Creative Planning
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Creative Planning's SHO Position: Q1 2026 in Review

Creative Planning reduced its Sunstone Hotel Investors (SHO) stake by 6.1% in Q1 2026, selling an estimated $9.76K and leaving 16,485 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #3815.

Creative Planning first reported a position in SHO in Q3 2015 and has held it in 9 quarters since. The position peaked at $186K in Q3 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Creative Planning held 16,485 shares of Sunstone Hotel Investors worth $149K as of Q1 2026.
  • Creative Planning sold 1,063 Sunstone Hotel Investors shares in Q1 2026, an estimated $9.76K.
  • Sunstone Hotel Investors made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3815 holding.
  • Creative Planning first reported a position in Sunstone Hotel Investors in Q3 2015 and has held it in 9 quarters since.
  • Creative Planning's Sunstone Hotel Investors position peaked at $186K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.