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 2024
Institutional positions in Sunstone Hotel Investors, Inc. as of Sep 30, 2024. 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
- 234
- −5 vs. Q2 2024
- Shares held
- 199.3M
- +36.1M (+22.1%) vs. Q2 2024
- Total value
- $2.06B
- +$358.6M (+21.1%) vs. Q2 2024
- New holders
- 25
- 82 more added
- Sold out
- 30
- 92 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Sunstone Hotel Investors, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Umb Bank N A | 1,281 | $13.2K | 0.00% | +208+19.4% | Added |
| Lazard Asset Management LLC | 1,289 | $13.0K | 0.00% | −6,994−84.4% | Reduced |
| Rise Advisors, LLC | 1,009 | $10.4K | 0.00% | +9+0.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 962 | $9.93K | 0.00% | −36−3.6% | Reduced |
| EverSource Wealth Advisors, LLC | 858 | $8.86K | 0.00% | −232−21.3% | Reduced |
| Fifth Third Bancorp | 858 | $8.86K | 0.00% | +65+8.2% | Added |
| Sterling Capital Management LLC | 708 | $7.31K | 0.00% | +708 | New |
| MCF Advisors LLC | 694 | $7.16K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 553 | $5.86K | 0.00% | +246+80.1% | Added |
| Private Trust Co NA | 495 | $5.11K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 431 | $4.00K | 0.00% | +315+271.6% | Added |
| Quarry LP | 378 | $3.90K | 0.00% | −3,932−91.2% | Reduced |
| Principal Securities, Inc. | 321 | $3.31K | 0.00% | +84+35.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 276 | $3.00K | 0.00% | −283−50.6% | Reduced |
| Global Retirement Partners, LLC | 287 | $2.96K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 227 | $2.34K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 214 | $2.21K | 0.00% | −79−27.0% | Reduced |
| Rothschild Investment LLC | 200 | $2.06K | 0.00% | +105+110.5% | Added |
| Allworth Financial LP | 158 | $1.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 136 | $1.40K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 118 | $1.22K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 86 | $895 | 0.00% | −10−10.4% | Reduced |
| Parallel Advisors, LLC | 72 | $744 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $578 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $557 | 0.00% | −1,441−96.4% | Reduced |
| Larson Financial Group LLC | 45 | $464 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 41 | $423 | 0.00% | +41 | New |
| Massmutual Trust Co FSB | 24 | $248 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $248 | 0.00% | +3+14.3% | Added |
| Parkside Financial Bank & Trust | 16 | $166 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 16 | $166 | 0.00% | +16 | New |
| Dunhill Financial, LLC | 14 | $142 | 0.00% | +14 | New |
| IFP Advisors, Inc | 1 | $10 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $0 | 0.00% | −1,569−97.3% | Reduced |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −1,046,373−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −239,603−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −200,971−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −113,506−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −109,241−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −90,996−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −83,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −66,874−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −54,470−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −53,881−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −47,223−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −33,640−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −29,997−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −29,800−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −29,413−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −25,217−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −24,457−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −23,316−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −21,504−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −16,439−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −15,930−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −15,651−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −11,515−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,868−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Hazelview Securities Inc. | – | – | – | – | Not filed |