Envestnet Asset Management’s Sunstone Hotel Investors SHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.98M | Sell |
434,988
-12,760
| -3% | -$134K | ﹤0.01% | 2465 |
|
|
2026
Q1 | $4.03M | Buy |
447,748
+80,723
| +22% | +$741K | ﹤0.01% | 2486 |
|
|
2025
Q4 | $3.28M | Buy |
367,025
+31,647
| +9% | +$290K | ﹤0.01% | 2473 |
|
|
2025
Q3 | $3.14M | Sell |
335,378
-22,287
| -6% | -$205K | ﹤0.01% | 2571 |
|
|
2025
Q2 | $3.1M | Buy |
357,665
+123,989
| +53% | +$1.07M | ﹤0.01% | 2525 |
|
|
2025
Q1 | $2.2M | Sell |
233,676
-14,408
| -6% | -$156K | ﹤0.01% | 2672 |
|
|
2024
Q4 | $2.94M | Sell |
248,084
-27,103
| -10% | -$295K | ﹤0.01% | 2457 |
|
|
2024
Q3 | $2.84M | Buy |
275,187
+63,975
| +30% | +$654K | ﹤0.01% | 2450 |
|
|
2024
Q2 | $2.21M | Sell |
211,212
-14,126
| -6% | -$146K | ﹤0.01% | 2538 |
|
|
2024
Q1 | $2.51M | Buy |
225,338
+18,060
| +9% | +$197K | ﹤0.01% | 2437 |
|
|
2023
Q4 | $2.22M | Sell |
207,278
-3,627
| -2% | -$35.7K | ﹤0.01% | 2404 |
|
|
2023
Q3 | $1.97M | Buy |
210,905
+54,279
| +35% | +$513K | ﹤0.01% | 2382 |
|
|
2023
Q2 | $1.59M | Sell |
156,626
-322,880
| -67% | -$3.22M | ﹤0.01% | 2429 |
|
|
2023
Q1 | $1.23M | Buy |
479,506
+368,300
| +331% | +$3.74M | ﹤0.01% | 2526 |
|
|
2022
Q4 | $1.07M | Sell |
111,206
-10,692
| -9% | -$111K | ﹤0.01% | 2589 |
|
|
2022
Q3 | $1.15M | Buy |
121,898
+2,518
| +2% | +$27.2K | ﹤0.01% | 2461 |
|
|
2022
Q2 | $1.18M | Buy |
119,380
+4,811
| +4% | +$55K | ﹤0.01% | 2469 |
|
|
2022
Q1 | $1.35M | Buy |
114,569
+12,714
| +12% | +$144K | ﹤0.01% | 2440 |
|
|
2021
Q4 | $1.2M | Sell |
101,855
-4,540
| -4% | -$54.3K | ﹤0.01% | 2515 |
|
|
2021
Q3 | $1.27M | Buy |
106,395
+88,772
| +504% | +$1.03M | ﹤0.01% | 2386 |
|
|
2021
Q2 | $219K | Buy |
17,623
+6,762
| +62% | +$86.1K | ﹤0.01% | 3446 |
|
|
2021
Q1 | $135K | Sell |
10,861
-3,819
| -26% | -$45.6K | ﹤0.01% | 3398 |
|
|
2020
Q4 | $166K | Buy |
14,680
+4,306
| +42% | +$41.2K | ﹤0.01% | 3168 |
|
|
2020
Q3 | $82K | Sell |
10,374
-14,153
| -58% | -$112K | ﹤0.01% | 3025 |
|
|
2020
Q2 | $200K | Sell |
24,527
-12,098
| -33% | -$105K | ﹤0.01% | 2877 |
|
|
2020
Q1 | $319K | Buy |
36,625
+11,426
| +45% | +$133K | ﹤0.01% | 2524 |
|
|
2019
Q4 | $351K | Sell |
25,199
-10,507
| -29% | -$146K | ﹤0.01% | 2666 |
|
|
2019
Q3 | $491K | Sell |
35,706
-2,396
| -6% | -$32.1K | ﹤0.01% | 2385 |
|
|
2019
Q2 | $522K | Sell |
38,102
-2,572
| -6% | -$36.4K | ﹤0.01% | 2380 |
|
|
2019
Q1 | $586K | Sell |
40,674
-8,526
| -17% | -$123K | ﹤0.01% | 2241 |
|
|
2018
Q4 | $640K | Buy |
49,200
+37,629
| +325% | +$554K | ﹤0.01% | 1998 |
|
|
2018
Q3 | $189K | Sell |
11,571
