COMPASS FINANCIAL MANAGEMENT LLC’s Sunstone Hotel Investors SHO Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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 Q2	$3.6K	Buy	+310	New	+$3.25K	﹤0.01%	1247

Other funds holding SHO

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SHO Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Sunstone Hotel Investors (SHO) in Q2 2026: 310 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #1247 among its holdings.

153 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 310 shares of Sunstone Hotel Investors worth $3.6K as of Q2 2026.
Sunstone Hotel Investors was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Sunstone Hotel Investors made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1247 holding.
153 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.