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Diversified Trust’s Sunstone Hotel Investors SHO Stock Holding History

Diversified Trust’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 		$915K Buy
79,875
+39,795
+99% +$418K 0.01% 537
2026
Q1 		$361K Buy
+40,080
New +$368K 0.01% 786
2025
Q1 		– Sell
-40,697
Closed -$482K – 1014
2024
Q4 		$482K Buy
40,697
+4,897
+14% +$53.4K 0.01% 608
2024
Q3 		$369K Sell
35,800
-771
-2% -$7.88K 0.01% 684
2024
Q2 		$383K Buy
36,571
+2,018
+6% +$20.9K 0.01% 612
2024
Q1 		$385K Buy
34,553
+1,303
+4% +$14.2K 0.01% 585
2023
Q4 		$357K Buy
33,250
+2,209
+7% +$21.8K 0.01% 602
2023
Q3 		$290K Buy
31,041
+125
+0.4% +$1.18K 0.01% 632
2023
Q2 		$313K Buy
+30,916
New +$308K 0.01% 609

Other funds holding SHO

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LAM
Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Diversified Trust's SHO Position: Q2 2026 in Review

Diversified Trust increased its Sunstone Hotel Investors (SHO) stake by 99% in Q2 2026, buying an estimated $418K and bringing the position to 79,875 shares worth $915K. The position accounts for 0.01% of the portfolio, ranked #537.

Diversified Trust first reported a position in SHO in Q2 2023 and has held it in 9 quarters since. 16 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Diversified Trust held 79,875 shares of Sunstone Hotel Investors worth $915K as of Q2 2026.
  • Diversified Trust bought 39,795 Sunstone Hotel Investors shares in Q2 2026, an estimated $418K.
  • Sunstone Hotel Investors made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #537 holding.
  • Diversified Trust first reported a position in Sunstone Hotel Investors in Q2 2023 and has held it in 9 quarters since.
  • 16 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.