SHO — SUNSTONE HOTEL INVS INC NEW
As of Q2 2026, 37 SEC-registered investment managers reported holding SHO (SUNSTONE HOTEL INVS INC NEW) in their latest 13F filings, with a combined reported value of $1.06B across 92.66M shares. That is +7.1% by share count (+6.14M shares) versus the previous quarter, while reported value moved +35.6%. Ownership is concentrated: the five largest holders account for 59.8% of reported value and the top ten for 78.6%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 11 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SHO is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 35.12M | $402.09M | 0.01% | Add |
| Vanguard Group history | Q4 2025 | 29.29M | $261.86M | 0.00% | Reduce |
| Bank of America Corp history | Q2 2026 | 6.21M | $71.07M | 0.01% | Reduce |
| Geode Capital Management history | Q2 2026 | 5.20M | $59.50M | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 4.53M | $51.90M | 0.06% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 4.21M | $48.26M | 0.01% | Reduce |
| Citadel Advisors history | Q2 2026 | 4.12M | $47.20M | 0.01% | Add |
| MFS Investment Management history | Q1 2026 | 4.73M | $45.87M | 0.02% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 3.80M | $44.36M | 0.01% | New |
| Goldman Sachs Group history | Q2 2026 | 3.73M | $42.71M | 0.00% | Add |
| Legal & General Investment Management America history | Q2 2026 | 2.89M | $33.11M | 0.01% | Hold |
| Northern Trust Corp history | Q2 2026 | 2.78M | $31.79M | 0.00% | Add |
| Arrowstreet Capital history | Q2 2026 | 2.65M | $30.39M | 0.01% | Add |
| Morgan Stanley history | Q2 2026 | 2.39M | $27.33M | 0.00% | Add |
| BNY Mellon history | Q2 2026 | 1.42M | $16.29M | 0.00% | Hold |
| Millennium Management history | Q2 2026 | 1.25M | $14.36M | 0.01% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 1.18M | $13.53M | 0.02% | Reduce |
| UBS Group AG history | Q2 2026 | 1.09M | $12.50M | 0.00% | Add |
| Norges Bank Investment Management history | Q2 2026 | 1.06M | $12.13M | 0.00% | Add |
| Invesco Ltd history | Q2 2026 | 1.02M | $11.71M | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 3.80M sh · $44.36M
- Marshall Wace 910.54K sh · $10.43M
- D. E. Shaw & Co 759.34K sh · $8.69M
- Point72 Asset Management 303.47K sh · $3.47M
Fully Exited (vs previous quarter)
- MFS Investment Management sold 4.73M sh · $45.87M
- Janus Henderson Group sold 93.19K sh · $840.09K
- Fidelity International (FIL) sold 5.61K sh · $50.58K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 37.26M | 38.14M | 37.19M | 34.03M | 32.63M | 32.79M | 32.99M | 35.12M |
| Bank of America Corp | 151.13K | 280.25K | 394.43K | 366.94K | 299.84K | 424.30K | 409.60K | 183.58K | 626.58K | 1.61M | 2.14M | 1.67M | 5.34M | 6.57M | 6.37M | 7.24M | 7.75M | 8.34M | 10.10M | 6.21M |
| Geode Capital Management | 4.31M | 4.28M | 4.49M | 4.32M | 4.26M | 4.35M | 4.52M | 4.52M | 4.69M | 4.88M | 4.97M | 5.14M | 5.25M | 5.17M | 5.18M | 5.08M | 4.99M | 4.88M | 5.06M | 5.20M |
| Prudential Financial | 21.64K | 19.32K | 160.64K | 160.68K | 219.96K | 215.44K | 239.01K | 281.15K | 303.62K | 247.23K | 255.13K | 240.23K | 214.31K | 204.68K | 2.24M | 2.33M | 4.13M | 4.40M | 4.63M | 4.53M |
