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Basecamp Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Basecamp Wealth Advisors’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 		– Sell
-56
Closed -$501 – 2145
2025
Q4 		$501 Buy
+56
New +$514 ﹤0.01% 1638

Other funds holding SHO

BlackRock
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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Basecamp Wealth Advisors's SHO Position: Q1 2026 in Review

Basecamp Wealth Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2026, closing a stake of 56 shares — an estimated $501 sold.

Basecamp Wealth Advisors first reported a position in SHO in Q4 2025 and held it in 1 quarter. The position peaked at $501 in Q4 2025. 246 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Basecamp Wealth Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2026 after selling out during the quarter.
  • Basecamp Wealth Advisors sold 56 Sunstone Hotel Investors shares in Q1 2026, an estimated $501.
  • Basecamp Wealth Advisors first reported a position in Sunstone Hotel Investors in Q4 2025 and held it in 1 quarter.
  • Basecamp Wealth Advisors's Sunstone Hotel Investors position peaked at $501 in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q1 2026, filed 24 Jun 2026.