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INN

Summit Hotel Properties

202 hedge funds and large institutions have $563M invested in Summit Hotel Properties in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 58 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

4% more capital invested

Capital invested by funds: $542M → $563M (+$20.5M)

0.66% less ownership

Funds ownership: 94.84%94.19% (-0.66%)

2% less funds holding

Funds holding: 207202 (-5)

15% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 27

34% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 88

Holders
202
Holders Change
-5
Holders Change %
-2.42%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
23
Increased
58
Reduced
88
Closed
27
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$92.4M -$1.57M -287,840 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.4M +$75.9K +13,913 +0.1%
LPC
3
Long Pond Capital
New York
$51.6M
H2CM
4
H/2 Credit Manager
Connecticut
$51.4M
Jennison Associates
5
Jennison Associates
New York
$39.1M +$909K +166,597 +2%
UBS Group
6
UBS Group
Switzerland
$38.1M +$6.01M +1,102,102 +19%
State Street
7
State Street
Massachusetts
$26.7M -$369K -67,582 -1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$15.5M -$256K -47,009 -2%
Victory Capital Management
9
Victory Capital Management
Texas
$13.3M -$368K -67,392 -3%
Charles Schwab
10
Charles Schwab
California
$12.4M -$10.5K -1,926 -0.1%
Morgan Stanley
11
Morgan Stanley
New York
$10.4M -$146K -26,696 -1%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$8.12M +$490K +89,809 +6%
GWI
13
Grace & White Inc
New York
$6.75M -$46.9K -8,600 -0.7%
Northern Trust
14
Northern Trust
Illinois
$6.28M -$319K -58,535 -5%
CM
15
CastleKnight Management
New York
$5.38M -$1.98M -363,875 -27%
Goldman Sachs
16
Goldman Sachs
New York
$5.33M +$1.56M +285,244 +42%
SFM
17
Systematic Financial Management
New Jersey
$5.13M -$841K -154,184 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.9M -$145K -26,514 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.7M +$1.29M +237,278 +38%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$4.3M -$59.4K -10,890 -1%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$3.92M +$2.99M +548,750 +331%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$3.82M -$414K -75,973 -10%
N
23
Nuveen
North Carolina
$3.49M -$168K -30,853 -5%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.48M -$72.3K -13,251 -2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$3.4M -$690K -126,509 -17%

INN Hedge Fund Activity: Q3 2025 in Review

202 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Summit Hotel Properties (INN) for Q3 2025, worth a combined $563M — up 3.8% from $542M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of INN and 23 opened new positions — a net loss of 4 holders — while 88 trimmed existing stakes and 58 added.

The largest buyer was UBS Group, adding an estimated $6.01M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $4M.

  • 202 institutional investors held Summit Hotel Properties (INN) as of Q3 2025, down from 207 in Q2 2025.
  • Funds reported $563M of Summit Hotel Properties stock for Q3 2025, up 3.8% quarter-over-quarter.
  • 23 funds opened new Summit Hotel Properties positions in Q3 2025 and 27 closed out, a net change of -4 holders.
  • The largest Summit Hotel Properties buyer in Q3 2025 was UBS Group, an estimated $6.01M added.
  • The largest Summit Hotel Properties seller in Q3 2025 was Jacobs Levy Equity Management, an estimated $4M sold.

Based on aggregated 13F filings for Q3 2025.