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Blue Trust Inc’s Sunstone Hotel Investors SHO Stock Holding History

Blue Trust Inc’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 		– Sell
-201
Closed -$1.81K – 2624
2026
Q1 		$1.81K Hold
201
– – ﹤0.01% 2159
2025
Q4 		$1.8K Sell
201
-32
-14% -$293 ﹤0.01% 2161
2025
Q3 		$2.18K Sell
233
-6,311
-96% -$58K ﹤0.01% 2138
2025
Q2 		$56.8K Buy
6,544
+2,087
+47% +$18K ﹤0.01% 1364
2025
Q1 		$41.9K Sell
4,457
-1,992
-31% -$21.6K ﹤0.01% 1445
2024
Q4 		$76.4K Sell
6,449
-15,363
-70% -$167K ﹤0.01% 1048
2024
Q3 		$228K Buy
21,812
+14,406
+195% +$147K ﹤0.01% 798
2024
Q2 		$82.5K Buy
7,406
+5,734
+343% +$59.4K ﹤0.01% 1046
2024
Q1 		$18.6K Buy
1,672
+733
+78% +$8.01K ﹤0.01% 1254
2023
Q4 		$8K Buy
+939
New +$9.25K ﹤0.01% 1678
2023
Q2 		– Sell
-36
Closed – – 2476
2023
Q1 		$0 Buy
+36
New +$365 ﹤0.01% 2596

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

Blue Trust Inc's SHO Position: Q2 2026 in Review

Blue Trust Inc sold out of Sunstone Hotel Investors (SHO) in Q2 2026, closing a stake of 201 shares — an estimated $1.81K sold.

Blue Trust Inc first reported a position in SHO in Q1 2023 and held it in 11 quarters. The position peaked at $228K in Q3 2024. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Blue Trust Inc reported no remaining Sunstone Hotel Investors position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 201 Sunstone Hotel Investors shares in Q2 2026, an estimated $1.81K.
  • Blue Trust Inc first reported a position in Sunstone Hotel Investors in Q1 2023 and held it in 11 quarters.
  • Blue Trust Inc's Sunstone Hotel Investors position peaked at $228K in Q3 2024.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.