What smart money is saying about Chatham Lodging Trust
1 fund in our archive has pitched Chatham Lodging Trust — most recently Aegis Value Fund in June 2026.
Chatham Lodging Trust operates as a self-managed, publicly traded real estate investment trust (REIT) primarily concentrating its investments on upscale extended-stay hotels and premium-branded select-service properties. As of September 30, 2020, the company's asset base included interests in 86 hotels, providing a total of 12,040 rooms and suites. This comprises 40 wholly-owned properties, which collectively offer 6,092 rooms and suites across 15 states and the District of Columbia. Furthermore, the trust maintains a minority ownership in the Innkeepers joint ventures, which operate 46 hotels featuring an aggregate of 5,948 rooms and suites.
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Position history
Every position in Chatham Lodging Trust on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 1 |
Fund activity · 1 position
- HoldsAegis Value FundJune 2026
“In the first half, the Fund also built positions in select hotel REITs, as well as Jet2 plc (JET2-L), and Harley Davidson (HOG), all at modest prices compared to tangible book value. Within hotel REITs, we continued to build our position in RLJ Lodging Trust (RLJ) and initiated a new position in Park Hotels & Resorts (PK), complementing our position in Chatham Lodging Trust (CLDT) established late last year.”
Chatham Lodging Trust
Fund coverage · 1 thesis
- Aegis Value FundJune 2026
Chatham Lodging Trust is held for its discount to replacement cost and favorable hotel demand and supply fundamentals.
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