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Bare Financial Services’s Sunstone Hotel Investors SHO Stock Holding History

Bare Financial 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
2026
Q2 		$6.69K Buy
584
+286
+96% +$3K ﹤0.01% 748
2026
Q1 		$2.69K Sell
298
-253
-46% -$2.32K ﹤0.01% 884
2025
Q4 		$4.93K Buy
551
+71
+15% +$651 ﹤0.01% 538
2025
Q3 		$4.5K Buy
480
+45
+10% +$414 ﹤0.01% 590
2025
Q2 		$3.78K Buy
435
+310
+248% +$2.67K ﹤0.01% 608
2025
Q1 		$1.18K Buy
+125
New +$1.36K ﹤0.01% 495

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bare Financial Services's SHO Position: Q2 2026 in Review

Bare Financial Services increased its Sunstone Hotel Investors (SHO) stake by 96% in Q2 2026, buying an estimated $3K and bringing the position to 584 shares worth $6.69K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Bare Financial Services first reported a position in SHO in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Bare Financial Services held 584 shares of Sunstone Hotel Investors worth $6.69K as of Q2 2026.
  • Bare Financial Services bought 286 Sunstone Hotel Investors shares in Q2 2026, an estimated $3K.
  • Sunstone Hotel Investors made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #748 holding.
  • Bare Financial Services first reported a position in Sunstone Hotel Investors in Q1 2025 and has held it in 6 quarters since.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.