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 Q3	$999K	Buy	89,100 +1,400	+2%	+$15.8K	0.02%	344
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

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Bailard's SHO Position: Q3 2026 in Review

Bailard increased its Sunstone Hotel Investors (SHO) stake by 1.6% in Q3 2026, buying an estimated $15.8K and bringing the position to 89,100 shares worth $999K. The position accounts for 0.02% of the portfolio, ranked #344.

Bailard first reported a position in SHO in Q1 2019 and has held it in 14 quarters since. The position peaked at $1M in Q2 2026. 32 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

Bailard held 89,100 shares of Sunstone Hotel Investors worth $999K as of Q3 2026.
Bailard bought 1,400 Sunstone Hotel Investors shares in Q3 2026, an estimated $15.8K.
Sunstone Hotel Investors made up 0.02% of Bailard's portfolio in Q3 2026, its #344 holding.
Bailard first reported a position in Sunstone Hotel Investors in Q1 2019 and has held it in 14 quarters since.
Bailard's Sunstone Hotel Investors position peaked at $1M in Q2 2026.
32 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.