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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 10,887 | $116.0K | 0.00% | −12,507−53.5% | Reduced |
| Ethic Inc. | 10,699 | $114.8K | 0.00% | −2,478−18.8% | Reduced |
| Shelton Capital Management | 10,119 | $108.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 5,869 | $63.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 5,305 | $56.9K | 0.00% | +1,387+35.4% | Added |
| Advisors Asset Management, Inc. | 3,090 | $33.2K | 0.00% | −118−3.7% | Reduced |
| CWM, LLC | 2,483 | $27.0K | 0.00% | +906+57.5% | Added |
| Covestor Ltd | 1,569 | $16.0K | 0.01% | −788−33.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,090 | $11.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 939 | $10.1K | 0.00% | −1,661−63.9% | Reduced |
| Versant Capital Management, Inc | 799 | $8.57K | 0.00% | −50−5.9% | Reduced |
| Ronald Blue Trust, Inc. | 939 | $8.00K | 0.00% | +939 | New |
| Fifth Third Bancorp | 704 | $7.55K | 0.00% | +507+257.4% | Added |
| MCF Advisors LLC | 694 | $7.45K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 561 | $6.00K | 0.00% | +43+8.3% | Added |
| Private Trust Co NA | 495 | $5.31K | 0.00% | +72+17.0% | Added |
| Principal Securities, Inc. | 237 | $2.54K | 0.00% | +237 | New |
| GAMMA Investing LLC | 226 | $2.41K | 0.00% | +226 | New |
| IFP Advisors, Inc | 207 | $2.22K | 0.00% | +1+0.5% | Added |
| Lindbrook Capital, LLC | 199 | $2.13K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 180 | $1.93K | 0.00% | +156+650.0% | Added |
| Allworth Financial LP | 158 | $1.70K | 0.00% | −21−11.7% | Reduced |
| Proequities, Inc. | 114 | $1.24K | 0.00% | +21+22.6% | Added |
| Bessemer Group Inc | 116 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $902 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 83 | $891 | 0.00% | +83 | New |
| Parallel Advisors, LLC | 69 | $740 | 0.00% | +4+6.2% | Added |
| Private Wealth Management Group, LLC | 56 | $601 | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 54 | $579 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 47 | $507 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $387 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 21 | $225 | 0.00% | −279−93.0% | Reduced |
| Parkside Financial Bank & Trust | 16 | $172 | 0.00% | +16 | New |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −787,400−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −505,918−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −373,064−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −328,423−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −228,200−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −144,687−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −62,578−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −61,300−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −58,480−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −50,627−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −46,432−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −45,729−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −37,400−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −36,546−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −34,449−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −26,216−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −21,886−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −21,447−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,435−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −18,198−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −17,879−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −13,414−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −13,045−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,835−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,822−100.0% | Sold out |
| Norinchukin Bank, The | 0 | $0 | 0.00% | −10,352−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −407−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Quantamental Technologies LLC | – | – | – | – | Not filed |