Market | 14.71% | 1.74% | 0.12x | Within |
| 2024-08-02 | Pre-Market | 16.44% | 0.81% | 0.05x | Within |
| 2024-11-07 | Pre-Market | 18.13% | 8.68% | 0.48x | Within |
| 2025-02-26 | Pre-Market | 18.23% | 1.85% | 0.10x | Within |
| 2025-05-06 | Pre-Market | 20.33% | 0.29% | 0.01x | Within |
| 2025-08-06 | After-Close | 19.82% | 0.29% | 0.01x | Within |
| 2025-11-05 | Pre-Market | 28.52% | 1.09% | 0.04x | Within |
| 2026-02-25 | After-Close | 13.51% | 5.68% | 0.42x | Within |
| 2026-05-07 | After-Close | 5.77% | 0.40% | 0.07x | Within |
| 2026-08-04 | Pre-Market | 16.54% | 2.51% | 0.15x | Within |
| 2026-11-05 | Pre-Market | 13.02% | 0.80% | 0.06x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
CLDT Options Activity & IV Rank
CLDT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 56.7%
7-DTE IV: 101.8%
Expected Move: $2.23
7-DTE Move: $2.02
Days to Exp: 35 (2026-12-18)
Options Flow · All expiries
Call Volume: 118
Put Volume: 27
P/C Volume: 0.229
BULLISH
Call OI: 307
Put OI: 29
P/C OI: 0.094
Total OI: 336
ATM Options Pricing
ATM Call: $0.38
ATM Put: $1.85
Call %: 2.3%
Put %: 11.4%
Chain Summary
Chain Volume: 145
Chain OI: 336
Last Updated: 11/13/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 43rd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
43%
vs own history
GEX tilt
+0.67
OI-weighted, today
Vanna tilt
+0.09
δ-sensitivity to IV
Charm tilt
+0.04
δ-decay vs time
? What is this?
· 4 ATM contracts, 0k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Put vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Call vs ATM
IV(call wing) − IV(ATM), in vol pointsThe same measure on the upside: how the OTM call is priced against the at-the-money strike.
- Negative (typical) — calls trade below ATM for most stocks and indices, so the sign alone says little.
- Percentile vs own history: high = upside calls unusually rich for this name (squeezes, takeover talk, commodity supply scares); low = calls cheaper than usual.
Reading them together
Put or call vs ATM tells you how expensive that tail is. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d put
—
—
pts
EXTREME
as of Nov 13 · No data
30 DTE / 10d put
—
—
pts
EXTREME
as of Nov 13 · ATM 54.4% / Put —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)25.5MediumNov 13
IV Rank (30 DTE)45.1MediumNov 13
Straddle Price (30 DTE)$2.23Nov 13
Beta Analysis
Risk Metrics
Beta: 0.4597
Alpha: 88.03%
Correlation: 0.2036
R-Squared: 4.1%
Stock Volatility: 30.8%
Market Volatility: 13.6%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own CLDT
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $11.5M | #981 of 3138 | -5.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $2.7M | #2413 of 3716 | +180.5% | 13F | |
| Citadel Hedge fund Ken Griffin | $453K | #4572 of 6285 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $2K | #4443 of 4729 | -38.8% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
CLDT Institutional Ownership (13F)
Filings for 2026-06-30 · 63 already for 2026-09-30
? 13F Guide
Diluted shares outstanding: 48,773,815 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|
| # | Filer | Notional Value | % of Total | Period |
|---|
CLDT Insider Trading (Form 4)
Latest: 2026-09-14Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-14 | William P Brown | Director | Award (A) | +5,000 | — | EDGAR | |
| 2026-03-03 | Jeffrey H Fisher | President and CEO | Grant (A) | +137,484 RSU | — | EDGAR | |
| 2026-03-03 | Dennis M Craven | EVP & COO | Grant (A) | +67,446 RSU | — | EDGAR | |
| 2026-03-03 | Jeremy Bruce Wegner | CFO | Grant (A) | +41,505 RSU | — | EDGAR | |
| 2026-01-16 | David Grissen | Director | Award (A) | +15,515 | $6.93 | $107.5K | EDGAR |
| 2026-01-16 | Rolf E Ruhfus | Director | Award (A) | +11,546 | $6.93 | $80.0K | EDGAR |
| 2026-01-16 | Ethel Isaacs Williams | Director | Award (A) | +11,546 | $6.93 | $80.0K | EDGAR |
| 2026-01-16 | Edwin B Brewer JR | Director | Award (A) | +13,842 | $6.93 | $80.0K | EDGAR |
| 2026-01-16 | Mary Elizabeth Higgins | Director | Award (A) | +11,546 | $6.93 | $80.0K | EDGAR |
