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
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

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B 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 $5.72T 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

Creative Planning's INN Position: Q1 2026 in Review

Creative Planning reduced its Summit Hotel Properties (INN) stake by 22% in Q1 2026, selling an estimated $25.1K and leaving 19,277 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3930.

Creative Planning first reported a position in INN in Q3 2013 and has held it in 11 quarters since. The position peaked at $182K in Q3 2025. 186 funds tracked by Wall St. Rank hold INN as of Q1 2026.

  • Creative Planning held 19,277 shares of Summit Hotel Properties worth $85.2K as of Q1 2026.
  • Creative Planning sold 5,587 Summit Hotel Properties shares in Q1 2026, an estimated $25.1K.
  • Summit Hotel Properties made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3930 holding.
  • Creative Planning first reported a position in Summit Hotel Properties in Q3 2013 and has held it in 11 quarters since.
  • Creative Planning's Summit Hotel Properties position peaked at $182K in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.