Ethic Inc’s Sunstone Hotel Investors SHO Stock Holding History

Ethic Inc’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 Q1	–	Sell	-13,230	Closed	-$118K	–	1309
2025 Q4	$118K	Buy	+13,230	New	+$121K	﹤0.01%	1164
2025 Q3	–	Sell	-13,936	Closed	-$124K	–	1286
2025 Q2	$124K	Buy	13,936 +1,573	+13%	+$13.6K	﹤0.01%	1155
2025 Q1	$117K	Sell	12,363 -3,087	-20%	-$33.5K	﹤0.01%	1111
2024 Q4	$183K	Buy	15,450 +73	+0.5%	+$796	﹤0.01%	1072
2024 Q3	$171K	Buy	+15,377	New	+$157K	﹤0.01%	1018
2024 Q2	–	Sell	-15,377	Closed	-$171K	–	1171
2024 Q1	$171K	Buy	15,377 +4,678	+44%	+$51.1K	﹤0.01%	1017
2023 Q4	$115K	Sell	10,699 -2,478	-19%	-$24.4K	﹤0.01%	1015
2023 Q3	$123K	Buy	+13,177	New	+$125K	﹤0.01%	973
2023 Q1	–	Sell	-12,526	Closed	-$121K	–	1001
2022 Q4	$121K	Buy	+12,526	New	+$129K	0.01%	862

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ethic Inc's SHO Position: Q1 2026 in Review

Ethic Inc sold out of Sunstone Hotel Investors (SHO) in Q1 2026, closing a stake of 13,230 shares — an estimated $118K sold.

Ethic Inc first reported a position in SHO in Q4 2022 and held it in 9 quarters. The position peaked at $183K in Q4 2024. 246 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

Ethic Inc reported no remaining Sunstone Hotel Investors position as of Q1 2026 after selling out during the quarter.
Ethic Inc sold 13,230 Sunstone Hotel Investors shares in Q1 2026, an estimated $118K.
Ethic Inc first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 9 quarters.
Ethic Inc's Sunstone Hotel Investors position peaked at $183K in Q4 2024.
246 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.