Institute for Wealth Management, LLC.
Position in CHH — Choice Hotels International Inc /De
CIK 1533954
DENVER, CO
Position in CHH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$387,157
+$4,518 QoQ
Shares Held
3,511
-5.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#186
of 332 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHH Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $4,558,535 across 6 Lodging names. CHH ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | H |
Hyatt Hotels Corp
|
9,969 | $1,932,390 | |
| 2 | MAR |
Marriott International Inc /Md/
|
4,418 | $1,637,266 | |
| 3 | HLT |
Hilton Worldwide Holdings Inc.
|
1,749 | $577,974 | |
| 4 | CHH |
Choice Hotels International Inc /De
This page
|
3,511 | $387,157 | |
| 5 | WH |
Wyndham Hotels & Resorts, Inc.
|
282 | $23,747 | |
| 6 | IHG |
Intercontinental Hotels Group PLC /New/
|
0 | $1 |
All Filings in CHH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,157 | 3,511 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $382,639 | 3,697 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $370,561 | 3,890 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $503,973 | 4,714 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $586,820 | 4,625 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $633,758 | 4,773 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $686,189 | 4,833 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $632,476 | 4,854 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $593,215 | 4,985 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $632,255 | 5,004 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $570,578 | 5,036 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $575,674 | 4,699 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $554,576 | 4,719 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $576,926 | 4,923 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $579,870 | 5,148 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $570,270 | 5,207 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $562,726 | 5,041 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $660,601 | 4,660 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $693,063 | 4,443 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $521,528 | 4,127 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $327,221 | 2,753 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $261,251 | 2,435 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||