EWA
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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
Q2 		$8.31K Sell
1,186
-92
-7% -$508 ﹤0.01% 3013
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

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's INN Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Summit Hotel Properties (INN) stake by 7.2% in Q2 2026, selling an estimated $508 and leaving 1,186 shares worth $8.31K. The position accounts for ﹤0.01% of the portfolio, ranked #3013.

EverSource Wealth Advisors first reported a position in INN in Q4 2021 and has held it in 19 quarters since. The position peaked at $48K in Q1 2022. 204 funds tracked by Wall St. Rank hold INN as of Q2 2026.

  • EverSource Wealth Advisors held 1,186 shares of Summit Hotel Properties worth $8.31K as of Q2 2026.
  • EverSource Wealth Advisors sold 92 Summit Hotel Properties shares in Q2 2026, an estimated $508.
  • Summit Hotel Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3013 holding.
  • EverSource Wealth Advisors first reported a position in Summit Hotel Properties in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Summit Hotel Properties position peaked at $48K in Q1 2022.
  • 204 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.