Bailard’s Sunstone Hotel Investors SHO Stock Holding History

Bailard’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
2026 Q2	$1M	Buy	87,700 +28,300	+48%	+$297K	0.02%	368
2026 Q1	$535K	Buy	+59,400	New	+$545K	0.01%	466
2024 Q3	–	Sell	-15,000	Closed	-$157K	–	803
2024 Q2	$157K	Buy	+15,000	New	+$155K	﹤0.01%	697
2022 Q2	–	Sell	-12,000	Closed	-$141K	–	782
2022 Q1	$141K	Sell	12,000 -4,100	-25%	-$46.6K	﹤0.01%	684
2021 Q4	$189K	Hold	16,100	–	–	0.01%	697
2021 Q3	$192K	Buy	+16,100	New	+$188K	0.01%	687
2021 Q2	–	Sell	-42,200	Closed	-$526K	–	755
2021 Q1	$526K	Buy	42,200 +20,800	+97%	+$248K	0.02%	382
2020 Q4	$242K	Buy	21,400 +6,200	+41%	+$59.3K	0.01%	495
2020 Q3	$121K	Buy	15,200 +900	+6%	+$7.14K	0.01%	525
2020 Q2	$117K	Buy	+14,300	New	+$124K	0.01%	484
2019 Q4	–	Sell	-13,500	Closed	-$185K	–	604
2019 Q3	$185K	Sell	13,500 -13,400	-50%	-$180K	0.01%	486
2019 Q2	$369K	Buy	26,900 +5,700	+27%	+$80.7K	0.02%	365
2019 Q1	$305K	Buy	+21,200	New	+$305K	0.02%	421

Other funds holding SHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bailard's SHO Position: Q2 2026 in Review

Bailard increased its Sunstone Hotel Investors (SHO) stake by 48% in Q2 2026, buying an estimated $297K and bringing the position to 87,700 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #368.

Bailard first reported a position in SHO in Q1 2019 and has held it in 13 quarters since. 275 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

Bailard held 87,700 shares of Sunstone Hotel Investors worth $1M as of Q2 2026.
Bailard bought 28,300 Sunstone Hotel Investors shares in Q2 2026, an estimated $297K.
Sunstone Hotel Investors made up 0.02% of Bailard's portfolio in Q2 2026, its #368 holding.
Bailard first reported a position in Sunstone Hotel Investors in Q1 2019 and has held it in 13 quarters since.
275 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.