Carson Wealth (CWM LLC)
SHO icon

Carson Wealth (CWM LLC)’s Sunstone Hotel Investors SHO Stock Holding History

Carson Wealth (CWM LLC)’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 		$90.9K Buy
10,089
+272
+3% +$2.5K ﹤0.01% 3352
2025
Q4 		$88K Buy
9,817
+44
+0.5% +$404 ﹤0.01% 3168
2025
Q3 		$92K Buy
9,773
+1,744
+22% +$16K ﹤0.01% 3049
2025
Q2 		$70K Buy
8,029
+6,848
+580% +$59K ﹤0.01% 3014
2025
Q1 		$11K Sell
1,181
-651
-36% -$7.06K ﹤0.01% 4072
2024
Q4 		$22K Buy
1,832
+408
+29% +$4.45K ﹤0.01% 3382
2024
Q3 		$15K Sell
1,424
-6
-0.4% -$61 ﹤0.01% 3557
2024
Q2 		$15K Sell
1,430
-737
-34% -$7.63K ﹤0.01% 3313
2024
Q1 		$24K Sell
2,167
-316
-13% -$3.45K ﹤0.01% 2785
2023
Q4 		$27K Buy
2,483
+906
+57% +$8.93K ﹤0.01% 2580
2023
Q3 		$15K Buy
1,577
+114
+8% +$1.08K ﹤0.01% 2889
2023
Q2 		$15K Buy
1,463
+33
+2% +$329 ﹤0.01% 2835
2023
Q1 		$14K Sell
1,430
-260
-15% -$2.64K ﹤0.01% 2760
2022
Q4 		$16K Sell
1,690
-76
-4% -$786 ﹤0.01% 2525
2022
Q3 		$17K Buy
1,766
+1,298
+277% +$14K ﹤0.01% 2343
2022
Q2 		$5K Sell
468
-2,053
-81% -$23.5K ﹤0.01% 3009
2022
Q1 		$30K Buy
2,521
+2,047
+432% +$23.3K ﹤0.01% 1846
2021
Q4 		$6K Buy
+474
New +$5.67K ﹤0.01% 2665
2021
Q2 		$0 Hold
3
– – ﹤0.01% 2998
2021
Q1 		$0 Hold
3
– – ﹤0.01% 2997
2020
Q4 		$0 Hold
3
– – ﹤0.01% 2995
2020
Q3 		$0 Hold
3
– – ﹤0.01% 2994
2020
Q2 		$0 Hold
3
– – ﹤0.01% 2993
2020
Q1 		$0 Hold
3
– – ﹤0.01% 2993
2019
Q4 		$0 Hold
3
– – ﹤0.01% 2991
2019
Q3 		$0 Hold
3
– – ﹤0.01% 2991
2019
Q2 		$0 Hold
3
– – ﹤0.01% 2991
2019
Q1 		$0 Buy
+3
New +$43 ﹤0.01% 3242
2018
Q3 		– Sell
-58
Closed -$1K – 1972
2018
Q2 		$1K Buy
+58
New +$943 ﹤0.01% 1588
2017
Q4 		– Sell
-90
Closed -$1K – 1568
2017
Q3 		$1K Buy
+90
New +$1.43K ﹤0.01% 1414

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
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

Carson Wealth (CWM LLC)'s SHO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Sunstone Hotel Investors (SHO) stake by 2.8% in Q1 2026, buying an estimated $2.5K and bringing the position to 10,089 shares worth $90.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3352.

Carson Wealth (CWM LLC) first reported a position in SHO in Q3 2017 and has held it in 30 quarters since. The position peaked at $92K in Q3 2025. 246 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,089 shares of Sunstone Hotel Investors worth $90.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 272 Sunstone Hotel Investors shares in Q1 2026, an estimated $2.5K.
  • Sunstone Hotel Investors made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3352 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sunstone Hotel Investors in Q3 2017 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Sunstone Hotel Investors position peaked at $92K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.