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
2026 Q2	$513K	Buy	+44,808	New	+$470K	0.02%	793
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Edgestream Partners's SHO Position: Q2 2026 in Review

Edgestream Partners opened a new position in Sunstone Hotel Investors (SHO) in Q2 2026: 44,808 shares worth $513K. The stake represents 0.02% of the portfolio and ranks #793 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in SHO as recently as Q2 2025.

Edgestream Partners first reported a position in SHO in Q2 2023 and has held it in 5 quarters since. The position peaked at $4.73M in Q3 2023. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

Edgestream Partners held 44,808 shares of Sunstone Hotel Investors worth $513K as of Q2 2026.
Sunstone Hotel Investors was a new Edgestream Partners position in Q2 2026.
Sunstone Hotel Investors made up 0.02% of Edgestream Partners's portfolio in Q2 2026, its #793 holding.
Edgestream Partners first reported a position in Sunstone Hotel Investors in Q2 2023 and has held it in 5 quarters since.
Edgestream Partners's Sunstone Hotel Investors position peaked at $4.73M in Q3 2023.
274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.