Creative Planning
SHO icon

Creative Planning’s Sunstone Hotel Investors SHO Stock Holding History

Creative Planning’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 		$176K Sell
15,399
-1,086
-7% -$11.4K ﹤0.01% 3910
2026
Q1 		$149K Sell
16,485
-1,063
-6% -$9.76K ﹤0.01% 3815
2025
Q4 		$157K Sell
17,548
-2,334
-12% -$21.4K ﹤0.01% 3626
2025
Q3 		$186K Buy
19,882
+2,108
+12% +$19.4K ﹤0.01% 3518
2025
Q2 		$154K Buy
+17,774
New +$153K ﹤0.01% 3321
2023
Q4 		– Sell
-425
Closed -$3.97K – 3053
2023
Q3 		$3.97K Buy
+425
New +$4.02K ﹤0.01% 2746
2016
Q3 		– Sell
-10
Closed – – 4712
2016
Q2 		$0 Sell
10
-90
-90% -$1.13K ﹤0.01% 4495
2016
Q1 		$1K Hold
100
– – ﹤0.01% 4166
2015
Q4 		$1K Sell
100
-400
-80% -$5.66K ﹤0.01% 4241
2015
Q3 		$7K Buy
+500
New +$7.21K ﹤0.01% 3442

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Creative Planning's SHO Position: Q2 2026 in Review

Creative Planning reduced its Sunstone Hotel Investors (SHO) stake by 6.6% in Q2 2026, selling an estimated $11.4K and leaving 15,399 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #3910.

Creative Planning first reported a position in SHO in Q3 2015 and has held it in 10 quarters since. The position peaked at $186K in Q3 2025. 275 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Creative Planning held 15,399 shares of Sunstone Hotel Investors worth $176K as of Q2 2026.
  • Creative Planning sold 1,086 Sunstone Hotel Investors shares in Q2 2026, an estimated $11.4K.
  • Sunstone Hotel Investors made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3910 holding.
  • Creative Planning first reported a position in Sunstone Hotel Investors in Q3 2015 and has held it in 10 quarters since.
  • Creative Planning's Sunstone Hotel Investors position peaked at $186K in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.