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Sunstone Hotel Investors Inc (SHO)

CUSIP: 867892101 | NYSE | Real Estate · REIT - Hotel & Motel | Small Cap | 899 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC21,076,79211.3%New 5%+ stakeSep 30, 202692d ahead of 13F (19,735,550 sh) · +1,341,242
13G/AVanguard Portfolio Management LLC21,076,792
11.3% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (19,735,550 sh) · +1,341,242

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,603,051
0.0% of portfolio›$29.2M
Tributary Capital Management, LLC1,647,414
1.7% of portfolio›$18.5M
Bank of New York Mellon Corp1,397,831
0.0% of portfolio›$15.7M
Principal Financial Group Inc895,729
0.0% of portfolio›$10.0M
New York State Teachers Retirement System280,032
0.0% of portfolio›$3.1K
Asset Management One Co., Ltd.258,653
0.0% of portfolio›$2.9M
Thrivent Financial for Lutherans194,450
0.0% of portfolio›$2.2K
Sumitomo Mitsui Trust Group, Inc.184,831
0.0% of portfolio›$2.1M
Citigroup Inc181,466
0.0% of portfolio›$2.0M
Mitsubishi UFJ Asset Management Co., Ltd.177,315
0.0% of portfolio›$2.0M
DekaBank Deutsche Girozentrale176,785
0.0% of portfolio›$2.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS174,200
0.0% of portfolio›$2.0M
Y-Intercept (Hong Kong) Ltd151,048
0.0% of portfolio›$1.7M
State of Alaska, Department of Revenue126,791
0.0% of portfolio›$1.4K
State of New Jersey Common Pension Fund D103,980
0.0% of portfolio›$1.2M
Illinois Municipal Retirement Fund97,147
0.0% of portfolio›$1.1M
CenterBook Partners LP95,768
0.0% of portfolio›$1.1M
Bailard, Inc.89,100
0.0% of portfolio›$998.8K
Louisiana State Employees Retirement System79,200
0.0% of portfolio›$887.8K
Daiwa Securities Group Inc.71,935
0.0% of portfolio›$806.4K
State of Wyoming61,288
0.1% of portfolio›$687.0K
Sumitomo Mitsui DS Asset Management Company, Ltd52,014
0.0% of portfolio›$583.1K
Arizona State Retirement System49,837
0.0% of portfolio›$558.7K
Strs Ohio48,800
0.0% of portfolio›$547.0K
Amalgamated Bank48,113
0.0% of portfolio›$539
Fifth Third Wealth Advisors LLC45,377
0.0% of portfolio›$508.7K
Oregon Public Employees Retirement Fund41,685
0.0% of portfolio›$467.3K
IFM Investors Pty Ltd35,410
0.0% of portfolio›$396.9K
Summit Global Investments35,271
0.0% of portfolio›$394
Achmea Investment Management B.V.34,107
0.0% of portfolio›$382.6K
Evergreen Capital Management LLC32,246
0.0% of portfolio›$361.5K
Yousif Capital Management, LLC30,048
0.0% of portfolio›$336.8K
HUB Investment Partners, LLC29,708
0.0% of portfolio›$333.0K
Creative Planning29,340
0.0% of portfolio›$328.9K
Pictet Asset Management Holding SA28,228
0.0% of portfolio›$316.4K
Nisa Investment Advisors, LLC27,711
0.0% of portfolio›$313.1K
ProShare Advisors LLC24,744
0.0% of portfolio›$277.4K
MacKenzie Financial Corp23,876
0.0% of portfolio›$267.7K
UniSuper Management Pty Ltd21,300
0.0% of portfolio›$238.8K
Mutual of America Capital Management LLC21,218
0.0% of portfolio›$237.9K
OpenArc Corporate Advisory, LLC20,363
