PWAM
INN

Private Wealth Asset Management’s Summit Hotel Properties INN Stock Holding History

Private Wealth Asset Management’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
-103
Closed -$557 – 1172
2025
Q1 		$557 Buy
+103
New +$654 ﹤0.01% 982

Other funds holding INN

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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

Private Wealth Asset Management's INN Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Summit Hotel Properties (INN) in Q2 2025, closing a stake of 103 shares — an estimated $557 sold.

Private Wealth Asset Management first reported a position in INN in Q1 2025 and held it in 1 quarter. The position peaked at $557 in Q1 2025. 207 funds tracked by Wall St. Rank hold INN as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Summit Hotel Properties position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 103 Summit Hotel Properties shares in Q2 2025, an estimated $557.
  • Private Wealth Asset Management first reported a position in Summit Hotel Properties in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Summit Hotel Properties position peaked at $557 in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.