Compass Financial Management
SHO icon

Compass Financial Management’s Sunstone Hotel Investors SHO Stock Holding History

Compass Financial 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
2026
Q3 		$3.48K Hold
310
– – ﹤0.01% 1363
2026
Q2 		$3.6K Buy
+310
New +$3.25K ﹤0.01% 1247

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Geode Capital Management
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Nuveen
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JP Morgan Chase
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Arrowstreet Capital
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Dimensional Fund Advisors
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Qube Research & Technologies (QRT)
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Compass Financial Management's SHO Position: Q3 2026 in Review

Compass Financial Management held its Sunstone Hotel Investors (SHO) position steady in Q3 2026 at 310 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Compass Financial Management first reported a position in SHO in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.6K in Q2 2026. 228 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

  • Compass Financial Management held 310 shares of Sunstone Hotel Investors worth $3.48K as of Q3 2026.
  • Compass Financial Management left its Sunstone Hotel Investors share count unchanged in Q3 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1363 holding.
  • Compass Financial Management first reported a position in Sunstone Hotel Investors in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Sunstone Hotel Investors position peaked at $3.6K in Q2 2026.
  • 228 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.