AC
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AltraVue Capital’s Sunstone Hotel Investors SHO Stock Holding History

AltraVue Capital’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,431,347
Closed -$12.4M – 27
2025
Q2 		$12.4M Buy
1,431,347
+45,110
+3% +$389K 1.09% 25
2025
Q1 		$13M Sell
1,386,237
-138,990
-9% -$1.51M 1.31% 24
2024
Q4 		$18.1M Hold
1,525,227
– – 1.5% 24
2024
Q3 		$15.7M Sell
1,525,227
-6,270
-0.4% -$64.1K 1.42% 25
2024
Q2 		$16M Sell
1,531,497
-19,470
-1% -$202K 1.59% 23
2024
Q1 		$17.3M Sell
1,550,967
-12,940
-0.8% -$141K 1.87% 23
2023
Q4 		$16.8M Hold
1,563,907
– – 1.93% 21
2023
Q3 		$14.6M Hold
1,563,907
– – 1.74% 22
2023
Q2 		$15.8M Buy
1,563,907
+12,590
+0.8% +$125K 1.86% 21
2023
Q1 		$15.3M Hold
1,551,317
– – 1.84% 23
2022
Q4 		$15M Hold
1,551,317
– – 2.1% 22
2022
Q3 		$14.6M Sell
1,551,317
-71,590
-4% -$774K 2.19% 23
2022
Q2 		$16.1M Sell
1,622,907
-8,940
-0.5% -$102K 2.37% 20
2022
Q1 		$19.2M Hold
1,631,847
– – 2.61% 18
2021
Q4 		$19.1M Hold
1,631,847
– – 2.53% 21
2021
Q3 		$19.5M Buy
1,631,847
+81,170
+5% +$946K 2.88% 16
2021
Q2 		$19.3M Buy
1,550,677
+205,650
+15% +$2.62M 3.41% 10
2021
Q1 		$16.8M Buy
1,345,027
+654,250
+95% +$7.81M 3.71% 8
2020
Q4 		$7.83M Buy
+690,777
New +$6.61M 2.33% 22

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

AltraVue Capital's SHO Position: Q3 2025 in Review

AltraVue Capital sold out of Sunstone Hotel Investors (SHO) in Q3 2025, closing a stake of 1,431,347 shares — an estimated $12.4M sold.

AltraVue Capital first reported a position in SHO in Q4 2020 and held it in 19 quarters. The position peaked at $19.5M in Q3 2021. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2025.

  • AltraVue Capital reported no remaining Sunstone Hotel Investors position as of Q3 2025 after selling out during the quarter.
  • AltraVue Capital sold 1,431,347 Sunstone Hotel Investors shares in Q3 2025, an estimated $12.4M.
  • AltraVue Capital first reported a position in Sunstone Hotel Investors in Q4 2020 and held it in 19 quarters.
  • AltraVue Capital's Sunstone Hotel Investors position peaked at $19.5M in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2025.

Based on AltraVue Capital's 13F filing for Q3 2025, filed 12 Nov 2025.