Concourse Financial Group Securities’s Sunstone Hotel Investors SHO Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-93	Closed	-$1.07K	–	1709
2024 Q4	$1.07K	Buy	93 +7	+8%	+$76	﹤0.01%	2083
2024 Q3	$895	Sell	86 -10	-10%	-$102	﹤0.01%	2080
2024 Q2	$1.01K	Sell	96 -6	-6%	-$62	﹤0.01%	2122
2024 Q1	$1.14K	Sell	102 -12	-11%	-$131	﹤0.01%	2122
2023 Q4	$1.24K	Buy	114 +21	+23%	+$207	﹤0.01%	2089
2023 Q3	$876	Hold	93	–	–	﹤0.01%	2114
2023 Q2	$945	Sell	93 -8	-8%	-$80	﹤0.01%	2141
2023 Q1	$1K	Sell	101 -7	-6%	-$71	﹤0.01%	2162
2022 Q4	$1.05K	Buy	108 +10	+10%	+$103	﹤0.01%	2161
2022 Q3	$1K	Buy	+98	New	+$1.06K	﹤0.01%	1929

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

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

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

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

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concourse Financial Group Securities's SHO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 93 shares — an estimated $1.07K sold.

Concourse Financial Group Securities first reported a position in SHO in Q3 2022 and held it in 10 quarters. The position peaked at $1.24K in Q4 2023. 238 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

Concourse Financial Group Securities reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 93 Sunstone Hotel Investors shares in Q1 2025, an estimated $1.07K.
Concourse Financial Group Securities first reported a position in Sunstone Hotel Investors in Q3 2022 and held it in 10 quarters.
Concourse Financial Group Securities's Sunstone Hotel Investors position peaked at $1.24K in Q4 2023.
238 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.