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Brandywine Global Investment Management’s Sunstone Hotel Investors SHO Stock Holding History

Brandywine Global Investment Management’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
2024
Q4 		– Sell
-689,703
Closed -$7.14M – 691
2024
Q3 		$7.14M Buy
689,703
+8,457
+1% +$86.4K 0.05% 329
2024
Q2 		$7.13M Sell
681,246
-35,707
-5% -$370K 0.05% 328
2024
Q1 		$7.99M Buy
716,953
+24,435
+4% +$267K 0.06% 317
2023
Q4 		$7.43M Buy
692,518
+86,996
+14% +$857K 0.06% 310
2023
Q3 		$5.66M Sell
605,522
-24,893
-4% -$235K 0.05% 338
2023
Q2 		$6.38M Buy
630,415
+41,214
+7% +$411K 0.05% 328
2023
Q1 		$5.82M Buy
589,201
+16,660
+3% +$169K 0.05% 350
2022
Q4 		$5.53M Buy
572,541
+152,463
+36% +$1.58M 0.04% 352
2022
Q3 		$3.96M Buy
420,078
+203,742
+94% +$2.2M 0.04% 389
2022
Q2 		$2.15M Sell
216,336
-1,240
-0.6% -$14.2K 0.02% 521
2022
Q1 		$2.56M Buy
217,576
+40,749
+23% +$463K 0.02% 509
2021
Q4 		$2.07M Sell
176,827
-320
-0.2% -$3.83K 0.01% 523
2021
Q3 		$2.12M Sell
177,147
-168
-0.1% -$1.96K 0.02% 523
2021
Q2 		$2.2M Sell
177,315
-74
-0% -$942 0.02% 526
2021
Q1 		$2.21M Buy
177,389
+78
+0% +$931 0.02% 516
2020
Q4 		$2.01M Sell
177,311
-67,435
-28% -$645K 0.02% 483
2020
Q3 		$1.94M Buy
244,746
+78,875
+48% +$625K 0.02% 457
2020
Q2 		$1.35M Buy
165,871
+44,347
+36% +$385K 0.01% 493
2020
Q1 		$1.06M Buy
+121,524
New +$1.41M 0.01% 512
2016
Q3 		– Sell
-309,572
Closed -$3.74M – 984
2016
Q2 		$3.74M Buy
309,572
+67,748
+28% +$848K 0.03% 459
2016
Q1 		$3.39M Buy
+241,824
New +$2.98M 0.02% 478

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Brandywine Global Investment Management's SHO Position: Q4 2024 in Review

Brandywine Global Investment Management sold out of Sunstone Hotel Investors (SHO) in Q4 2024, closing a stake of 689,703 shares — an estimated $7.14M sold.

Brandywine Global Investment Management first reported a position in SHO in Q1 2016 and held it in 21 quarters. The position peaked at $7.99M in Q1 2024. 242 funds tracked by Wall St. Rank hold SHO as of Q4 2024.

  • Brandywine Global Investment Management reported no remaining Sunstone Hotel Investors position as of Q4 2024 after selling out during the quarter.
  • Brandywine Global Investment Management sold 689,703 Sunstone Hotel Investors shares in Q4 2024, an estimated $7.14M.
  • Brandywine Global Investment Management first reported a position in Sunstone Hotel Investors in Q1 2016 and held it in 21 quarters.
  • Brandywine Global Investment Management's Sunstone Hotel Investors position peaked at $7.99M in Q1 2024.
  • 242 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2024.

Based on Brandywine Global Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.