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

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

True Wealth Design's INN Position: Q2 2026 in Review

True Wealth Design increased its Summit Hotel Properties (INN) stake by 147% in Q2 2026, buying an estimated $2.32K and bringing the position to 707 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

True Wealth Design first reported a position in INN in Q3 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold INN as of Q2 2026.

  • True Wealth Design held 707 shares of Summit Hotel Properties worth $4.96K as of Q2 2026.
  • True Wealth Design bought 421 Summit Hotel Properties shares in Q2 2026, an estimated $2.32K.
  • Summit Hotel Properties made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1332 holding.
  • True Wealth Design first reported a position in Summit Hotel Properties in Q3 2024 and has held it in 7 quarters since.
  • 204 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.