AF
INN

Allworth Financial’s Summit Hotel Properties INN Stock Holding History

Allworth Financial’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.61K Buy
591
+293
+98% +$1.31K ﹤0.01% 4259
2025
Q4 		$1.45K Sell
298
-45
-13% -$235 ﹤0.01% 4239
2025
Q3 		$1.88K Buy
343
+178
+108% +$971 ﹤0.01% 4027
2025
Q2 		$839 Sell
165
-14
-8% -$62 ﹤0.01% 4006
2025
Q1 		$709 Buy
179
+109
+156% +$692 ﹤0.01% 3583
2024
Q4 		$469 Hold
70
– – ﹤0.01% 3620
2024
Q3 		$481 Hold
70
– – ﹤0.01% 3426
2024
Q2 		$420 Hold
70
– – ﹤0.01% 3417
2024
Q1 		$456 Hold
70
– – ﹤0.01% 3309
2023
Q4 		$471 Buy
+70
New +$431 ﹤0.01% 3145
2023
Q3 		– Sell
-152
Closed -$993 – 3487
2023
Q2 		$993 Buy
152
+1
+0.7% +$7 ﹤0.01% 2739
2023
Q1 		$1.06K Buy
+151
New +$1.15K ﹤0.01% 2651
2021
Q1 		– Sell
-1
Closed – – 1554
2020
Q4 		$0 Buy
+1
New +$7 ﹤0.01% 1391

Other funds holding INN

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return