Bank of Montreal’s Sunstone Hotel Investors SHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $126K | Buy |
13,956
+461
| +3% | +$4.23K | ﹤0.01% | 3074 |
|
|
2025
Q4 | $121K | Sell |
13,495
-382
| -3% | -$3.5K | ﹤0.01% | 2994 |
|
|
2025
Q3 | $130K | Sell |
13,877
-17,563
| -56% | -$161K | ﹤0.01% | 2900 |
|
|
2025
Q2 | $273K | Buy |
31,440
+873
| +3% | +$7.53K | ﹤0.01% | 2624 |
|
|
2025
Q1 | $288K | Buy |
30,567
+7,518
| +33% | +$81.5K | ﹤0.01% | 2536 |
|
|
2024
Q4 | $273K | Sell |
23,049
-110,530
| -83% | -$1.2M | ﹤0.01% | 2597 |
|
|
2024
Q3 | $1.42M | Buy |
133,579
+113,028
| +550% | +$1.16M | ﹤0.01% | 1858 |
|
|
2024
Q2 | $216K | Sell |
20,551
-5,169
| -20% | -$53.5K | ﹤0.01% | 2954 |
|
|
2024
Q1 | $287K | Buy |
25,720
+4,893
| +23% | +$53.5K | ﹤0.01% | 2811 |
|
|
2023
Q4 | $230K | Buy |
20,827
+1,685
| +9% | +$16.6K | ﹤0.01% | 3038 |
|
|
2023
Q3 | $179K | Sell |
19,142
-2,170
| -10% | -$20.5K | ﹤0.01% | 3104 |
|
|
2023
Q2 | $216K | Sell |
21,312
-8,261
| -28% | -$82.3K | ﹤0.01% | 3187 |
|
|
2023
Q1 | $321K | Buy |
29,573
+6,829
| +30% | +$69.3K | ﹤0.01% | 2742 |
|
|
2022
Q4 | $221K | Buy |
22,744
+533
| +2% | +$5.51K | ﹤0.01% | 3098 |
|
|
2022
Q3 | $246 | Buy |
+22,211
| New | +$240K | ﹤0.01% | 3072 |
|
|
2022
Q2 | – | Sell |
-49,961
| Closed | -$601K | – | 4408 |
|
|
2022
Q1 | $601K | Sell |
49,961
-3,317,374
| -99% | -$37.7M | ﹤0.01% | 2692 |
|
|
2021
Q4 | $39.4M | Buy |
+3,367,335
| New | +$40.3M | 0.02% | 512 |
|
|
2021
Q3 | – | Sell |
-11,192
| Closed | -$137K | – | 3930 |
|
|
2021
Q2 | $137K | Buy |
11,192
+5,022
| +81% | +$64K | ﹤0.01% | 3281 |
|
|
2021
Q1 | $78K | Sell |
6,170
-27,142
| -81% | -$324K | ﹤0.01% | 3511 |
|
|
2020
Q4 | $363K | Sell |
33,312
-102,082
| -75% | -$977K | ﹤0.01% | 2883 |
|
|
2020
Q3 | $1.1M | Sell |
135,394
-13,502
| -9% | -$107K | ﹤0.01% | 1927 |
|
|
2020
Q2 | $1.13M | Buy |
148,896
+44,878
| +43% | +$390K | ﹤0.01% | 1865 |
|
|
2020
Q1 | $841K | Sell |
104,018
-586,634
| -85% | -$6.82M | ﹤0.01% | 1769 |
|
|
2019
Q4 | $9.61M | Sell |
690,652
-101,747
| -13% | -$1.41M | 0.01% | 1006 |
|
|
2019
Q3 | $10.9M | Buy |
792,399
+253,934
| +47% | +$3.41M | 0.01% | 846 |
|
|
2019
Q2 | $7.38M | Buy |
538,465
+171,327
| +47% | +$2.42M | 0.01% | 1030 |
|
|
2019
Q1 | $5.29M | Buy |
367,138
+15,227
| +4% | +$219K | ﹤0.01% | 1131 |
|
|
2018
Q4 | $4.58M | Buy |
351,911
+130,404
| +59% | +$1.92M | ﹤0.01% | 1110 |
|
|
2018
Q3 | $3.62M | Sell |
221,507
-20,492
| -8% | -$338K | ﹤0.01% | 1365 |
|
|
2018
Q2 | $4.02M | Sell |
241,999
-239,716
| -50% | -$3.9M | ﹤0.01% | 1285 |
|
|