| 2025-03-03 | Dennis M Craven | EVP & Chief Operating Officer | Grant (A) | +100,608 RSU | — | EDGAR | |
| 2025-03-03 | Jeffrey H Fisher | Chairman, President and CEO | Grant (A) | +205,082 RSU | — | EDGAR | |
| 2025-03-03 | Jeremy Bruce Wegner | Chief Financial Officer | Grant (A) | +61,913 RSU | — | EDGAR | |
| 2025-01-16 | Mary Elizabeth Higgins | Director | Award (A) | +8,754 | $9.14 | $80.0K | EDGAR |
| 2025-01-16 | David Grissen | Director | Award (A) | +11,763 | $9.14 | $107.5K | EDGAR |
| 2025-01-16 | Rolf E Ruhfus | Director | Award (A) | +8,754 | $9.14 | $80.0K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
CLDT Insider Holdings
10 insiders · @ $16.26
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Jeffrey H Fisher | President and CEO | 847,433 | $13.78M | $23.59M | 50 | 2026-03-03 |
| 2 | Dennis M Craven | EVP & COO | 110,943 | $1.80M | $388.0K | 36 | 2026-03-03 |
| 3 | Robert D Perlmutter | Director | 108,662 | $1.77M | $115.3K | 23 | 2025-01-16 |
| 4 | Rolf E Ruhfus | Director | 70,129 | $1.14M | $0 | 17 | 2026-01-16 |
| 5 | Edwin B Brewer JR | Director | 62,576 | $1.02M | $379.3K | 12 | 2026-01-16 |
| 6 | Mary Elizabeth Higgins | Director | 49,782 | $809.5K | $0 | 8 | 2026-01-16 |
| 7 | David Grissen | Director | 46,987 | $764.0K | $0 | 6 | 2026-01-16 |
| 8 | Ethel Isaacs Williams | Director | 37,009 | $601.8K | -$34.0K | 9 | 2026-01-16 |
| 9 | Jeremy Bruce Wegner | CFO | 8,949 | $145.5K | $0 | 15 | 2026-03-03 |
| 10 | William P Brown | Director | 5,000 | $81.3K | $0 | 1 | 2026-09-14 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
CLDT Board & Officers
As of SEC filings through Sep 14, 2026Directors 7
- Rolf E Ruhfus · since Apr 21, 2010
- Jeffrey H Fisher · on file since Apr 2010
- Edwin B Brewer JR · since Jan 11, 2017
- Mary Elizabeth Higgins · since Dec 26, 2018
- Ethel Isaacs Williams · since Aug 10, 2021
- David Grissen · on file since Aug 2021
- William P Brown · since Sep 10, 2026
Officers 3
- Jeffrey H Fisher · Chairman, President and CEO · on file since Apr 2010
- Jeremy Bruce Wegner · Chief Financial Officer · since Jun 1, 2015
- Dennis M Craven · EVP & Chief Operating Officer · listed since Jan 2016
Changes in the last 10 years (7)
| Sep 10, 2026 | William P Brown became a director |
| Mar 17, 2025 | The company announced the departure of Robert D Perlmutter from the board in an SEC filing |
| Feb 22, 2023 | The company announced the departure of Thomas J Crocker from the board in an SEC filing |
| Aug 16, 2021 | David Grissen first on file as a director |
| Aug 10, 2021 | Ethel Isaacs Williams became a director |
| Dec 26, 2018 | Mary Elizabeth Higgins became a director |
| Jan 11, 2017 | Edwin B Brewer JR became a director |
Not reported recently (5)
- Jack P Deboer · Last reported as a director in an SEC filing dated Jan 19, 2021
- Peter Willis · Last reported as EVP & Chief Investment Officer in an SEC filing dated Mar 3, 2020
- C Gerald Goldsmith · Last reported as a director in an SEC filing dated May 13, 2019
- Miles L Berger · Last reported as a director in an SEC filing dated Jan 16, 2019
- Glen R Gilbert · Last reported as a director in an SEC filing dated Jan 17, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
Recent SEC Filings
Latest: 2026-11-05
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
ETF Holders
41 ETFs hold CLDT
25 shown · $108.12M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VNQ Vanguard Real Estate ETF | Vanguard | 0.03% | $22.4M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $19.6M | $76.8B | 2026-11-12 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $17.8M | — | 2026-09-30 |
| 4 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $7.0M | — | 2026-09-30 |
| 5 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.05% | $6.8M | $13.9B | 2026-11-12 |
| 6 | PFF iShares Preferred and Income Securities ETF | iShares (BlackRock) | 0.05% | $5.4M | $11.3B | 2026-11-12 |
| 7 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $3.5M | — | 2026-09-30 |
