Sunstone Hotel Investors, Inc.
SHO- Exchange
- NYSE
- Industry
- Hotels & Motels
- SEC CIK
- 0001295810
No open-market purchases or sales by Sunstone Hotel Investors, Inc. insiders were filed in the last 90 days; 274 institutions reported holding it in 13F filings for Q2 2026, worth $2.22B in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in Sunstone Hotel Investors, 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
- 232
- +6 vs. Q2 2023
- Shares held
- 210.8M
- −3.56M (−1.7%) vs. Q2 2023
- Total value
- $1.97B
- −$198.3M (−9.1%) vs. Q2 2023
- New holders
- 30
- 84 more added
- Sold out
- 24
- 90 more reduced
2 institutions 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 SHO 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 | 274 | $2.22B |
| Q1 2026 | 246 | $1.74B |
| Q4 2025 | 245 | $1.68B |
| Q3 2025 | 232 | $1.79B |
| Q2 2025 | 236 | $1.70B |
| Q1 2025 | 238 | $1.93B |
| Q4 2024 | 243 | $2.44B |
| Q3 2024 | 234 | $2.06B |
| Q2 2024 | 242 | $2.09B |
| Q1 2024 | 240 | $2.20B |
| Q4 2023 | 233 | $2.17B |
| Q3 2023 | 232 | $1.97B |
| Q2 2023 | 228 | $2.17B |
| Q1 2023 | 220 | $2.20B |
| Q4 2022 | 239 | $2.20B |
| Q3 2022 | 239 | $2.16B |
| Q2 2022 | 212 | $2.22B |
| Q1 2022 | 217 | $2.55B |
| Q4 2021 | 214 | $2.61B |
| Q3 2021 | 209 | $2.63B |
| Q2 2021 | 190 | $2.77B |
| Q1 2021 | 196 | $2.73B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Sunstone Hotel Investors, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Psagot Value Holdings Ltd. / (Israel) | 32 | $0 | 0.00% | −27−45.8% | Reduced |
| Massmutual Trust Co FSB | 24 | $224 | 0.00% | +24 | New |
| Abound Wealth Management | 36 | $337 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 47 | $439 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $505 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 65 | $608 | 0.00% | −69−51.5% | Reduced |
| Bell Investment Advisors, Inc | 84 | $786 | 0.00% | +84 | New |
| Proequities, Inc. | 93 | $876 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 116 | $1.00K | 0.00% | −58−33.3% | Reduced |
| Allworth Financial LP | 179 | $1.67K | 0.00% | +179 | New |
| Fifth Third Bancorp | 197 | $1.84K | 0.00% | −645−76.6% | Reduced |
| Lindbrook Capital, LLC | 199 | $1.86K | 0.00% | +199 | New |
| IFP Advisors, Inc | 206 | $1.93K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 222 | $2.08K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 300 | $2.81K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 407 | $3.81K | 0.00% | +14+3.6% | Added |
| Private Trust Co NA | 423 | $3.96K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 425 | $3.97K | 0.00% | +425 | New |
| Migdal Insurance & Financial Holdings Ltd. | 518 | $5.00K | 0.00% | +384+286.6% | Added |
| MCF Advisors LLC | 694 | $6.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 849 | $7.94K | 0.00% | −249−22.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,090 | $10.2K | 0.00% | −308−22.0% | Reduced |
| CWM, LLC | 1,577 | $15.0K | 0.00% | +114+7.8% | Added |
| Covestor Ltd | 2,357 | $21.0K | 0.02% | +785+49.9% | Added |
| Umb Bank N A | 2,600 | $24.3K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,208 | $30.0K | 0.00% | −44−1.4% | Reduced |
| Quadrant Capital Group LLC | 3,918 | $36.6K | 0.00% | +2,548+186.0% | Added |
| Tower Research Capital LLC (TRC) | 4,284 | $40.1K | 0.00% | −4,493−51.2% | Reduced |
| KBC Group NV | 5,869 | $55.0K | 0.00% | −9,772−62.5% | Reduced |
| Shelton Capital Management | 10,119 | $94.6K | 0.00% | −1,868−15.6% | Reduced |
| Norinchukin Bank, The | 10,352 | $96.8K | 0.00% | +10,352 | New |
| Centiva Capital, LP | 10,822 | $101.2K | 0.01% | −14,102−56.6% | Reduced |
| Fox Run Management, L.L.C. | 10,834 | $101.3K | 0.03% | +10,834 | New |
| Profund Advisors LLC | 11,746 | $109.8K | 0.01% | −1,246−9.6% | Reduced |
| Sequoia Financial Advisors, LLC | 11,991 | $112.1K | 0.00% | +443+3.8% | Added |
| Versor Investments LP | 12,000 | $112.2K | 0.02% | +12,000 | New |
| Metis Global Partners, LLC | 12,153 | $113.6K | 0.01% | +325+2.7% | Added |
| Everence Capital Management Inc | 12,360 | $116.0K | 0.01% | −20,310−62.2% | Reduced |
| Xponance, Inc. | 12,475 | $116.6K | 0.00% | +121+1.0% | Added |
| Walleye Capital LLC | 12,835 | $120.0K | 0.00% | +12,835 | New |
| MML Investors Services, LLC | 13,045 | $122.0K | 0.00% | +13,045 | New |
| Ethic Inc. | 13,177 | $123.2K | 0.00% | +13,177 | New |
| Cornerstone Investment Partners, LLC | 13,414 | $125.4K | 0.01% | −980−6.8% | Reduced |
