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Captrust Financial Advisors

SEC CIK
0001512024
Latest filing
Aug 13, 2026

INN holding history

Summit Hotel Properties, Inc. in every 13F filed by Captrust Financial Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

INN overviewAll 13F holders of INNFull Q2 2026 holdings

Shares (Q2 2026)
17,273
Value
$121.1K
% of portfolio
<0.1%
Quarters held
6
Since Q3 2022
Holdings of INN by Captrust Financial Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,273$121.1K<0.1%+17,273NewHolders
Q4 20230$00.0%−10,692−100.0%Sold outHolders
Q3 202310,692$62.0K<0.1%−2,051−16.1%ReducedHolders
Q2 202312,743$83.0K<0.1%−638−4.8%ReducedHolders
Q1 202313,381$93.7K<0.1%−14,464−51.9%ReducedHolders
Q4 202227,845$201.0K<0.1%+16,032+135.7%AddedHolders
Q3 202211,813$79.0K<0.1%+11,813NewHolders