Summit Hotel Properties, Inc.
INN- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001497645
No open-market purchases or sales by Summit Hotel Properties, Inc. insiders were filed in the last 90 days; 204 institutions reported holding it in 13F filings for Q2 2026, worth $665.8M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Summit Hotel Properties, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 206
- +3 vs. Q2 2023
- Shares held
- 98.7M
- −4.60M (−4.5%) vs. Q2 2023
- Total value
- $572.2M
- −$100.5M (−14.9%) vs. Q2 2023
- New holders
- 27
- 59 more added
- Sold out
- 24
- 84 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INN on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 204 | $665.8M |
| Q1 2026 | 186 | $443.5M |
| Q4 2025 | 203 | $500.1M |
| Q3 2025 | 202 | $562.6M |
| Q2 2025 | 207 | $542.1M |
| Q1 2025 | 220 | $541.9M |
| Q4 2024 | 210 | $689.5M |
| Q3 2024 | 214 | $681.5M |
| Q2 2024 | 202 | $582.0M |
| Q1 2024 | 184 | $639.5M |
| Q4 2023 | 192 | $664.1M |
| Q3 2023 | 206 | $572.2M |
| Q2 2023 | 204 | $672.9M |
| Q1 2023 | 213 | $734.2M |
| Q4 2022 | 214 | $752.6M |
| Q3 2022 | 207 | $696.9M |
| Q2 2022 | 219 | $752.5M |
| Q1 2022 | 217 | $1.05B |
| Q4 2021 | 213 | $1.03B |
| Q3 2021 | 214 | $1.02B |
| Q2 2021 | 217 | $961.3M |
| Q1 2021 | 221 | $1.06B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Summit Hotel Properties, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 16 | $0 | 0.00% | −2−11.1% | Reduced |
| Private Trust Co NA | 24 | $139 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 44 | $255 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $412 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 76 | $441 | 0.00% | +76 | New |
| Cornerstone Planning Group LLC | 84 | $487 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $516 | 0.00% | +89 | New |
| Milestone Investment Advisors LLC | 135 | $783 | 0.00% | +135 | New |
| SRS Capital Advisors, Inc. | 176 | $1.02K | 0.00% | +176 | New |
| Moisand Fitzgerald Tamayo, LLC | 242 | $1.40K | 0.00% | −110−31.3% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 288 | $1.67K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 482 | $2.00K | 0.00% | +8+1.7% | Added |
| Baker Avenue Asset Management, LP | 345 | $2.00K | 0.00% | +345 | New |
| Cary Street Partner Investment Advisory LLC | 355 | $2.06K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 386 | $2.24K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 393 | $2.28K | 0.00% | +393 | New |
| Glassman Wealth Services | 429 | $2.49K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 429 | $2.49K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 450 | $2.61K | 0.00% | −277−38.1% | Reduced |
| Fifth Third Bancorp | 461 | $2.67K | 0.00% | +461 | New |
| Parallel Advisors, LLC | 572 | $3.32K | 0.00% | −37−6.1% | Reduced |
| Lee Financial Co | 955 | $5.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,052 | $6.10K | 0.00% | −119−10.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,110 | $6.44K | 0.00% | +486+77.9% | Added |
| CWM, LLC | 1,225 | $7.00K | 0.00% | −504−29.1% | Reduced |
| Versant Capital Management, Inc | 1,496 | $8.68K | 0.00% | −1,777−54.3% | Reduced |
| Quadrant Capital Group LLC | 2,381 | $13.8K | 0.00% | −202−7.8% | Reduced |
| Harvest Fund Management Co., Ltd | 3,586 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,833 | $28.0K | 0.00% | +750+18.4% | Added |
| KBC Group NV | 5,198 | $30.0K | 0.00% | −3,505−40.3% | Reduced |
| Quarry LP | 6,026 | $35.0K | 0.02% | +3,979+194.4% | Added |
| Signaturefd, LLC | 6,347 | $36.8K | 0.00% | −1,669−20.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,381 | $48.6K | 0.00% | +6,277+298.3% | Added |
| Metropolitan Life Insurance Co | 8,982 | $52.1K | 0.00% | +21+0.2% | Added |
| Spirit of America Management Corp | 9,000 | $52.2K | 0.01% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 10,101 | $58.6K | 0.00% | +10,101 | New |
| Sherbrooke Park Advisers LLC | 10,128 | $58.7K | 0.02% | +10,128 | New |
| Ameritas Investment Partners, Inc. | 10,419 | $60.4K | 0.00% | +2,465+31.0% | Added |
| Advisor Group Holdings, Inc. | 10,485 | $60.8K | 0.00% | −951−8.3% | Reduced |
| Crossmark Global Holdings, Inc. | 10,720 | $62.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,692 | $62.0K | 0.00% | −2,051−16.1% | Reduced |
| Mackenzie Financial Corp | 11,383 | $65.6K | 0.00% | −6,998−38.1% | Reduced |
| Caxton Associates LP | 11,636 | $67.5K | 0.01% | +11,636 | New |
