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Edgestream Partners’s Sunstone Hotel Investors SHO Stock Holding History

Edgestream Partners’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
Q3 		– Sell
-104,972
Closed -$911K – 1041
2025
Q2 		$911K Sell
104,972
-20,666
-16% -$178K 0.03% 658
2025
Q1 		$1.18M Buy
+125,638
New +$1.36M 0.04% 580
2023
Q4 		– Sell
-505,918
Closed -$4.73M – 1042
2023
Q3 		$4.73M Buy
505,918
+366,349
+262% +$3.46M 0.38% 26
2023
Q2 		$1.41M Buy
+139,569
New +$1.39M 0.13% 278

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Edgestream Partners's SHO Position: Q3 2025 in Review

Edgestream Partners sold out of Sunstone Hotel Investors (SHO) in Q3 2025, closing a stake of 104,972 shares — an estimated $911K sold.

Edgestream Partners first reported a position in SHO in Q2 2023 and held it in 4 quarters. The position peaked at $4.73M in Q3 2023. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2025.

  • Edgestream Partners reported no remaining Sunstone Hotel Investors position as of Q3 2025 after selling out during the quarter.
  • Edgestream Partners sold 104,972 Sunstone Hotel Investors shares in Q3 2025, an estimated $911K.
  • Edgestream Partners first reported a position in Sunstone Hotel Investors in Q2 2023 and held it in 4 quarters.
  • Edgestream Partners's Sunstone Hotel Investors position peaked at $4.73M in Q3 2023.
  • 231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2025.

Based on Edgestream Partners's 13F filing for Q3 2025, filed 12 Nov 2025.