Evergreen Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

Evergreen Capital Management’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	$291K	Buy	+32,246	New	+$296K	0.01%	1147
2025 Q4	–	Sell	-18,493	Closed	-$173K	–	1505
2025 Q3	$173K	Buy	+18,493	New	+$170K	﹤0.01%	1246
2025 Q2	–	Sell	-16,143	Closed	-$152K	–	1239
2025 Q1	$152K	Sell	16,143 -1,029	-6%	-$11.2K	0.01%	1035
2024 Q4	$205K	Sell	17,172 -974	-5%	-$10.6K	0.01%	988
2024 Q3	$189K	Buy	18,146 +667	+4%	+$6.82K	0.01%	949
2024 Q2	$184K	Buy	17,479 +1,881	+12%	+$19.5K	0.01%	877
2024 Q1	$175K	Buy	15,598 +163	+1%	+$1.78K	0.01%	812
2023 Q4	$167K	Buy	15,435 +1,919	+14%	+$18.9K	0.01%	790
2023 Q3	$127K	Buy	+13,516	New	+$128K	0.01%	746

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

Evergreen Capital Management's SHO Position: Q1 2026 in Review

Evergreen Capital Management opened a new position in Sunstone Hotel Investors (SHO) in Q1 2026: 32,246 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #1147 among its holdings. This is a return to the name: Evergreen Capital Management previously reported a position in SHO as recently as Q3 2025.

Evergreen Capital Management first reported a position in SHO in Q3 2023 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

Evergreen Capital Management held 32,246 shares of Sunstone Hotel Investors worth $291K as of Q1 2026.
Sunstone Hotel Investors was a new Evergreen Capital Management position in Q1 2026.
Sunstone Hotel Investors made up 0.01% of Evergreen Capital Management's portfolio in Q1 2026, its #1147 holding.
Evergreen Capital Management first reported a position in Sunstone Hotel Investors in Q3 2023 and has held it in 9 quarters since.
245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.