Carson Wealth (CWM LLC)
INN

Carson Wealth (CWM LLC)’s Summit Hotel Properties INN Stock Holding History

Carson Wealth (CWM LLC)’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 		$90K Buy
20,370
+853
+4% +$3.83K ﹤0.01% 3361
2025
Q4 		$95K Sell
19,517
-17
-0.1% -$89 ﹤0.01% 3105
2025
Q3 		$107K Buy
19,534
+1,097
+6% +$5.98K ﹤0.01% 2928
2025
Q2 		$94K Buy
18,437
+16,310
+767% +$71.8K ﹤0.01% 2782
2025
Q1 		$12K Sell
2,127
-2,300
-52% -$14.6K ﹤0.01% 4010
2024
Q4 		$30K Sell
4,427
-262
-6% -$1.72K ﹤0.01% 3172
2024
Q3 		$32K Buy
4,689
+3,950
+535% +$25.1K ﹤0.01% 3052
2024
Q2 		$4K Sell
739
-196
-21% -$1.2K ﹤0.01% 3965
2024
Q1 		$6K Sell
935
-481
-34% -$3.14K ﹤0.01% 3582
2023
Q4 		$10K Buy
1,416
+191
+16% +$1.18K ﹤0.01% 3180
2023
Q3 		$7K Sell
1,225
-504
-29% -$3.01K ﹤0.01% 3301
2023
Q2 		$11K Buy
1,729
+24
+1% +$159 ﹤0.01% 3024
2023
Q1 		$12K Sell
1,705
-236
-12% -$1.79K ﹤0.01% 2854
2022
Q4 		$14K Buy
1,941
+229
+13% +$1.79K ﹤0.01% 2607
2022
Q3 		$12K Buy
1,712
+1,649
+2,617% +$12.9K ﹤0.01% 2568
2022
Q2 		$0 Sell
63
-707
-92% -$6.22K ﹤0.01% 3936
2022
Q1 		$8K Buy
770
+295
+62% +$2.9K ﹤0.01% 2620
2021
Q4 		$5K Buy
+475
New +$4.61K ﹤0.01% 2730
2021
Q2 		$5K Hold
575
– – ﹤0.01% 2356
2021
Q1 		$5K Hold
575
– – ﹤0.01% 2356
2020
Q4 		$5K Hold
575
– – ﹤0.01% 2356
2020
Q3 		$5K Hold
575
– – ﹤0.01% 2356
2020
Q2 		$5K Hold
575
– – ﹤0.01% 2354
2020
Q1 		$5K Hold
575
– – ﹤0.01% 2354
2019
Q4 		$5K Hold
575
– – ﹤0.01% 2354
2019
Q3 		$5K Hold
575
– – ﹤0.01% 2354
2019
Q2 		$5K Hold
575
– – ﹤0.01% 2354
2019
Q1 		$5K Buy
+575
New +$6.37K ﹤0.01% 2353

Other funds holding INN

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carson Wealth (CWM LLC)'s INN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Summit Hotel Properties (INN) stake by 4.4% in Q1 2026, buying an estimated $3.83K and bringing the position to 20,370 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #3361.

Carson Wealth (CWM LLC) first reported a position in INN in Q1 2019 and has held it in 28 quarters since. The position peaked at $107K in Q3 2025. 186 funds tracked by Wall St. Rank hold INN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 20,370 shares of Summit Hotel Properties worth $90K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 853 Summit Hotel Properties shares in Q1 2026, an estimated $3.83K.
  • Summit Hotel Properties made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3361 holding.
  • Carson Wealth (CWM LLC) first reported a position in Summit Hotel Properties in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Summit Hotel Properties position peaked at $107K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.