AGWCA
INN icon

Annis Gardner Whiting Capital Advisors’s Summit Hotel Properties INN Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2025
Q4 		– Sell
-114
Closed -$626 – 1276
2025
Q3 		$626 Hold
114
– – ﹤0.01% 1054
2025
Q2 		$581 Buy
+114
New +$502 ﹤0.01% 1162

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's INN Position: Q4 2025 in Review

Annis Gardner Whiting Capital Advisors sold out of Summit Hotel Properties (INN) in Q4 2025, closing a stake of 114 shares — an estimated $626 sold.

Annis Gardner Whiting Capital Advisors first reported a position in INN in Q2 2025 and held it in 2 quarters. The position peaked at $626 in Q3 2025. 203 funds tracked by Wall St. Rank hold INN as of Q4 2025.

  • Annis Gardner Whiting Capital Advisors reported no remaining Summit Hotel Properties position as of Q4 2025 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 114 Summit Hotel Properties shares in Q4 2025, an estimated $626.
  • Annis Gardner Whiting Capital Advisors first reported a position in Summit Hotel Properties in Q2 2025 and held it in 2 quarters.
  • Annis Gardner Whiting Capital Advisors's Summit Hotel Properties position peaked at $626 in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2025.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.