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, Q4 2023
Institutional positions in Sunstone Hotel Investors, Inc. as of Dec 31, 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
- 233
- +2 vs. Q3 2023
- Shares held
- 202.3M
- −8.49M (−4.0%) vs. Q3 2023
- Total value
- $2.17B
- +$199.0M (+10.1%) vs. Q3 2023
- New holders
- 32
- 87 more added
- Sold out
- 30
- 87 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sunstone Hotel Investors, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 16 | $172 | 0.00% | +16 | New |
| Farther Finance Advisors, LLC | 21 | $225 | 0.00% | −279−93.0% | Reduced |
| Abound Wealth Management | 36 | $387 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 47 | $507 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $579 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $601 | 0.00% | +56 | New |
| Parallel Advisors, LLC | 69 | $740 | 0.00% | +4+6.2% | Added |
| Huntington National Bank | 83 | $891 | 0.00% | +83 | New |
| Bell Investment Advisors, Inc | 84 | $902 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 114 | $1.24K | 0.00% | +21+22.6% | Added |
| Allworth Financial LP | 158 | $1.70K | 0.00% | −21−11.7% | Reduced |
| Massmutual Trust Co FSB | 180 | $1.93K | 0.00% | +156+650.0% | Added |
| Lindbrook Capital, LLC | 199 | $2.13K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 207 | $2.22K | 0.00% | +1+0.5% | Added |
| GAMMA Investing LLC | 226 | $2.41K | 0.00% | +226 | New |
| Principal Securities, Inc. | 237 | $2.54K | 0.00% | +237 | New |
| Private Trust Co NA | 495 | $5.31K | 0.00% | +72+17.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 561 | $6.00K | 0.00% | +43+8.3% | Added |
| MCF Advisors LLC | 694 | $7.45K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 704 | $7.55K | 0.00% | +507+257.4% | Added |
| Ronald Blue Trust, Inc. | 939 | $8.00K | 0.00% | +939 | New |
| Versant Capital Management, Inc | 799 | $8.57K | 0.00% | −50−5.9% | Reduced |
| Umb Bank N A | 939 | $10.1K | 0.00% | −1,661−63.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,090 | $11.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,569 | $16.0K | 0.01% | −788−33.4% | Reduced |
| CWM, LLC | 2,483 | $27.0K | 0.00% | +906+57.5% | Added |
| Advisors Asset Management, Inc. | 3,090 | $33.2K | 0.00% | −118−3.7% | Reduced |
| Quadrant Capital Group LLC | 5,305 | $56.9K | 0.00% | +1,387+35.4% | Added |
| KBC Group NV | 5,869 | $63.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 10,119 | $108.6K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 10,699 | $114.8K | 0.00% | −2,478−18.8% | Reduced |
| Lazard Asset Management LLC | 10,887 | $116.0K | 0.00% | −12,507−53.5% | Reduced |
| AQR Capital Management LLC | 11,096 | $119.1K | 0.00% | −9,963−47.3% | Reduced |
| Quadrature Capital Ltd | 11,675 | $125.2K | 0.00% | +11,675 | New |
| Sequoia Financial Advisors, LLC | 11,767 | $126.3K | 0.00% | −224−1.9% | Reduced |
| Advisor Group Holdings, Inc. | 11,907 | $127.8K | 0.00% | −6,274−34.5% | Reduced |
| PEAK6 Investments LLC | 12,015 | $128.9K | 0.01% | +12,015 | New |
| Fox Run Management, L.L.C. | 12,211 | $131.0K | 0.03% | +1,377+12.7% | Added |
| Sherbrooke Park Advisers LLC | 12,315 | $132.1K | 0.06% | +12,315 | New |
| Profund Advisors LLC | 12,351 | $132.5K | 0.01% | +605+5.2% | Added |
| Everence Capital Management Inc | 12,360 | $133.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 12,718 | $136.5K | 0.00% | +243+1.9% | Added |
| Crossmark Global Holdings, Inc. | 13,679 | $146.0K | 0.00% | +30+0.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 13,929 | $149.5K | 0.00% | −2,348−14.4% | Reduced |
| Mackenzie Financial Corp | 14,049 | $150.7K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,062 | $150.9K | 0.01% | +1,909+15.7% | Added |
| Caldwell Sutter Capital, Inc. | 15,000 | $160.9K | 0.08% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 15,161 | $162.7K | 0.09% | +15,161 | New |
