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 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Compass Financial Management's SHO Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.