Caldwell Sutter Capital’s Sunstone Hotel Investors SHO Stock Holding History

Caldwell Sutter Capital’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	$58.9K	Hold	5,140	–	–	0.02%	381
2026 Q1	$46.3K	Sell	5,140 -2,000	-28%	-$18.4K	0.02%	387
2025 Q4	$63.8K	Sell	7,140 -5,000	-41%	-$45.9K	0.03%	333
2025 Q3	$114K	Sell	12,140 -1,500	-11%	-$13.8K	0.05%	272
2025 Q2	$118K	Sell	13,640 -360	-3%	-$3.1K	0.05%	263
2025 Q1	$132K	Hold	14,000	–	–	0.06%	244
2024 Q4	$166K	Hold	14,000	–	–	0.08%	218
2024 Q3	$144K	Hold	14,000	–	–	0.07%	240
2024 Q2	$146K	Hold	14,000	–	–	0.07%	231
2024 Q1	$156K	Sell	14,000 -1,000	-7%	-$10.9K	0.08%	228
2023 Q4	$161K	Hold	15,000	–	–	0.08%	220
2023 Q3	$140K	Sell	15,000 -1,000	-6%	-$9.45K	0.08%	222
2023 Q2	$162K	Hold	16,000	–	–	0.08%	204
2023 Q1	$158K	Hold	16,000	–	–	0.12%	153
2022 Q4	$155K	Buy	+16,000	New	+$165K	0.14%	121

Other funds holding SHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Caldwell Sutter Capital's SHO Position: Q2 2026 in Review

Caldwell Sutter Capital held its Sunstone Hotel Investors (SHO) position steady in Q2 2026 at 5,140 shares worth $58.9K. The position accounts for 0.02% of the portfolio, ranked #381.

Caldwell Sutter Capital first reported a position in SHO in Q4 2022 and has held it in 15 quarters since. The position peaked at $166K in Q4 2024. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

Caldwell Sutter Capital held 5,140 shares of Sunstone Hotel Investors worth $58.9K as of Q2 2026.
Caldwell Sutter Capital left its Sunstone Hotel Investors share count unchanged in Q2 2026.
Sunstone Hotel Investors made up 0.02% of Caldwell Sutter Capital's portfolio in Q2 2026, its #381 holding.
Caldwell Sutter Capital first reported a position in Sunstone Hotel Investors in Q4 2022 and has held it in 15 quarters since.
Caldwell Sutter Capital's Sunstone Hotel Investors position peaked at $166K in Q4 2024.
274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.