EWA
INN

EverSource Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

EverSource Wealth 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
2026
Q1 		$5.65K Buy
1,278
+612
+92% +$2.75K ﹤0.01% 3213
2025
Q4 		$3.24K Sell
666
-116
-15% -$607 ﹤0.01% 3309
2025
Q3 		$4.29K Sell
782
-24
-3% -$131 ﹤0.01% 3223
2025
Q2 		$4.1K Buy
806
+496
+160% +$2.18K ﹤0.01% 3244
2025
Q1 		$1.68K Sell
310
-466
-60% -$2.96K ﹤0.01% 3006
2024
Q4 		$5.32K Sell
776
-593
-43% -$3.9K ﹤0.01% 2314
2024
Q3 		$9.39K Hold
1,369
– – ﹤0.01% 1902
2024
Q2 		$8.68K Hold
1,369
– – ﹤0.01% 1929
2024
Q1 		$8.23K Hold
1,369
– – ﹤0.01% 1802
2023
Q4 		$9.2K Buy
1,369
+259
+23% +$1.59K ﹤0.01% 1587
2023
Q3 		$6.44K Buy
1,110
+486
+78% +$2.9K ﹤0.01% 1592
2023
Q2 		$4.06K Sell
624
-1,039
-62% -$6.87K ﹤0.01% 1815
2023
Q1 		$11.6K Sell
1,663
-2,497
-60% -$18.9K ﹤0.01% 1287
2022
Q4 		$30K Buy
4,160
+320
+8% +$2.51K ﹤0.01% 944
2022
Q3 		$26K Buy
3,840
+143
+4% +$1.12K 0.01% 813
2022
Q2 		$27K Sell
3,697
-1,135
-23% -$9.98K 0.01% 753
2022
Q1 		$48K Hold
4,832
– – 0.01% 471
2021
Q4 		$47K Buy
+4,832
New +$46.9K 0.01% 437

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

EverSource Wealth Advisors's INN Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Summit Hotel Properties (INN) stake by 92% in Q1 2026, buying an estimated $2.75K and bringing the position to 1,278 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3213.

EverSource Wealth Advisors first reported a position in INN in Q4 2021 and has held it in 18 quarters since. The position peaked at $48K in Q1 2022. 186 funds tracked by Wall St. Rank hold INN as of Q1 2026.

  • EverSource Wealth Advisors held 1,278 shares of Summit Hotel Properties worth $5.65K as of Q1 2026.
  • EverSource Wealth Advisors bought 612 Summit Hotel Properties shares in Q1 2026, an estimated $2.75K.
  • Summit Hotel Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3213 holding.
  • EverSource Wealth Advisors first reported a position in Summit Hotel Properties in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Summit Hotel Properties position peaked at $48K in Q1 2022.
  • 186 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.