N.E.W. Advisory Services’s Summit Hotel Properties INN Stock Holding History

N.E.W. Advisory Services’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	$1.42K	Hold	202	–	–	﹤0.01%	885
2026 Q1	$893	Hold	202	–	–	﹤0.01%	882
2025 Q4	$984	Hold	202	–	–	﹤0.01%	855
2025 Q3	$1.11K	Hold	202	–	–	﹤0.01%	788
2025 Q2	$1.03K	Hold	202	–	–	﹤0.01%	795
2025 Q1	$1.09K	Buy	+202	New	+$1.28K	﹤0.01%	851

Other funds holding INN

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

N.E.W. Advisory Services's INN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Summit Hotel Properties (INN) position steady in Q2 2026 at 202 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #885.

N.E.W. Advisory Services first reported a position in INN in Q1 2025 and has held it in 6 quarters since. 87 funds tracked by Wall St. Rank hold INN as of Q2 2026.

N.E.W. Advisory Services held 202 shares of Summit Hotel Properties worth $1.42K as of Q2 2026.
N.E.W. Advisory Services left its Summit Hotel Properties share count unchanged in Q2 2026.
Summit Hotel Properties made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #885 holding.
N.E.W. Advisory Services first reported a position in Summit Hotel Properties in Q1 2025 and has held it in 6 quarters since.
87 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.