Filing Research | INN - SUMMIT HOTEL PPTYS INC COM Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	GRACE & WHITE INC /NY	Shares	1.0MSH	$7.2M
2	Abel Hall, LLC	Shares	135.3KSH	$948.1K
3	Y-Intercept (Hong Kong) Ltd	Shares	116.8KSH	$818.8K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	46.5KSH	$300.6K
5	Police & Firemen's Retirement System of New Jersey	Shares	30.2KSH	$212.0K
6	CWC Advisors, LLC.	Shares	25.9KSH	$181.4K
7	Allegheny Financial Group	Shares	24.3KSH	$170.6K
8	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	22.2KSH	$155.8K
9	Sequoia Financial Advisors, LLC	Shares	16.0KSH	$112.2K
10	Merit Financial Group, LLC	Shares	13.3KSH	$93.5K
11	Versant Capital Management, Inc	Shares	8.9KSH	$62.5K
12	Farther Finance Advisors, LLC	Shares	8.3KSH	$58.2K
13	SIGNATUREFD, LLC	Shares	7.7KSH	$53.7K
14	GAMMA Investing LLC	Shares	3.3KSH	$22.8K
15	Hoese & Co LLP	Shares	1.2KSH	$8.4K
16	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$8.3K
17	Ares Financial Consulting, LLC	Shares	1.2KSH	$8.3K
18	MassMutual Private Wealth & Trust, FSB	Shares	1.1KSH	$7.8K
19	IFP Advisors, Inc	Shares	939SH	$6.6K
20	True Wealth Design, LLC	Shares	707SH	$5.0K
21	Fortitude Family Office, LLC	Shares	103SH	$722
22	Provenance Wealth Advisors, LLC	Shares	77SH	$540
23	Pensionfund PDN	Shares	69.0KSH	$484
24	State of Alaska, Department of Revenue	Shares	57.5KSH	$402
25	SJS Investment Consulting Inc.	Shares	37SH	$260
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	27SH	$180
27	Wealth Enhancement Trust Services, Inc.	Shares	23SH	$161
28	Pensionfund Sabic	Shares	18.7KSH	$131
29	Bogart Wealth, LLC	Shares	11SH	$77
30	First PREMIER Bank	Shares	5.1KSH	$36

Manager changes2026-06-30 vs 2026-03-31

30 / 30 loaded

#		Instrument
1	GRACE & WHITE INC /NY trimmed	Shares	-214.9K	+$1.7M	$7.2M
2	Abel Hall, LLC new	Shares	+135.3K	+$948.1K	$948.1K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+28.1K	+$220.2K	$300.6K
4	Sequoia Financial Advisors, LLC new	Shares	+16.0K	+$112.2K	$112.2K
5	Merit Financial Group, LLC new	Shares	+13.3K	+$93.5K	$93.5K
6	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$78.3K	$212.0K
7	CWC Advisors, LLC. trimmed	Shares	-828	+$63.3K	$181.4K
8	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$57.6K	$155.8K
9	Allegheny Financial Group trimmed	Shares	-7.2K	+$31.3K	$170.6K
10	Farther Finance Advisors, LLC added	Shares	+715	+$26.0K	$58.2K
11	Versant Capital Management, Inc trimmed	Shares	-717	+$19.9K	$62.5K
12	SIGNATUREFD, LLC trimmed	Shares	-262	+$18.7K	$53.7K
13	Hoese & Co LLP new	Shares	+1.2K	+$8.4K	$8.4K
14	GAMMA Investing LLC trimmed	Shares	-27	+$8.3K	$22.8K
15	IFP Advisors, Inc added	Shares	+837	+$6.1K	$6.6K
16	True Wealth Design, LLC added	Shares	+421	+$3.7K	$5.0K
17	Ares Financial Consulting, LLC unchanged	Shares	0	+$3.3K	$8.3K
18	EverSource Wealth Advisors, LLC trimmed	Shares	-92	+$2.7K	$8.3K
19	MassMutual Private Wealth & Trust, FSB trimmed	Shares	-129	+$2.3K	$7.8K
20	Fortitude Family Office, LLC new	Shares	+103	+$722	$722
21	SJS Investment Consulting Inc. new	Shares	+37	+$260	$260
22	Provenance Wealth Advisors, LLC unchanged	Shares	0	+$200	$540
23	Pensionfund PDN unchanged	Shares	0	+$179	$484
24	Wealth Enhancement Trust Services, Inc. new	Shares	+23	+$161	$161
25	State of Alaska, Department of Revenue unchanged	Shares	0	+$149	$402
26	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$65	$180
27	Pensionfund Sabic unchanged	Shares	0	+$48	$131
28	Bogart Wealth, LLC unchanged	Shares	0	+$28	$77
29	First PREMIER Bank unchanged	Shares	0	+$13	$36
30	Y-Intercept (Hong Kong) Ltd trimmed	Shares	-151.7K	-$368.1K	$818.8K