| 8 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.01% | $2.9M | — | 2026-08-31 |
| 9 | FSMD Fidelity Small-Mid Multifactor ETF | Fidelity | 0.11% | $2.6M | $2.5B | 2026-11-12 |
| 10 | USRT iShares Core U.S. REIT ETF | iShares (BlackRock) | 0.06% | $2.6M | $4.3B | 2026-11-12 |
| 11 | DFAR Dimensional US Real Estate ETF | Dimensional | 0.03% | $2.6M | — | 2026-11-12 |
| 12 | FDLS Inspire Fidelis Multi Factor ETF | Nport | 0.94% | $2.4M | — | 2026-08-31 |
| 13 | IWC iShares Micro-Cap ETF | iShares (BlackRock) | 0.18% | $2.2M | $1.2B | 2026-11-12 |
| 14 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.6M | $95.8B | 2026-11-12 |
| 15 | DFGR Dimensional Global Real Estate ETF | Dimensional | 0.04% | $1.6M | $4.0B | 2026-11-12 |
| 16 | BLDG Cambria Global Real Estate ETF | Nport | 1.96% | $1.3M | — | 2026-07-31 |
| 17 | GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | Goldman | 0.12% | $1.3M | $1.1B | 2026-11-12 |
| 18 | AFSM First Trust Active Factor Small Cap ETF | First Trust | 0.62% | $926,600 | $148.8M | 2026-11-12 |
| 19 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.01% | $829,929 | $6.9B | 2026-11-12 |
| 20 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.03% | $718,535 | — | 2026-06-30 |
| 21 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.04% | $558,602 | — | 2026-09-30 |
| 22 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.02% | $496,316 | — | 2026-07-31 |
| 23 | SCHB Schwab U.S. Broad Market ETF | Nport | 0.00% | $405,728 | — | 2026-08-31 |
| 24 | AIMS Acuitas Small Cap Active ETF | Nport | 0.39% | $352,381 | — | 2026-06-30 |
| 25 | RSSL Global X Russell 2000 ETF | Global X | 0.03% | $347,411 | — | 2026-11-13 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
101.63
TTM Diluted EPS
$0.16
TTM Revenue
$313.97M
TTM Net Income
$7.83M
TTM Op. Cash Flow
$80.06M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $90.92M | $5.27M | $0.11 | $28.87M |
| Q2 '26 | 2026-06-30 | $87.80M | $6.23M | $0.13 | $25.60M |
| Q1 '26 | 2026-03-31 | $67.50M | $-6.29M | $-0.13 | $13.34M |
| Q4 '25 | 2025-12-31 | $67.74M | $2.62M | $0.05 | $12.25M |
| Q3 '25 | 2025-09-30 | $78.41M | $1.54M | $0.03 | $25.57M |
| Q2 '25 | 2025-06-30 | $80.29M | $3.39M | $0.07 | $22.06M |
| Q1 '25 | 2025-03-31 | $68.64M | $-451.00K | $-0.01 | $4.19M |
| Q4 '24 | 2024-12-31 | $75.11M | $-3.70M | $-0.08 | $12.94M |
| Q3 '24 | 2024-09-30 | $87.18M | $2.26M | $0.05 | $28.82M |
| Q2 '24 | 2024-06-30 | $86.48M | $4.86M | $0.10 | $25.18M |
| Q1 '24 | 2024-03-31 | $68.44M | $-7.21M | $-0.15 | $6.89M |
| Q4 '23 | 2023-12-31 | $72.28M | $-10.97M | $-0.22 | $10.12M |
Q3 2026 • period ending 2026-09-30 • filed 2026-11-05
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
101.63
P/B
1.05
P/S
2.65
EV/EBITDA
14.64
EV/Sales
3.99
ROE
0.5%
ROA
0.3%
Div Yield
3.58%
FCF Yield
9.61%
Debt/Equity
0.54
Current Ratio
—
Market Cap
$799.20M
as of 2026-11-13
CLDT vs Peers
Related companies, largest first| Company | Market cap | P/E | Revenue growth | YTD | IV rank |
|---|---|---|---|---|---|
| WELL Welltower Inc. | $179.7B | 105.8 | +40.5% | +30.8% | 24 |
| VICI VICI Properties Inc. Common Stock | $27.3B | 11.5 | +5.4% | −11.2% | 37 |
| HST Host Hotels & Resorts, Inc. | $17.5B | 18.8 | +5.0% | +40.4% | 26 |
| GLPI Gaming and Leisure Properties, Inc. | $11.4B | 15.9 | −21.2% | −11.4% | 42 |
| APLE Apple Hospitality REIT, Inc. | $4.6B | 24.6 | +3.2% | +61.4% | 14 |
| HIW Highwoods Properties Inc. | $3.4B | 18.4 | +5.4% | +20.1% | 19 |
| DRH Diamondrock Hospitality Company Common S | $2.9B | 19.7 | +32.0% | +57.9% | 21 |
| PEB Pebblebrook Hotel Trust | $2.4B | — | +2.8% | +87.2% | 15 |
| CLDT CHATHAM LODGING TRUST | $755M | 101.6 | +3.8% | +139.1% | 45 |
| Peer median | $8.0B | 18.8 | +5.2% | +35.6% | 23 |
P/E uses the latest reported trailing-12-month diluted EPS; "—" means no positive earnings or no data.
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
1.05M
SI % of Float
2.44%
Days to Cover
1.54
Short Vol Ratio
46.6%
Free Float
42.80M
Float %
91.7%
Short interest 2026-10-30 • Short volume 2026-11-13 • Float 2026-05-15