| Van Eck Associates Corp | 12,272 | $71.0K | 0.00% | +508+4.3% | Added |
| Regent Peak Wealth Advisors LLC | 12,985 | $75.3K | 0.02% | +12,985 | New |
| First Trust Advisors LP | 13,185 | $76.5K | 0.00% | +493+3.9% | Added |
| Oak Thistle LLC | 13,478 | $78.2K | 0.02% | +13,478 | New |
| Gamco Investors, Inc. Et Al | 13,500 | $78.3K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 13,827 | $80.2K | 0.00% | −52,629−79.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 14,098 | $81.8K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 14,120 | $81.9K | 0.00% | −20,309−59.0% | Reduced |
| Busey Wealth Management | 14,301 | $82.9K | 0.00% | −3,000−17.3% | Reduced |
| Pictet & Cie (Europe) SA | 15,246 | $88.4K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 15,252 | $90.0K | 0.00% | −2,202−12.6% | Reduced |
| Nissay Asset Management Corp | 15,967 | $92.6K | 0.00% | +231+1.5% | Added |
| ProShare Advisors LLC | 16,017 | $92.9K | 0.00% | −427−2.6% | Reduced |
| Qube Research & Technologies Ltd | 16,260 | $94.3K | 0.00% | −59,870−78.6% | Reduced |
| Regions Financial Corp | 17,195 | $99.7K | 0.00% | −2,636−13.3% | Reduced |
| Advisor Partners II, LLC | 17,295 | $100.3K | 0.00% | −2,805−14.0% | Reduced |
| Boothbay Fund Management, LLC | 18,242 | $105.8K | 0.00% | +18,242 | New |
| Pensionfund Sabic | 18,700 | $108.0K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 18,855 | $109.4K | 0.00% | −2,135−10.2% | Reduced |
| Susquehanna International Group, LLP | 19,294 | $111.9K | 0.00% | −19,394−50.1% | Reduced |
| Park Avenue Securities LLC | 19,818 | $115.0K | 0.00% | +19,818 | New |
| Neuberger Berman Group LLC | 20,682 | $120.0K | 0.00% | +1,954+10.4% | Added |
| Standard Life Aberdeen plc | 21,196 | $122.9K | 0.00% | +431+2.1% | Added |
| Mount Yale Investment Advisors, LLC | 21,534 | $124.9K | 0.01% | −591−2.7% | Reduced |
| STRS Ohio | 22,200 | $128.0K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 23,710 | $138.0K | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 24,512 | $142.2K | 0.00% | +24,512 | New |
| LPL Financial LLC | 25,102 | $145.6K | 0.00% | +4,307+20.7% | Added |
| M&T Bank Corp | 26,178 | $151.8K | 0.00% | −13,798−34.5% | Reduced |
| Sequoia Financial Advisors, LLC | 27,424 | $159.1K | 0.00% | +32+0.1% | Added |
| Pictet Asset Management Holding SA | 28,612 | $165.9K | 0.00% | +28,612 | New |
| DekaBank Deutsche Girozentrale | 28,360 | $166.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 29,110 | $168.8K | 0.00% | −72,972−71.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 29,384 | $170.4K | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 30,176 | $175.0K | 0.00% | +30,176 | New |
| Arizona State Retirement System | 30,600 | $177.5K | 0.00% | +573+1.9% | Added |
| M&G Investment Management Ltd | 29,738 | $178.4K | 0.00% | +29,738 | New |
| UniSuper Management Pty Ltd | 30,800 | $178.6K | 0.00% | 00.0% | Unchanged |
| Elgethun Capital Management | 31,577 | $181.9K | 0.05% | +283+0.9% | Added |
| Oregon Public Employees Retirement Fund | 31,972 | $185.4K | 0.00% | −1,500−4.5% | Reduced |
| New York State Common Retirement Fund | 31,972 | $185.4K | 0.00% | +42+0.1% | Added |
| Daiwa Securities Group Inc. | 33,714 | $196.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 34,685 | $201.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 34,725 | $201.4K | 0.00% | −6,981−16.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 35,100 | $203.6K | 0.03% | 00.0% | Unchanged |
| Macquarie Group Ltd | 37,623 | $218.2K | 0.00% | +13,259+54.4% | Added |
| Shell Asset Management Co | 38,255 | $222.0K | 0.01% | −596−1.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 39,445 | $228.8K | 0.16% | −60−0.2% | Reduced |
| Maryland State Retirement & Pension System | 39,624 | $229.8K | 0.01% | −2,246−5.4% | Reduced |
| Engineers Gate Manager LP | 40,805 | $236.7K | 0.01% | −1,955−4.6% | Reduced |
| Teacher Retirement System of Texas | 41,501 | $241.0K | 0.00% | +258+0.6% | Added |
| Amalgamated Bank | 42,921 | $249.0K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 43,574 | $252.7K | 0.00% | +40+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 45,489 | $263.8K | 0.00% | −903−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 45,521 | $264.0K | 0.00% | +323+0.7% | Added |
| Mariner, LLC | 47,049 | $272.9K | 0.00% | −15,234−24.5% | Reduced |
| Janus Henderson Group PLC | 47,182 | $273.9K | 0.00% | +30.0% | Added |