HighTower Advisors
INN

HighTower Advisors’s Summit Hotel Properties INN Stock Holding History

HighTower 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
2023
Q4 		– Sell
-15,252
Closed -$90K – 3735
2023
Q3 		$90K Sell
15,252
-2,202
-13% -$13.1K ﹤0.01% 3120
2023
Q2 		$113K Buy
17,454
+6,847
+65% +$45.3K ﹤0.01% 3049
2023
Q1 		$74K Sell
10,607
-19
-0.2% -$144 ﹤0.01% 2993
2022
Q4 		$75K Sell
10,626
-14,869
-58% -$116K ﹤0.01% 2973
2022
Q3 		$174K Sell
25,495
-588
-2% -$4.6K ﹤0.01% 2641
2022
Q2 		$186K Sell
26,083
-5,377
-17% -$47.3K ﹤0.01% 2648
2022
Q1 		$309K Sell
31,460
-8,711
-22% -$85.6K ﹤0.01% 2505
2021
Q4 		$389K Buy
40,171
+96
+0.2% +$931 ﹤0.01% 2324
2021
Q3 		$386K Buy
40,075
+81
+0.2% +$741 ﹤0.01% 2246
2021
Q2 		$375K Buy
39,994
+2,995
+8% +$29.6K ﹤0.01% 2220
2021
Q1 		$379K Buy
36,999
+161
+0.4% +$1.56K ﹤0.01% 2143
2020
Q4 		$331K Buy
36,838
+363
+1% +$2.69K ﹤0.01% 1865
2020
Q3 		$191K Buy
36,475
+3,747
+11% +$21.2K ﹤0.01% 2105
2020
Q2 		$193K Sell
32,728
-7,600
-19% -$42.8K ﹤0.01% 1999
2020
Q1 		$169K Buy
40,328
+11,266
+39% +$106K ﹤0.01% 1834
2019
Q4 		$358K Buy
29,062
+10,908
+60% +$131K ﹤0.01% 1606
2019
Q3 		$211K Sell
18,154
-100
-0.5% -$1.14K ﹤0.01% 2033
2019
Q2 		$209K Buy
18,254
+2,590
+17% +$30.5K ﹤0.01% 2030
2019
Q1 		$178K Buy
+15,664
New +$173K ﹤0.01% 1978
2017
Q4 		– Sell
-88,464
Closed -$1.41M – 2329
2017
Q3 		$1.41M Buy
88,464
+46,537
+111% +$756K 0.01% 950
2017
Q2 		$781K Buy
41,927
+7,350
+21% +$128K 0.01% 1173
2017
Q1 		$553K Buy
34,577
+12,167
+54% +$192K 0.01% 1280
2016
Q4 		$356K Buy
22,410
+12,270
+121% +$172K ﹤0.01% 1393
2016
Q3 		$134K Buy
+10,140
New +$140K ﹤0.01% 1709

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors's INN Position: Q4 2023 in Review

HighTower Advisors sold out of Summit Hotel Properties (INN) in Q4 2023, closing a stake of 15,252 shares — an estimated $90K sold.

HighTower Advisors first reported a position in INN in Q3 2016 and held it in 24 quarters. The position peaked at $1.41M in Q3 2017. 192 funds tracked by Wall St. Rank hold INN as of Q4 2023.

  • HighTower Advisors reported no remaining Summit Hotel Properties position as of Q4 2023 after selling out during the quarter.
  • HighTower Advisors sold 15,252 Summit Hotel Properties shares in Q4 2023, an estimated $90K.
  • HighTower Advisors first reported a position in Summit Hotel Properties in Q3 2016 and held it in 24 quarters.
  • HighTower Advisors's Summit Hotel Properties position peaked at $1.41M in Q3 2017.
  • 192 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2023.

Based on HighTower Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.