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Essential Partners’s Sunstone Hotel Investors SHO Stock Holding History

Essential 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
Q3 		$650 Hold
58
– – ﹤0.01% 2320
2026
Q2 		$664 Hold
58
– – ﹤0.01% 2405
2026
Q1 		$523 Buy
58
+5
+9% +$46 ﹤0.01% 2425
2025
Q4 		$474 Buy
53
+20
+61% +$183 ﹤0.01% 2239
2025
Q3 		$309 Buy
33
+7
+27% +$64 ﹤0.01% 2313
2025
Q2 		$226 Buy
+26
New +$224 ﹤0.01% 1917

Other funds holding SHO

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's SHO Position: Q3 2026 in Review

Essential Partners held its Sunstone Hotel Investors (SHO) position steady in Q3 2026 at 58 shares worth $650. The position accounts for ﹤0.01% of the portfolio, ranked #2320.

Essential Partners first reported a position in SHO in Q2 2025 and has held it in 6 quarters since. The position peaked at $664 in Q2 2026. 17 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

  • Essential Partners held 58 shares of Sunstone Hotel Investors worth $650 as of Q3 2026.
  • Essential Partners left its Sunstone Hotel Investors share count unchanged in Q3 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2320 holding.
  • Essential Partners first reported a position in Sunstone Hotel Investors in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Sunstone Hotel Investors position peaked at $664 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.