2018
Q1 | $7.33M | Sell |
481,715
-66,802
| -12% | -$1.05M | 0.01% | 982 |
|
|
2017
Q4 | $9.07M | Buy |
548,517
+370,648
| +208% | +$6.14M | 0.01% | 896 |
|
|
2017
Q3 | $2.86M | Sell |
177,869
-303,500
| -63% | -$4.82M | ﹤0.01% | 1433 |
|
|
2017
Q2 | $7.76M | Buy |
481,369
+52,036
| +12% | +$820K | 0.01% | 956 |
|
|
2017
Q1 | $6.58M | Buy |
429,333
+400,800
| +1,405% | +$5.97M | 0.01% | 958 |
|
|
2016
Q4 | $414K | Sell |
28,533
-900,399
| -97% | -$12.6M | ﹤0.01% | 2190 |
|
|
2016
Q3 | $11.9M | Buy |
928,932
+923,100
| +15,828% | +$12.1M | 0.01% | 740 |
|
|
2016
Q2 | $70K | Sell |
5,832
-99,189
| -94% | -$1.24M | ﹤0.01% | 2948 |
|
|
2016
Q1 | $1.47M | Sell |
105,021
-79,013
| -43% | -$973K | ﹤0.01% | 1582 |
|
|
2015
Q4 | $2.3M | Buy |
184,034
+165,125
| +873% | +$2.34M | ﹤0.01% | 1338 |
|
|
2015
Q3 | $250K | Sell |
18,909
-5,589
| -23% | -$80.5K | ﹤0.01% | 2152 |
|
|
2015
Q2 | $368K | Sell |
24,498
-34,715
| -59% | -$546K | ﹤0.01% | 2125 |
|
|
2015
Q1 | $987K | Buy |
59,213
+24,214
| +69% | +$416K | ﹤0.01% | 1651 |
|
|
2014
Q4 | $578K | Buy |
34,999
+6,543
| +23% | +$101K | ﹤0.01% | 1993 |
|
|
2014
Q3 | $393K | Sell |
28,456
-41,782
| -59% | -$606K | ﹤0.01% | 2194 |
|
|
2014
Q2 | $1.05M | Buy |
70,238
+59,702
| +567% | +$856K | ﹤0.01% | 1728 |
|
|
2014
Q1 | $145K | Buy |
+10,536
| New | +$141K | ﹤0.01% | 2638 |
|
|
2013
Q4 | – | Sell |
-5,475
| Closed | -$70K | – | 3908 |
|
|
2013
Q3 | $70K | Hold |
5,475
| – | – | ﹤0.01% | 2657 |
|
|
2013
Q2 | $66K | Buy |
+5,475
| New | +$66.7K | ﹤0.01% | 2607 |
|
Other funds holding SHO
VPM
VCM
Bank of Montreal's SHO Position: Q1 2026 in Review
Bank of Montreal increased its Sunstone Hotel Investors (SHO) stake by 3.4% in Q1 2026, buying an estimated $4.23K and bringing the position to 13,956 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #3074.
Bank of Montreal first reported a position in SHO in Q2 2013 and has held it in 49 quarters since. The position peaked at $39.4M in Q4 2021. 246 funds tracked by Wall St. Rank hold SHO as of Q1 2026.
- Bank of Montreal held 13,956 shares of Sunstone Hotel Investors worth $126K as of Q1 2026.
- Bank of Montreal bought 461 Sunstone Hotel Investors shares in Q1 2026, an estimated $4.23K.
- Sunstone Hotel Investors made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3074 holding.
- Bank of Montreal first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 49 quarters since.
- Bank of Montreal's Sunstone Hotel Investors position peaked at $39.4M in Q4 2021.
- 246 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.