| Evergreen Capital Management LLC | 13,516 | $127.3K | 0.01% | +13,516 | New |
| Mackenzie Financial Corp | 14,049 | $128.8K | 0.00% | −46−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 13,649 | $130.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,802 | $138.4K | 0.00% | −148−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 15,000 | $140.3K | 0.08% | −1,000−6.3% | Reduced |
| Mariner, LLC | 15,096 | $141.2K | 0.00% | −7,364−32.8% | Reduced |
| State of Wyoming | 15,172 | $141.9K | 0.03% | +12,254+419.9% | Added |
| Spirit of America Management Corp | 15,700 | $146.8K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 16,277 | $152.2K | 0.00% | +16,277 | New |
| LPL Financial LLC | 16,899 | $158.0K | 0.00% | +1,220+7.8% | Added |
| ProVise Management Group, LLC | 17,311 | $161.9K | 0.02% | +17,311 | New |
| Ci Investments Inc. | 17,879 | $167.0K | 0.00% | +17,879 | New |
| Advisor Group Holdings, Inc. | 18,181 | $170.0K | 0.00% | +7,933+77.4% | Added |
| Janney Montgomery Scott LLC | 18,150 | $170.0K | 0.00% | −411−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 18,198 | $170.2K | 0.00% | −1,070−5.6% | Reduced |
| Metropolitan Life Insurance Co | 18,451 | $172.5K | 0.01% | +483+2.7% | Added |
| M&T Bank Corp | 18,962 | $177.3K | 0.00% | +345+1.9% | Added |
| Bank of Montreal | 19,142 | $178.8K | 0.00% | −2,170−10.2% | Reduced |
| Verition Fund Management LLC | 20,435 | $191.1K | 0.00% | +20,435 | New |
| Ameritas Investment Partners, Inc. | 20,714 | $193.7K | 0.01% | +3,858+22.9% | Added |
| Jane Street Group, LLC | 20,751 | $194.0K | 0.00% | −342,692−94.3% | Reduced |
| AQR Capital Management LLC | 21,059 | $196.9K | 0.00% | −3,406−13.9% | Reduced |
| CIBC Asset Management Inc | 21,447 | $200.5K | 0.00% | −1,078−4.8% | Reduced |
| State of Wisconsin Investment Board | 21,692 | $202.8K | 0.00% | −6,249−22.4% | Reduced |
| Brevan Howard Capital Management LP | 21,797 | $203.8K | 0.06% | +21,797 | New |
| Atria Wealth Solutions, Inc. | 21,886 | $206.2K | 0.00% | +21,886 | New |
| Lazard Asset Management LLC | 23,394 | $218.0K | 0.00% | +1,256+5.7% | Added |
| Van Eck Associates Corp | 24,399 | $228.0K | 0.00% | +1,010+4.3% | Added |
| Penserra Capital Management LLC | 24,880 | $231.0K | 0.00% | +1,730+7.5% | Added |
| Nissay Asset Management Corp | 25,149 | $235.1K | 0.00% | +706+2.9% | Added |
| Squarepoint Ops LLC | 25,487 | $238.3K | 0.00% | +6,491+34.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 25,916 | $242.0K | 0.00% | −1,879−6.8% | Reduced |
| Verdence Capital Advisors LLC | 26,216 | $245.1K | 0.03% | +1,167+4.7% | Added |
| Quantamental Technologies LLC | 27,471 | $256.9K | 0.24% | +27,471 | New |
| The PNC Financial Services Group, Inc. | 27,491 | $257.0K | 0.00% | −5,666−17.1% | Reduced |
| Hazelview Securities Inc. | 30,400 | $285.2K | 0.05% | +30,400 | New |
| Pitcairn Co | 30,709 | $287.1K | 0.02% | +4,398+16.7% | Added |
| Pictet & Cie (Europe) SA | 30,711 | $287.1K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 31,041 | $290.2K | 0.01% | +125+0.4% | Added |
| ProShare Advisors LLC | 31,697 | $296.4K | 0.00% | −827−2.5% | Reduced |
| Russell Investments Group, Ltd. | 31,939 | $298.6K | 0.00% | −29,837−48.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,379 | $302.7K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 34,449 | $322.1K | 0.40% | +34,449 | New |
| New York Life Investment Management LLC | 36,037 | $336.9K | 0.00% | −5,677−13.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 36,049 | $337.1K | 0.00% | +33,858+1,545.3% | Added |
| Mutual of America Capital Management LLC | 36,312 | $339.5K | 0.00% | −4,137−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 36,546 | $342.0K | 0.00% | +36,546 | New |
| Natixis | 37,400 | $349.7K | 0.00% | +23,700+173.0% | Added |
| Susquehanna International Group, LLP | 37,986 | $355.2K | 0.00% | −73,220−65.8% | Reduced |
| Citadel Advisors LLC | 38,239 | $357.5K | 0.00% | −1,376,138−97.3% | Reduced |
| Public Employees Retirement Association of Colorado | 43,329 | $405.0K | 0.00% | −130.0% | Reduced |
| STRS Ohio | 43,600 | $407.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 44,268 | $414.0K | 0.00% | −14,527−24.7% | Reduced |
| Guggenheim Capital LLC | 44,744 | $418.4K | 0.00% | −73−0.2% | Reduced |
| Standard Life Aberdeen plc | 45,269 | $423.3K | 0.00% | +242+0.5% | Added |
| Truist Financial Corp | 45,523 | $425.6K | 0.00% | −9,110−16.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 45,729 | $427.6K | 0.05% | −10,191−18.2% | Reduced |