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 Q3	$4.04K	Sell	676 -31	-4%	-$193	﹤0.01%	1423
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

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCIA

Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

True Wealth Design's INN Position: Q3 2026 in Review

True Wealth Design reduced its Summit Hotel Properties (INN) stake by 4.4% in Q3 2026, selling an estimated $193 and leaving 676 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

True Wealth Design first reported a position in INN in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.96K in Q2 2026. 13 funds tracked by Wall St. Rank hold INN as of Q3 2026.

True Wealth Design held 676 shares of Summit Hotel Properties worth $4.04K as of Q3 2026.
True Wealth Design sold 31 Summit Hotel Properties shares in Q3 2026, an estimated $193.
Summit Hotel Properties made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1423 holding.
True Wealth Design first reported a position in Summit Hotel Properties in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Summit Hotel Properties position peaked at $4.96K in Q2 2026.
13 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.