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 247 institutions that hold shares in the stock, with a total of 198 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
325
shares
|
$3,298
0.0% of portfolio
|
Q3 2025
Added 37.13%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
260
shares
|
$2,639
0.0% of portfolio
|
Q1 2025
Reduced 19.75%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
233
shares
|
$2,364
0.0% of portfolio
|
Q3 2025
Reduced 96.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
230
shares
|
$2,334
0.0% of portfolio
|
Q3 2025
Reduced 19.3%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
136
shares
|
$1,380
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
124
shares
|
$1,258
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
116
shares
|
$1,177
0.0% of portfolio
|
Q3 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
|
Oct 27, 2025 Q3 2025 |
105
shares
|
$1,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
105
shares
|
$1,065
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
95
shares
|
$964
0.0% of portfolio
|
Q2 2025
Added 2275.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
60
shares
|
$609
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
60
shares
|
$609
0.0% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
54
shares
|
$548
0.0% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
52
shares
|
$527
0.0% of portfolio
|
Q3 2025
Added 5100.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
33
shares
|
$334
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
13
shares
|
$131
0.0% of portfolio
|
Q3 2025
Reduced 38.1%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
3
shares
|
$30
0.0% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|