0.0% of portfolio›$228.3K
CIBC Asset Management Inc18,135
0.0% of portfolio›$203.3K
Xponance LLC17,851
0.0% of portfolio›$200.1K
US Bancorp \de\15,793
0.0% of portfolio›$177.0K
Swiss Life Asset Management Ltd15,070
0.0% of portfolio›$168.9K
Cyndeo Wealth Partners, LLC15,068
0.0% of portfolio›$168.9K
Wealth Enhancement Advisory Services, LLC14,282
0.0% of portfolio›$162.1K
Trust Point Inc.12,810
0.0% of portfolio›$143.6K
Dynamic Advisor Solutions LLC12,392
0.0% of portfolio›$138.9K
Virginia Retirement Systems ET Al11,900
0.0% of portfolio›$133.4K
Park Capital Management, LLC / WI11,480
0.1% of portfolio›$128.7K
SAX Wealth Advisors, LLC11,299
0.0% of portfolio›$126.7K
Farther Finance Advisors, LLC10,938
0.0% of portfolio›$122.6K
Longboard Asset Management, LP10,797
3.3% of portfolio›$121.0K
Wolverine Asset Management LLC10,356
0.0% of portfolio›$116.1K
Spirit of America Management Corp8,700
0.0% of portfolio›$97.5K
Gamma Investing LLC8,159
0.0% of portfolio›$91.5K
KBC Group NV5,844
0.0% of portfolio›$66
Sterling Capital Management LLC5,115
0.0% of portfolio›$57.3K
Parallel Advisors, LLC4,994
0.0% of portfolio›$56.0K
Fortitude Family Office, LLC4,196
0.0% of portfolio›$47.0K
Pinnacle Wealth Planning Services, Inc.3,962
0.0% of portfolio›$44.4K
1620 Investment Advisors, Inc.3,517
0.0% of portfolio›$39.4K
Heritage Family Offices, LLP3,288
0.0% of portfolio›$36.9K
North Star Investment Management Corp.3,000
0.0% of portfolio›$33.6K
Assetmark, Inc2,544
0.0% of portfolio›$28.5K
Versant Capital Management, Inc2,433
0.0% of portfolio›$27.3K
SJS Investment Consulting Inc.2,395
0.0% of portfolio›$26.8K
GF Fund Management Co. Ltd.2,372
0.0% of portfolio›$26.6K
Harbor Capital Advisors, Inc.2,072
0.0% of portfolio›$23
EverSource Wealth Advisors, LLC2,049
0.0% of portfolio›$23.0K
Salomon & Ludwin, LLC1,975
0.0% of portfolio›$22.1K
Private Trust Co NA1,820
0.0% of portfolio›$20.4K
Fulcrum Asset Management LLP1,648
0.0% of portfolio›$18.6K
Fifth Third Bancorp1,098
0.0% of portfolio›$12.3K
Parkside Financial Bank & Trust918
0.0% of portfolio›$10.3K
Covestor Ltd867
0.0% of portfolio›$10
Bare Financial Services, Inc813
0.0% of portfolio›$9.1K
Mather Group, Llc.593
0.0% of portfolio›$6.6K
Clark Wealth Partners560
0.0% of portfolio›$6.3K
MassMutual Private Wealth & Trust, FSB536
0.0% of portfolio›$6.0K
Elyxium Wealth, LLC420
0.0% of portfolio›$4.7K
Pension & Wealth Management Advisors, Inc.313
0.0% of portfolio›$3.5K
Compass Financial Management LLC310
0.0% of portfolio›$3.5K
Mirae Asset Global Investments Co., Ltd.278
0.0% of portfolio›$3.1K
Root Financial Partners, LLC230
0.0% of portfolio›$2.6K
Ascentis Wealth Management, LLC218
0.0% of portfolio›$2.4K
Larson Financial Group LLC117
0.0% of portfolio›$1.3K
True Wealth Design, LLC95
0.0% of portfolio›$1.1K
Signaturefd, LLC93
0.0% of portfolio›$1.0K
Valley National Advisers Inc69
0.0% of portfolio›$774
Bell Investment Advisors, Inc60
0.0% of portfolio›$673
Essential Partners LLC58
0.0% of portfolio›$650
Blue Trust, Inc.47
0.0% of portfolio›$527
