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Bell Investment Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Bell Investment 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
Q2 		$687 Hold
60
– – ﹤0.01% 1636
2026
Q1 		$541 Hold
60
– – ﹤0.01% 1706
2025
Q4 		$537 Hold
60
– – ﹤0.01% 1725
2025
Q3 		$563 Hold
60
– – ﹤0.01% 1729
2025
Q2 		$521 Buy
+60
New +$517 ﹤0.01% 1753
2024
Q3 		– Sell
-84
Closed -$879 – 1936
2024
Q2 		$879 Hold
84
– – ﹤0.01% 1648
2024
Q1 		$936 Hold
84
– – ﹤0.01% 1623
2023
Q4 		$902 Hold
84
– – ﹤0.01% 1623
2023
Q3 		$786 Buy
+84
New +$794 ﹤0.01% 1639
2021
Q4 		$1K Buy
+45
New +$538 ﹤0.01% 1596

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

Bell Investment Advisors's SHO Position: Q2 2026 in Review

Bell Investment Advisors held its Sunstone Hotel Investors (SHO) position steady in Q2 2026 at 60 shares worth $687. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Bell Investment Advisors first reported a position in SHO in Q4 2021 and has held it in 10 quarters since. The position peaked at $1K in Q4 2021. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Bell Investment Advisors held 60 shares of Sunstone Hotel Investors worth $687 as of Q2 2026.
  • Bell Investment Advisors left its Sunstone Hotel Investors share count unchanged in Q2 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1636 holding.
  • Bell Investment Advisors first reported a position in Sunstone Hotel Investors in Q4 2021 and has held it in 10 quarters since.
  • Bell Investment Advisors's Sunstone Hotel Investors position peaked at $1K in Q4 2021.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.