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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Bailard's SHO Position: Q1 2026 in Review

Bailard opened a new position in Sunstone Hotel Investors (SHO) in Q1 2026: 59,400 shares worth $535K. The stake represents 0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: Bailard previously reported a position in SHO as recently as Q2 2024.

Bailard first reported a position in SHO in Q1 2019 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

Bailard held 59,400 shares of Sunstone Hotel Investors worth $535K as of Q1 2026.
Sunstone Hotel Investors was a new Bailard position in Q1 2026.
Sunstone Hotel Investors made up 0.01% of Bailard's portfolio in Q1 2026, its #466 holding.
Bailard first reported a position in Sunstone Hotel Investors in Q1 2019 and has held it in 12 quarters since.
245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Bailard's 13F filing for Q1 2026, filed 11 May 2026.