Gilpin Wealth Management, LLC40
0.0% of portfolio›$449
UMB Private Wealth Management, LLC37
0.0% of portfolio›$415
Cedar Mountain Advisors, LLC34
0.0% of portfolio›$381
JFS Wealth Advisors, LLC34
0.0% of portfolio›$382
Financial Consulate, Inc22
0.0% of portfolio›$247
Davis Capital Management17
0.0% of portfolio›$191
Caitong International Asset Management Co., Ltd6
0.0% of portfolio›$67
Hughes Financial Services, LLC3
0.0% of portfolio›$39
Proathlete Wealth Management LLC2
0.0% of portfolio›$22
IFP Advisors, Inc2
0.0% of portfolio›$22
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,603,051$29.2M0.0%IndexLowAustin, TX2026-11-04
Tributary Capital Management, LLC
1,647,414$18.5M1.7%ValueMediumOmaha, NE2026-10-28
Bank of New York Mellon Corp
1,397,831$15.7M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
895,729$10.0M0.0%CoreLowDes Moines, IA2026-11-02
New York State Teachers Retirement System
280,032$3.1K0.0%CoreVery LowAlbany, NY2026-10-22
Asset Management One Co., Ltd.
258,653$2.9M0.0%IndexVery LowTokyo, Mexico2026-10-27
Thrivent Financial for Lutherans
194,450$2.2K0.0%GARPMediumMinneapolis, MN2026-11-05
Sumitomo Mitsui Trust Group, Inc.
184,831$2.1M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Citigroup Inc
181,466$2.0M0.0%CoreMediumNew York, NY2026-11-04
Mitsubishi UFJ Asset Management Co., Ltd.
177,315$2.0M0.0%IndexVery LowTokyo, Mexico2026-11-05
DekaBank Deutsche Girozentrale
176,785$2.0K0.0%CoreLowFrankfurt, Hong Kong2026-10-27
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
174,200$2.0M0.0%CoreLowHarrisburg, PA2026-11-03
Y-Intercept (Hong Kong) Ltd
151,048$1.7M0.0%ValueVery HighHong Kong, South Korea2026-10-16
State of Alaska, Department of Revenue
126,791$1.4K0.0%CoreVery LowJuneau, AK2026-10-15
State of New Jersey Common Pension Fund D
103,980$1.2M0.0%CoreLowTrenton, NJ2026-11-05
Illinois Municipal Retirement Fund
97,147$1.1M0.0%CoreMediumOak Brook, IL2026-11-05
CenterBook Partners LP
95,768$1.1M0.0%ValueVery HighGreenwich, CT2026-11-02
Bailard, Inc.
89,100$998.8K0.0%GrowthMediumFoster City, CA2026-10-13
Louisiana State Employees Retirement System
79,200$887.8K0.0%IndexLowBaton Rouge, LA2026-10-20
Daiwa Securities Group Inc.
71,935$806.4K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
State of Wyoming
61,288$687.0K0.1%ValueHighCheyenne, WY2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
52,014$583.1K0.0%IndexVery LowTokyo, Mexico2026-10-20
Arizona State Retirement System
49,837$558.7K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
48,800$547.0K0.0%CoreMediumColumbus, OH2026-10-30
Amalgamated Bank
48,113$5390.0%CoreVery LowNew York, NY2026-10-23
Fifth Third Wealth Advisors LLC
45,377$508.7K0.0%IndexVery LowCincinnati, OH2026-10-22
Oregon Public Employees Retirement Fund
41,685$467.3K0.0%IndexVery LowTigard, OR2026-10-30
IFM Investors Pty Ltd
35,410$396.9K0.0%IndexVery LowMelbourne, China2026-10-14
Summit Global Investments
35,271$3940.0%CoreMediumBountiful, UT2026-10-28
Achmea Investment Management B.V.