| Charles Schwab Investment Management | 3.70M | 3.83M | 3.92M | 3.87M | 3.77M | 3.71M | 3.75M | 3.72M | 3.82M | 3.91M | 3.96M | 3.96M | 4.08M | 4.16M | 4.11M | 4.12M | 4.08M | 4.20M | 4.28M | 4.21M |
| Citadel Advisors | 463.51K | 273.58K | 4.66M | 550.28K | 434.58K | 12.10K | 201.70K | 1.43M | 41.04K | 332.74K | 1.37M | 3.17M | 919.78K | 6.97M | 3.52M | 2.92M | 3.32M | 3.01M | 2.46M | 4.12M |
| JPMorgan Chase & Co | 5.80M | 5.53M | 4.45M | 9.54M | 5.36M | 2.85M | 3.59M | 3.91M | 4.73M | 3.89M | 3.92M | 3.64M | 4.78M | 4.72M | 4.86M | 4.26M | 3.92M | 2.63M | — | 3.80M |
| Goldman Sachs Group | 415.95K | 1.25M | 2.19M | 1.70M | 1.70M | 956.99K | 1.20M | 2.00M | 3.97M | 1.20M | 1.23M | 2.04M | 2.18M | 1.20M | 2.79M | 1.91M | 1.37M | 1.28M | 1.17M | 3.73M |
| Legal & General Investment Management America | 1.93M | 2.32M | 2.62M | 2.53M | 3.03M | 3.18M | 3.31M | 3.37M | 3.19M | 3.33M | 3.32M | 3.32M | 3.26M | 3.14M | 3.30M | 3.12M | 3.02M | 3.41M | 2.88M | 2.89M |
| Northern Trust Corp | 4.78M | 4.11M | 3.26M | 3.65M | 3.80M | 4.40M | 4.50M | 4.22M | 4.08M | 2.85M | 2.67M | 2.60M | 2.62M | 3.16M | 3.18M | 2.86M | 2.71M | 2.53M | 2.64M | 2.78M |
| Arrowstreet Capital | — | — | — | — | — | — | — | — | — | 828.45K | 1.57M | 810.04K | 775.13K | — | 26.59K | — | 222.06K | 167.00K | 758.99K | 2.65M |
| Morgan Stanley | 478.14K | 596.01K | 501.02K | 466.01K | 2.05M | 1.64M | 1.23M | 1.40M | 2.23M | 2.43M | 2.16M | 1.75M | 1.93M | 2.24M | 1.59M | 2.40M | 2.49M | 1.83M | 1.40M | 2.39M |
| BNY Mellon | 3.71M | 3.19M | 2.81M | 2.69M | 3.70M | 3.84M | 3.82M | 3.69M | 3.60M | 3.51M | 3.46M | 3.34M | 2.46M | 1.70M | 1.64M | 1.68M | 1.57M | 1.46M | 1.42M | 1.42M |
| Millennium Management | 84.09K | 1.06M | 105.23K | 54.43K | 136.81K | 35.76K | 34.89K | 289.69K | 1.05M | 96.94K | 377.72K | 1.77M | 1.62M | 2.09M | 2.39M | 1.55M | 1.79M | 2.48M | 2.39M | 1.25M |
| Balyasny Asset Management | 1.10M | 604.95K | 322.89K | 3.15M | 5.00M | 4.30M | 3.25M | 101.36K | 936.12K | 3.87M | 2.83M | 1.26M | 902.36K | — | — | 4.76M | 2.98M | 3.66M | 3.06M | 1.18M |
| UBS Group AG | 336.01K | 228.64K | 207.55K | 164.20K | 266.55K | 254.60K | 20.70K | 221.22K | 84.38K | 196.77K | 184.07K | 233.43K | 414.63K | 937.45K | 726.92K | 606.01K | 1.33M | 531.46K | 773.55K | 1.09M |
| Norges Bank Investment Management | — | — | — | — | — | 2.06M | — | — | — | 1.37M | — | 1.02M | — | 731.29K | — | 246.85K | — | 76.74K | — | 1.06M |
| Invesco Ltd | 11.06M | 1.38M | 1.60M | 324.65K | 594.87K | 984.06K | 1.04M | 655.20K | 671.19K | 1.02M | 1.19M | 1.76M | 1.86M | 1.76M | 1.66M | 1.20M | 895.27K | 810.12K | 926.94K | 1.02M |
| PSP Investments | — | — | — | — | 389.18K | 382.78K | 370.05K | 367.61K | 256.08K | 426.32K | 421.10K | 448.15K | 431.45K | 500.55K | 637.09K | 677.91K | 740.96K | 949.93K | 972.10K | 950.62K |
| Marshall Wace | — | — | — | — | — | — | — | — | — | — | 725.12K | 91.00K | — | 339.53K | — | 61.27K | — | 36.04K | — | 910.54K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details