SWM
INN

SHP Wealth Management’s Summit Hotel Properties INN Stock Holding History

SHP Wealth 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
2026
Q2 		$388 Hold
55
– – ﹤0.01% 1787
2026
Q1 		$242 Buy
55
+1
+2% +$4 ﹤0.01% 1719
2025
Q4 		$262 Buy
+54
New +$282 ﹤0.01% 1445

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Vanguard Portfolio Management
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Vanguard Capital Management
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Geode Capital Management
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

SHP Wealth Management's INN Position: Q2 2026 in Review

SHP Wealth Management held its Summit Hotel Properties (INN) position steady in Q2 2026 at 55 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

SHP Wealth Management first reported a position in INN in Q4 2025 and has held it in 3 quarters since. 204 funds tracked by Wall St. Rank hold INN as of Q2 2026.

  • SHP Wealth Management held 55 shares of Summit Hotel Properties worth $388 as of Q2 2026.
  • SHP Wealth Management left its Summit Hotel Properties share count unchanged in Q2 2026.
  • Summit Hotel Properties made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1787 holding.
  • SHP Wealth Management first reported a position in Summit Hotel Properties in Q4 2025 and has held it in 3 quarters since.
  • 204 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.