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Clearstead Trust’s Summit Hotel Properties INN Stock Holding History

Clearstead Trust’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
-208
Closed -$1.14K – 1256
2025
Q3 		$1.14K Hold
208
– – ﹤0.01% 1178
2025
Q2 		$1.06K Buy
+208
New +$915 ﹤0.01% 1147

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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

Clearstead Trust's INN Position: Q4 2025 in Review

Clearstead Trust sold out of Summit Hotel Properties (INN) in Q4 2025, closing a stake of 208 shares — an estimated $1.14K sold.

Clearstead Trust first reported a position in INN in Q2 2025 and held it in 2 quarters. The position peaked at $1.14K in Q3 2025. 203 funds tracked by Wall St. Rank hold INN as of Q4 2025.

  • Clearstead Trust reported no remaining Summit Hotel Properties position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 208 Summit Hotel Properties shares in Q4 2025, an estimated $1.14K.
  • Clearstead Trust first reported a position in Summit Hotel Properties in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Summit Hotel Properties position peaked at $1.14K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.