LFG
INN

Larson Financial Group’s Summit Hotel Properties INN Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-42
Closed -$227 – 3391
2025
Q1 		$227 Sell
42
-20
-32% -$127 ﹤0.01% 2766
2024
Q4 		$425 Buy
62
+20
+48% +$131 ﹤0.01% 2245
2024
Q3 		$288 Hold
42
– – ﹤0.01% 2265
2024
Q2 		$252 Buy
+42
New +$257 ﹤0.01% 2007

Other funds holding INN

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Larson Financial Group's INN Position: Q2 2025 in Review

Larson Financial Group sold out of Summit Hotel Properties (INN) in Q2 2025, closing a stake of 42 shares — an estimated $227 sold.

Larson Financial Group first reported a position in INN in Q2 2024 and held it in 4 quarters. The position peaked at $425 in Q4 2024. 207 funds tracked by Wall St. Rank hold INN as of Q2 2025.

  • Larson Financial Group reported no remaining Summit Hotel Properties position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 42 Summit Hotel Properties shares in Q2 2025, an estimated $227.
  • Larson Financial Group first reported a position in Summit Hotel Properties in Q2 2024 and held it in 4 quarters.
  • Larson Financial Group's Summit Hotel Properties position peaked at $425 in Q4 2024.
  • 207 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.