34,107$382.6K0.0%CoreMediumZeist, Philippines2026-10-30
Evergreen Capital Management LLC
32,246$361.5K0.0%GARPMediumBellevue, WA2026-10-23
Yousif Capital Management, LLC
30,048$336.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
HUB Investment Partners, LLC
29,708$333.0K0.0%GrowthLowAustin, TX2026-11-03
Creative Planning
29,340$328.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Pictet Asset Management Holding SA
28,228$316.4K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Nisa Investment Advisors, LLC
27,711$313.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
ProShare Advisors LLC
24,744$277.4K0.0%GrowthLowBethesda, MD2026-10-29
MacKenzie Financial Corp
23,876$267.7K0.0%CoreMediumToronto Ontario, Australia2026-11-02
UniSuper Management Pty Ltd
21,300$238.8K0.0%GrowthLowMelbourne, Victoria, China2026-10-26
Mutual of America Capital Management LLC
21,218$237.9K0.0%IndexLowNew York, NY2026-10-23
OpenArc Corporate Advisory, LLC
20,363$228.3K0.0%GrowthLowAtlanta, GA2026-10-21
CIBC Asset Management Inc
18,135$203.3K0.0%GARPLowToronto, South Africa2026-11-05
Xponance LLC
17,851$200.1K0.0%IndexVery LowPhiladelphia, PA2026-11-03
US Bancorp \de\
15,793$177.0K0.0%IndexLowMinneapolis, MN2026-11-05
Swiss Life Asset Management Ltd
15,070$168.9K0.0%CoreLowZurich, Switzerland2026-11-03
Cyndeo Wealth Partners, LLC
15,068$168.9K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Wealth Enhancement Advisory Services, LLC
14,282$162.1K0.0%CoreLowPlymouth, MN2026-10-13
Trust Point Inc.
12,810$143.6K0.0%CoreMediumLa Crosse, WI2026-10-27
Dynamic Advisor Solutions LLC
12,392$138.9K0.0%ETFLowPhoenix, AZ2026-10-13
Virginia Retirement Systems ET Al
11,900$133.4K0.0%CoreMediumRichmond, VA2026-10-28
Park Capital Management, LLC / WI
11,480$128.7K0.1%GrowthHighMadison, WI2026-10-13
SAX Wealth Advisors, LLC
11,299$126.7K0.0%ETFVery LowParsippany, NJ2026-10-13
Farther Finance Advisors, LLC
10,938$122.6K0.0%IndexLowSan Francisco, CA2026-10-08
Longboard Asset Management, LP
10,797$121.0K3.3%YieldHighPhoenix, AZ2026-10-15
Wolverine Asset Management LLC
10,356$116.1K0.0%Deep ValueVery HighChicago, IL2026-11-02
Spirit of America Management Corp
8,700$97.5K0.0%GARPLowSyosset, NY2026-10-14
Gamma Investing LLC
8,159$91.5K0.0%IndexVery LowFoster City, CA2026-10-08
KBC Group NV
5,844$660.0%CoreMediumBrussels, Czech Republic2026-10-22
Sterling Capital Management LLC
5,115$57.3K0.0%GARPMediumCharlotte, NC2026-10-22
Parallel Advisors, LLC
4,994$56.0K0.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
4,196$47.0K0.0%ETFMediumScottsdale, AZ2026-10-14
Pinnacle Wealth Planning Services, Inc.
3,962$44.4K0.0%GARPLowMansfield, OH2026-10-27
1620 Investment Advisors, Inc.
3,517$39.4K0.0%ValueLowPlymouth, MA2026-11-04
Heritage Family Offices, LLP
3,288$36.9K0.0%GrowthHighScottsdale, AZ2026-11-02
North Star Investment Management Corp.
