Cassady Schiller Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Cassady Schiller Wealth 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	$1.35K	Buy	+114	New	+$1.24K	﹤0.01%	705

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Cassady Schiller Wealth Management's SHO Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Sunstone Hotel Investors (SHO) in Q4 2024: 114 shares worth $1.35K. The stake represents ﹤0.01% of the portfolio and ranks #705 among its holdings.

242 funds tracked by Wall St. Rank hold SHO as of Q4 2024.

Cassady Schiller Wealth Management held 114 shares of Sunstone Hotel Investors worth $1.35K as of Q4 2024.
Sunstone Hotel Investors was a new Cassady Schiller Wealth Management position in Q4 2024.
Sunstone Hotel Investors made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #705 holding.
242 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.