Root Financial Partners’s Summit Hotel Properties INN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$2.96K Buy
+496
New +$3.09K ﹤0.01% 2456
2026
Q2
– Sell
-173
Closed -$765 – 1763
2026
Q1
$765 Buy
+173
New +$776 ﹤0.01% 2704

Other funds holding INN

Root Financial Partners's INN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Summit Hotel Properties (INN) in Q3 2026: 496 shares worth $2.96K. The stake represents ﹤0.01% of the portfolio and ranks #2456 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in INN as recently as Q1 2026.

Root Financial Partners first reported a position in INN in Q1 2026 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold INN as of Q3 2026.

  • Root Financial Partners held 496 shares of Summit Hotel Properties worth $2.96K as of Q3 2026.
  • Summit Hotel Properties was a new Root Financial Partners position in Q3 2026.
  • Summit Hotel Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2456 holding.
  • Root Financial Partners first reported a position in Summit Hotel Properties in Q1 2026 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.