3,000$33.6K0.0%CoreLowChicago, IL2026-10-27
Assetmark, Inc
2,544$28.5K0.0%ETFLowConcord, CA2026-10-21
Versant Capital Management, Inc
2,433$27.3K0.0%GARPLowPhoenix, AZ2026-10-02
SJS Investment Consulting Inc.
2,395$26.8K0.0%ETFVery LowSylvania, OH2026-10-26
GF Fund Management Co. Ltd.
2,372$26.6K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
Harbor Capital Advisors, Inc.
2,072$230.0%ValueHighChicago, IL2026-10-22
EverSource Wealth Advisors, LLC
2,049$23.0K0.0%CoreMediumBirmingham, AL2026-11-04
Salomon & Ludwin, LLC
1,975$22.1K0.0%ETFVery LowRichmond, VA2026-10-29
Private Trust Co NA
1,820$20.4K0.0%CoreLowCleveland, OH2026-10-20
Fulcrum Asset Management LLP
1,648$18.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Fifth Third Bancorp
1,098$12.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Parkside Financial Bank & Trust
918$10.3K0.0%CoreVery LowSaint Louis, MO2026-10-27
Covestor Ltd
867$100.0%ValueHighLondon, United Kingdom2026-10-30
Bare Financial Services, Inc
813$9.1K0.0%ETFVery LowGap, PA2026-11-04
Mather Group, Llc.
593$6.6K0.0%ETFMediumChicago, IL2026-10-14
Clark Wealth Partners
560$6.3K0.0%ETFVery LowO'Fallon, IL2026-10-19
MassMutual Private Wealth & Trust, FSB
536$6.0K0.0%CoreLowSpringfield, MA2026-10-05
Elyxium Wealth, LLC
420$4.7K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Pension & Wealth Management Advisors, Inc.
313$3.5K0.0%ETFLowWaltham, MA2026-10-16
Compass Financial Management LLC
310$3.5K0.0%CoreN/ATampa, FL2026-10-30
Mirae Asset Global Investments Co., Ltd.
278$3.1K0.0%GrowthLowSeoul, Malaysia2026-11-03
Root Financial Partners, LLC
230$2.6K0.0%ETFMediumEncinitas, CA2026-10-21
Ascentis Wealth Management, LLC
218$2.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Larson Financial Group LLC
117$1.3K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
95$1.1K0.0%ETFMediumAkron, OH2026-10-13
Signaturefd, LLC
93$1.0K0.0%IndexLowAtlanta, GA2026-10-23
Valley National Advisers Inc
69$7740.0%ETFLowBethlehem, PA2026-10-23
Bell Investment Advisors, Inc
60$6730.0%ETFVery LowOrinda, CA2026-10-29
Essential Partners LLC
58$6500.0%ValueMediumRancho Santa Fe, CA2026-10-14
Blue Trust, Inc.
47$5270.0%ETFLowBrentwood, TN2026-10-15
Gilpin Wealth Management, LLC
40$4490.0%GrowthLowDenver, CO2026-10-09
UMB Private Wealth Management, LLC
37$4150.0%GrowthN/AKansas City, MO2026-10-19
Cedar Mountain Advisors, LLC
34$3810.0%ETFVery LowLake Oswego, OR2026-10-15
JFS Wealth Advisors, LLC
34$3820.0%ETFVery LowHermitage, PA2026-11-03
Financial Consulate, Inc
22$2470.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
17$1910.0%CoreLowJacksonville, FL2026-10-08
Caitong International Asset Management Co., Ltd
6$670.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hughes Financial Services, LLC
3$390.0%ETFLowHerndon, VA2026-10-30
Proathlete Wealth Management LLC
2$220.0%ETFVery LowBoca Raton, FL2026-10-15
IFP Advisors, Inc
2$220.0%GrowthLowTampa, FL2026-10-16