LFA
INN

LGT Financial Advisors’s Summit Hotel Properties INN Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-514
Closed -$3.52K – 513
2024
Q4 		$3.52K Hold
514
– – 0.01% 602
2024
Q3 		$3.53K Hold
514
– – 0.01% 597
2024
Q2 		$3.08K Buy
+514
New +$3.15K 0.01% 670

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Vanguard Group
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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LGT Financial Advisors's INN Position: Q1 2025 in Review

LGT Financial Advisors sold out of Summit Hotel Properties (INN) in Q1 2025, closing a stake of 514 shares — an estimated $3.52K sold.

LGT Financial Advisors first reported a position in INN in Q2 2024 and held it in 3 quarters. The position peaked at $3.53K in Q3 2024. 220 funds tracked by Wall St. Rank hold INN as of Q1 2025.

  • LGT Financial Advisors reported no remaining Summit Hotel Properties position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 514 Summit Hotel Properties shares in Q1 2025, an estimated $3.52K.
  • LGT Financial Advisors first reported a position in Summit Hotel Properties in Q2 2024 and held it in 3 quarters.
  • LGT Financial Advisors's Summit Hotel Properties position peaked at $3.53K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.