Summit Hotel Properties (inn 1.5 02/15/26)
13F holders, Q4 2025 (December 31)6holders −4
0new positions
3sold out
$0.99avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Summit Hotel Properties (inn 1.5 02/15/26) in their 13F filings, down 4 from Q3 2025. 0 opened new positions and 3 sold out. The largest holders were Focus Partners Wealth ($12.9M), Financial Consulate, Inc. ($595K) and Wealthspire Advisors, LLC ($69K).
- Company
- Summit Hotel Properties (inn 1.5 02/15/26)
- CUSIP
- 866082AA8
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 3 | $9.9M |
All 13F filers, Q3 2025 → Q4 2025: 13,063,000 shares bought and 10,015,000 shares sold, net +3,048,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Focus Partners Wealth | 0.01% | Add +86793.3% | 13,034,000 | $12.9M |
| Financial Consulate, Inc. | 0.08% | No change | 599,000 | $595K |
| Wealthspire Advisors, LLC | 0.00% | Add +176.0% | 69,000 | $69K |
| Sowell Financial Services LLC | 0.00% | No change | 25,000 | $25K |
| Mariner, LLC | 0.00% | No change | 25,000 | $25K |
| Howe & Rusling Inc. | 0.00% | No change | 15,000 | $15K |
"% of holder's portfolio" is SUMMIT HOTEL PROPERTIES (INN 1.5 02/15/26)'s weight in each manager's 13F, not the share of Summit Hotel Properties (inn 1.5 02/15/26) the manager owns.