Institutional Ownership Sunstone Hotel Investors, Inc. (SHO)
This table provides information about the institutional ownership of Sunstone Hotel Investors, Inc. (SHO). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 206 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
326
shares
|
$3,308
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
300
shares
|
$3,045
0.0% of portfolio
|
Q1 2025
Added 71.43%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
286
shares
|
$2,902
0.0% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
260
shares
|
$2,639
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
249
shares
|
$2,527
0.0% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
206
shares
|
$2,090
0.0% of portfolio
|
Q4 2024
Reduced 28.22%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
201
shares
|
$2,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
125
shares
|
$1,268
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
114
shares
|
$1,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
105
shares
|
$1,065
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
77
shares
|
$781
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
56
shares
|
$568
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
56
shares
|
$568
0.0% of portfolio
|
Q1 2025
Reduced 96.39%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
47
shares
|
$477
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
45
shares
|
$456
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
45
shares
|
$456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
41
shares
|
$416
0.0% of portfolio
|
Q1 2025
Reduced 51.76%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
41
shares
|
$416
0.0% of portfolio
|
Q1 2025
Reduced 84.23%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
40
shares
|
$406
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
24
shares
|
$243
0.0% of portfolio
|
Q3 2024
Added 14.29%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4
shares
|
$40
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3
shares
|
$30
0.0% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q1 2024
Reduced 99.52%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|