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Clearstead Trust’s Sunstone Hotel Investors SHO Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-136
Closed -$1.27K – 1456
2025
Q3 		$1.27K Hold
136
– – ﹤0.01% 1146
2025
Q2 		$1.18K Buy
+136
New +$1.17K ﹤0.01% 1100

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Clearstead Trust's SHO Position: Q4 2025 in Review

Clearstead Trust sold out of Sunstone Hotel Investors (SHO) in Q4 2025, closing a stake of 136 shares — an estimated $1.27K sold.

Clearstead Trust first reported a position in SHO in Q2 2025 and held it in 2 quarters. The position peaked at $1.27K in Q3 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q4 2025.

  • Clearstead Trust reported no remaining Sunstone Hotel Investors position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 136 Sunstone Hotel Investors shares in Q4 2025, an estimated $1.27K.
  • Clearstead Trust first reported a position in Sunstone Hotel Investors in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Sunstone Hotel Investors position peaked at $1.27K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.