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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
Q2 		$369K Hold
32,246
– – 0.01% 1083
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Evergreen Capital Management's SHO Position: Q2 2026 in Review

Evergreen Capital Management held its Sunstone Hotel Investors (SHO) position steady in Q2 2026 at 32,246 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1083.

Evergreen Capital Management first reported a position in SHO in Q3 2023 and has held it in 10 quarters since. 275 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Evergreen Capital Management held 32,246 shares of Sunstone Hotel Investors worth $369K as of Q2 2026.
  • Evergreen Capital Management left its Sunstone Hotel Investors share count unchanged in Q2 2026.
  • Sunstone Hotel Investors made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1083 holding.
  • Evergreen Capital Management first reported a position in Sunstone Hotel Investors in Q3 2023 and has held it in 10 quarters since.
  • 275 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.