WANY
INN icon

Wealthspire Advisors (New York)’s Summit Hotel Properties INN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-377
Closed -$2.07K – 1933
2025
Q3 		$2.07K Buy
+377
New +$2.06K ﹤0.01% 2605

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthspire Advisors (New York)'s INN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Summit Hotel Properties (INN) in Q4 2025, closing a stake of 377 shares — an estimated $2.07K sold.

Wealthspire Advisors (New York) first reported a position in INN in Q3 2025 and held it in 1 quarter. The position peaked at $2.07K in Q3 2025. 203 funds tracked by Wall St. Rank hold INN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Summit Hotel Properties position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 377 Summit Hotel Properties shares in Q4 2025, an estimated $2.07K.
  • Wealthspire Advisors (New York) first reported a position in Summit Hotel Properties in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Summit Hotel Properties position peaked at $2.07K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.