| State of Wyoming | 15,439 | $165.7K | 0.03% | +267+1.8% | Added |
| Evergreen Capital Management LLC | 15,435 | $166.7K | 0.01% | +1,919+14.2% | Added |
| Spirit of America Management Corp | 15,700 | $168.5K | 0.04% | 00.0% | Unchanged |
| Mariner, LLC | 16,667 | $178.8K | 0.00% | +1,571+10.4% | Added |
| ProVise Management Group, LLC | 17,199 | $184.5K | 0.02% | −112−0.6% | Reduced |
| Metropolitan Life Insurance Co | 17,720 | $190.1K | 0.01% | −731−4.0% | Reduced |
| M&T Bank Corp | 19,263 | $206.7K | 0.00% | +301+1.6% | Added |
| Janney Montgomery Scott LLC | 19,590 | $210.0K | 0.00% | +1,440+7.9% | Added |
| Versor Investments LP | 19,600 | $210.3K | 0.04% | +7,600+63.3% | Added |
| Wexford Capital LP | 20,041 | $215.0K | 0.05% | +20,041 | New |
| Two Sigma Securities, LLC | 20,294 | $217.8K | 0.01% | +20,294 | New |
| LPL Financial LLC | 20,297 | $217.8K | 0.00% | +3,398+20.1% | Added |
| Landscape Capital Management, L.L.C. | 20,719 | $222.3K | 0.02% | +20,719 | New |
| Bank of Montreal | 20,827 | $229.5K | 0.00% | +1,685+8.8% | Added |
| Entropy Technologies, LP | 21,462 | $230.3K | 0.04% | +21,462 | New |
| Ameritas Investment Partners, Inc. | 21,582 | $231.6K | 0.01% | +868+4.2% | Added |
| Penserra Capital Management LLC | 22,996 | $246.0K | 0.00% | −1,884−7.6% | Reduced |
| Custom Index Systems, LLC | 23,453 | $251.7K | 0.16% | +23,453 | New |
| Dynamic Technology Lab Private Ltd | 24,108 | $259.0K | 0.03% | +24,108 | New |
| Cambria Investment Management, L.P. | 24,673 | $264.7K | 0.02% | +24,673 | New |
| Greenland Capital Management LP | 25,000 | $268.3K | 0.04% | +25,000 | New |
| Jaffetilchin Investment Partners, LLC | 25,098 | $269.3K | 0.03% | +25,098 | New |
| Lido Advisors, LLC | 25,350 | $275.3K | 0.00% | +25,350 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 26,045 | $279.0K | 0.00% | +129+0.5% | Added |
| Nissay Asset Management Corp | 26,051 | $279.5K | 0.00% | +902+3.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 27,145 | $291.0K | 0.00% | −8,904−24.7% | Reduced |
| The PNC Financial Services Group, Inc. | 27,867 | $299.0K | 0.00% | +376+1.4% | Added |
| Pitcairn Co | 28,917 | $310.3K | 0.02% | −1,792−5.8% | Reduced |
| Van Eck Associates Corp | 29,201 | $313.0K | 0.00% | +4,802+19.7% | Added |
| Squarepoint Ops LLC | 29,315 | $314.6K | 0.00% | +3,828+15.0% | Added |
| Pictet & Cie (Europe) SA | 30,711 | $329.5K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,379 | $347.4K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 32,587 | $349.7K | 0.00% | +648+2.0% | Added |
| Diversified Trust Co | 33,250 | $356.8K | 0.01% | +2,209+7.1% | Added |
| Public Employees Retirement Association of Colorado | 33,406 | $358.0K | 0.00% | −9,923−22.9% | Reduced |
| US Bancorp | 34,389 | $369.0K | 0.00% | +19,587+132.3% | Added |
| Trust Point Inc. | 34,455 | $369.7K | 0.03% | +34,455 | New |
| New York Life Investment Management LLC | 34,953 | $375.0K | 0.00% | −1,084−3.0% | Reduced |
| Mutual of America Capital Management LLC | 35,958 | $385.8K | 0.00% | −354−1.0% | Reduced |
| XTX Topco Ltd | 36,360 | $390.1K | 0.09% | +36,360 | New |
| Voloridge Investment Management, LLC | 36,866 | $395.6K | 0.00% | +36,866 | New |
| ProShare Advisors LLC | 39,063 | $419.1K | 0.00% | +7,366+23.2% | Added |
| Standard Life Aberdeen plc | 41,392 | $444.1K | 0.00% | −3,877−8.6% | Reduced |
| STRS Ohio | 42,500 | $456.0K | 0.00% | −1,100−2.5% | Reduced |
| Victory Capital Management Inc | 43,382 | $465.5K | 0.00% | −21,232−32.9% | Reduced |
| Truist Financial Corp | 44,125 | $473.5K | 0.00% | −1,398−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 48,186 | $517.0K | 0.05% | +48,186 | New |
| DekaBank Deutsche Girozentrale | 49,529 | $536.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 52,086 | $558.9K | 0.00% | +3,218+6.6% | Added |
| Guggenheim Capital LLC | 52,365 | $561.9K | 0.00% | +7,621+17.0% | Added |
| MQS Management LLC | 53,013 | $568.8K | 0.32% | +53,013 | New |