-132,957
| -92% | -$2.19M | ﹤0.01% | 1209 |
|
|
2018
Q2 | $2.4M | Buy |
144,528
+135,600
| +1,519% | +$2.21M | 0.01% | 756 |
|
|
2018
Q1 | $136K | Sell |
8,928
-18
| -0.2% | -$282 | ﹤0.01% | 1803 |
|
|
2017
Q4 | $148K | Sell |
8,946
-476
| -5% | -$7.88K | ﹤0.01% | 1970 |
|
|
2017
Q3 | $151K | Buy |
9,422
+1,507
| +19% | +$23.9K | ﹤0.01% | 1936 |
|
|
2017
Q2 | $127K | Sell |
7,915
-4
| -0.1% | -$63 | ﹤0.01% | 2055 |
|
|
2017
Q1 | $121K | Buy |
7,919
+449
| +6% | +$6.69K | ﹤0.01% | 2118 |
|
|
2016
Q4 | $113K | Sell |
7,470
-1,882
| -20% | -$26.2K | ﹤0.01% | 2138 |
|
|
2016
Q3 | $120K | Buy |
9,352
+215
| +2% | +$2.82K | ﹤0.01% | 2240 |
|
|
2016
Q2 | $110K | Sell |
9,137
-1,865
| -17% | -$23.4K | ﹤0.01% | 2384 |
|
|
2016
Q1 | $154K | Sell |
11,002
-10,382
| -49% | -$128K | ﹤0.01% | 2211 |
|
|
2015
Q4 | $267K | Sell |
21,384
-12,590
| -37% | -$178K | ﹤0.01% | 1888 |
|
|
2015
Q3 | $449K | Buy |
33,974
+1,527
| +5% | +$22K | ﹤0.01% | 1647 |
|
|
2015
Q2 | $487K | Buy |
32,447
+5,386
| +20% | +$84.7K | ﹤0.01% | 1731 |
|
|
2015
Q1 | $451K | Buy |
27,061
+25,393
| +1,522% | +$436K | ﹤0.01% | 1597 |
|
|
2014
Q4 | $28K | Sell |
1,668
-248
| -13% | -$3.83K | ﹤0.01% | 1640 |
|
|
2014
Q3 | $26K | Buy |
1,916
+84
| +5% | +$1.22K | ﹤0.01% | 1777 |
|
|
2014
Q2 | $27K | Buy |
1,832
+767
| +72% | +$11K | ﹤0.01% | 1664 |
|
|
2014
Q1 | $15K | Buy |
1,065
+339
| +47% | +$4.53K | ﹤0.01% | 1739 |
|
|
2013
Q4 | $10K | Sell |
726
-42
| -5% | -$553 | ﹤0.01% | 1755 |
|
|
2013
Q3 | $10K | Sell |
768
-36
| -4% | -$460 | ﹤0.01% | 1711 |
|
|
2013
Q2 | $10K | Buy |
+804
| New | +$9.8K | ﹤0.01% | 1661 |
|
Other funds holding SHO
TCM
YIH
Envestnet Asset Management's SHO Position: Q2 2026 in Review
Envestnet Asset Management reduced its Sunstone Hotel Investors (SHO) stake by 2.8% in Q2 2026, selling an estimated $134K and leaving 434,988 shares worth $4.98M. The position accounts for ﹤0.01% of the portfolio, ranked #2465.
Envestnet Asset Management first reported a position in SHO in Q2 2013 and has held it in 53 quarters since. 76 funds tracked by Wall St. Rank hold SHO as of Q2 2026.
- Envestnet Asset Management held 434,988 shares of Sunstone Hotel Investors worth $4.98M as of Q2 2026.
- Envestnet Asset Management sold 12,760 Sunstone Hotel Investors shares in Q2 2026, an estimated $134K.
- Sunstone Hotel Investors made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2465 holding.
- Envestnet Asset Management first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 53 quarters since.
- 76 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.