WT
INN

Whittier Trust’s Summit Hotel Properties INN Stock Holding History

Whittier Trust’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
Q2 		– Sell
-683
Closed -$3.69K – 1535
2025
Q1 		$3.69K Hold
683
– – ﹤0.01% 1358
2024
Q4 		$4.68K Hold
683
– – ﹤0.01% 1374
2024
Q3 		$4.68K Hold
683
– – ﹤0.01% 1384
2024
Q2 		$4.09K Buy
+683
New +$4.18K ﹤0.01% 1364

Other funds holding INN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.05B AUM 16.49% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Whittier Trust's INN Position: Q2 2025 in Review

Whittier Trust sold out of Summit Hotel Properties (INN) in Q2 2025, closing a stake of 683 shares — an estimated $3.69K sold.

Whittier Trust first reported a position in INN in Q2 2024 and held it in 4 quarters. The position peaked at $4.68K in Q3 2024. 207 funds tracked by Wall St. Rank hold INN as of Q2 2025.

  • Whittier Trust reported no remaining Summit Hotel Properties position as of Q2 2025 after selling out during the quarter.
  • Whittier Trust sold 683 Summit Hotel Properties shares in Q2 2025, an estimated $3.69K.
  • Whittier Trust first reported a position in Summit Hotel Properties in Q2 2024 and held it in 4 quarters.
  • Whittier Trust's Summit Hotel Properties position peaked at $4.68K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.