EverSource Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

EverSource Wealth Advisors’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	$14.8K	Sell	1,297 -961	-43%	-$10.1K	﹤0.01%	2652
2026 Q1	$20.3K	Buy	2,258 +249	+12%	+$2.29K	﹤0.01%	2495
2025 Q4	$18K	Buy	2,009 +44	+2%	+$404	﹤0.01%	2456
2025 Q3	$18.4K	Sell	1,965 -190	-9%	-$1.75K	﹤0.01%	2419
2025 Q2	$18.7K	Buy	+2,155	New	+$18.6K	﹤0.01%	2347
2024 Q4	–	Sell	-858	Closed	-$8.86K	–	3811
2024 Q3	$8.86K	Sell	858 -232	-21%	-$2.37K	﹤0.01%	1942
2024 Q2	$11.3K	Hold	1,090	–	–	﹤0.01%	1790
2024 Q1	$11.1K	Hold	1,090	–	–	﹤0.01%	1635
2023 Q4	$11.7K	Hold	1,090	–	–	﹤0.01%	1492
2023 Q3	$10.2K	Sell	1,090 -308	-22%	-$2.91K	﹤0.01%	1415
2023 Q2	$14.1K	Buy	1,398 +799	+133%	+$7.96K	﹤0.01%	1296
2023 Q1	$5.92K	Buy	599 +172	+40%	+$1.75K	﹤0.01%	1587
2022 Q4	$4.13K	Sell	427 -207	-33%	-$2.14K	﹤0.01%	1679
2022 Q3	$6K	Buy	+634	New	+$6.85K	﹤0.01%	1317

Other funds holding SHO

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

EverSource Wealth Advisors's SHO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Sunstone Hotel Investors (SHO) stake by 43% in Q2 2026, selling an estimated $10.1K and leaving 1,297 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2652.

EverSource Wealth Advisors first reported a position in SHO in Q3 2022 and has held it in 14 quarters since. The position peaked at $20.3K in Q1 2026. 78 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

EverSource Wealth Advisors held 1,297 shares of Sunstone Hotel Investors worth $14.8K as of Q2 2026.
EverSource Wealth Advisors sold 961 Sunstone Hotel Investors shares in Q2 2026, an estimated $10.1K.
Sunstone Hotel Investors made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2652 holding.
EverSource Wealth Advisors first reported a position in Sunstone Hotel Investors in Q3 2022 and has held it in 14 quarters since.
EverSource Wealth Advisors's Sunstone Hotel Investors position peaked at $20.3K in Q1 2026.
78 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.