TWD
INN

True Wealth Design’s Summit Hotel Properties INN Stock Holding History

True Wealth Design’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 		$4.96K Buy
707
+421
+147% +$2.32K ﹤0.01% 1332
2026
Q1 		$1.26K Hold
286
– – ﹤0.01% 1722
2025
Q4 		$1.39K Hold
286
– – ﹤0.01% 1587
2025
Q3 		$1.57K Hold
286
– – ﹤0.01% 1560
2025
Q2 		$1.46K Buy
286
+265
+1,262% +$1.17K ﹤0.01% 1310
2025
Q1 		$114 Buy
+21
New +$133 ﹤0.01% 2155
2024
Q4 		– Sell
-380
Closed -$2.61K – 1439
2024
Q3 		$2.61K Buy
+380
New +$2.42K ﹤0.01% 713

Other funds holding INN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
FPB
First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HC
Hoese & Co Glencoe, Minnesota $154M AUM 14.45% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return