Creative Planning
INN

Creative Planning’s Summit Hotel Properties INN Stock Holding History

Creative Planning’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
Q2 		$185K Buy
26,357
+7,080
+37% +$39.1K ﹤0.01% 3897
2026
Q1 		$85.2K Sell
19,277
-5,587
-22% -$25.1K ﹤0.01% 3930
2025
Q4 		$121K Sell
24,864
-8,268
-25% -$43.3K ﹤0.01% 3681
2025
Q3 		$182K Buy
33,132
+14,685
+80% +$80.1K ﹤0.01% 3528
2025
Q2 		$93.9K Buy
+18,447
New +$81.2K ﹤0.01% 3445
2023
Q3 		– Sell
-13,674
Closed -$89K – 2965
2023
Q2 		$89K Buy
+13,674
New +$90.5K ﹤0.01% 2364
2017
Q3 		– Sell
-415
Closed -$8K – 2768
2017
Q2 		$8K Buy
+415
New +$7.24K ﹤0.01% 3750
2017
Q1 		– Sell
-1,300
Closed -$21K – 4777
2016
Q4 		$21K Buy
1,300
+1,128
+656% +$15.8K ﹤0.01% 3049
2016
Q3 		$2K Buy
+172
New +$2.38K ﹤0.01% 4224
2016
Q1 		– Sell
-366
Closed -$4K – 4421
2015
Q4 		$4K Buy
+366
New +$4.67K ﹤0.01% 3786
2014
Q1 		– Sell
-274
Closed -$2K – 3692
2013
Q4 		$2K Sell
274
-5,342
-95% -$48.1K ﹤0.01% 3093
2013
Q3 		$52K Buy
+5,616
New +$54.3K ﹤0.01% 1480

Other funds holding INN

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Creative Planning's INN Position: Q2 2026 in Review

Creative Planning increased its Summit Hotel Properties (INN) stake by 37% in Q2 2026, buying an estimated $39.1K and bringing the position to 26,357 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #3897.

Creative Planning first reported a position in INN in Q3 2013 and has held it in 12 quarters since. 204 funds tracked by Wall St. Rank hold INN as of Q2 2026.

  • Creative Planning held 26,357 shares of Summit Hotel Properties worth $185K as of Q2 2026.
  • Creative Planning bought 7,080 Summit Hotel Properties shares in Q2 2026, an estimated $39.1K.
  • Summit Hotel Properties made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3897 holding.
  • Creative Planning first reported a position in Summit Hotel Properties in Q3 2013 and has held it in 12 quarters since.
  • 204 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.