AAS
SHO icon

Avantax Advisory Services’s Sunstone Hotel Investors SHO Stock Holding History

Avantax Advisory Services’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
Q2 		$181K Buy
20,796
+44
+0.2% +$379 ﹤0.01% 2228
2025
Q1 		$195K Sell
20,752
-697
-3% -$7.56K ﹤0.01% 2107
2024
Q4 		$254K Buy
+21,449
New +$234K ﹤0.01% 1898

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
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avantax Advisory Services's SHO Position: Q2 2025 in Review

Avantax Advisory Services increased its Sunstone Hotel Investors (SHO) stake by 0.21% in Q2 2025, buying an estimated $379 and bringing the position to 20,796 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2228.

Avantax Advisory Services first reported a position in SHO in Q4 2024 and has held it in 3 quarters since. The position peaked at $254K in Q4 2024. 234 funds tracked by Wall St. Rank hold SHO as of Q2 2025.

  • Avantax Advisory Services held 20,796 shares of Sunstone Hotel Investors worth $181K as of Q2 2025.
  • Avantax Advisory Services bought 44 Sunstone Hotel Investors shares in Q2 2025, an estimated $379.
  • Sunstone Hotel Investors made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2228 holding.
  • Avantax Advisory Services first reported a position in Sunstone Hotel Investors in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Sunstone Hotel Investors position peaked at $254K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.