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 248 institutions that hold shares in the stock, with a total of 201 Million shares, which have been reported (via 13F filing form) to have a value of $2.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
435
shares
|
$4,415
0.0% of portfolio
|
Q2 2025
Added 248.0%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
391
shares
|
$3,968
0.0% of portfolio
|
Q2 2022
Reduced 0.26%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
373
shares
|
$3,785
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
285
shares
|
$2,892
0.0% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
260
shares
|
$2,639
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
255
shares
|
$2,588
0.0% of portfolio
|
Q2 2025
Reduced 39.86%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
237
shares
|
$2,405
0.0% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
212
shares
|
$2,151
0.0% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
192
shares
|
$1,948
0.0% of portfolio
|
Q2 2025
Reduced 22.89%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
136
shares
|
$1,380
0.0% of portfolio
|
Q2 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
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
97
shares
|
$984
0.0% of portfolio
|
Q2 2025
Added 73.21%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
95
shares
|
$964
0.0% of portfolio
|
Q2 2025
Added 2275.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
69
shares
|
$700
0.0% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
60
shares
|
$609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
54
shares
|
$548
0.0% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
45
shares
|
$456
0.0% of portfolio
|
Q2 2025
Added 7117.78%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
27
shares
|
$274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
21
shares
|
$213
0.0% of portfolio
|
Q2 2025
Reduced 48.78%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
3
shares
|
$30
0.0% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1
shares
|
$10
0.0% of portfolio
|
Q2 2025
Reduced 95.83%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|