Barings Real Estate Advisers’s Sunstone Hotel Investors SHO Stock Holding History

Barings Real Estate Advisers’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
2016 Q4	$887K	Buy	+58,148	New	+$811K	0.3%	35
2014 Q1	–	Sell	-165,128	Closed	-$2.21M	–	53
2013 Q4	$2.21M	Buy	165,128 +10,850	+7%	+$143K	1.57%	23
2013 Q3	$1.97M	Buy	154,278 +9,962	+7%	+$127K	1.23%	22
2013 Q2	$1.74M	Buy	+144,316	New	+$1.76M	1.05%	25

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Barings Real Estate Advisers's SHO Position: Q4 2016 in Review

Barings Real Estate Advisers opened a new position in Sunstone Hotel Investors (SHO) in Q4 2016: 58,148 shares worth $887K. The stake represents 0.3% of the portfolio and ranks #35 among its holdings. This is a return to the name: Barings Real Estate Advisers previously reported a position in SHO as recently as Q4 2013.

Barings Real Estate Advisers first reported a position in SHO in Q2 2013 and has held it in 4 quarters since. The position peaked at $2.21M in Q4 2013. 197 funds tracked by Wall St. Rank hold SHO as of Q4 2016.

Barings Real Estate Advisers held 58,148 shares of Sunstone Hotel Investors worth $887K as of Q4 2016.
Sunstone Hotel Investors was a new Barings Real Estate Advisers position in Q4 2016.
Sunstone Hotel Investors made up 0.3% of Barings Real Estate Advisers's portfolio in Q4 2016, its #35 holding.
Barings Real Estate Advisers first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 4 quarters since.
Barings Real Estate Advisers's Sunstone Hotel Investors position peaked at $2.21M in Q4 2013.
197 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2016.

Based on Barings Real Estate Advisers's 13F filing for Q4 2016, filed 1 Feb 2017.