Foundry Partners’s Sunstone Hotel Investors SHO Stock Holding History

Foundry 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
2024 Q3	–	Sell	-53,881	Closed	-$564K	–	330
2024 Q2	$564K	Buy	+53,881	New	+$558K	0.03%	228
2019 Q2	–	Sell	-86,828	Closed	-$1.25M	–	401
2019 Q1	$1.25M	Sell	86,828 -5,964	-6%	-$85.8K	0.05%	307
2018 Q4	$1.21M	Sell	92,792 -155	-0.2%	-$2.28K	0.05%	308
2018 Q3	$1.52M	Sell	92,947 -145	-0.2%	-$2.39K	0.06%	305
2018 Q2	$1.55M	Sell	93,092 -6,070	-6%	-$98.7K	0.06%	296
2018 Q1	$1.51M	Sell	99,162 -242	-0.2%	-$3.8K	0.06%	300
2017 Q4	$1.64M	Sell	99,404 -78,890	-44%	-$1.31M	0.07%	284
2017 Q3	$2.87M	Sell	178,294 -502	-0.3%	-$7.98K	0.11%	271
2017 Q2	$2.88M	Buy	+178,796	New	+$2.82M	0.12%	270

Other funds holding SHO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Foundry Partners's SHO Position: Q3 2024 in Review

Foundry Partners sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 53,881 shares — an estimated $564K sold.

Foundry Partners first reported a position in SHO in Q2 2017 and held it in 9 quarters. The position peaked at $2.88M in Q2 2017. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

Foundry Partners reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
Foundry Partners sold 53,881 Sunstone Hotel Investors shares in Q3 2024, an estimated $564K.
Foundry Partners first reported a position in Sunstone Hotel Investors in Q2 2017 and held it in 9 quarters.
Foundry Partners's Sunstone Hotel Investors position peaked at $2.88M in Q2 2017.
233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Foundry Partners's 13F filing for Q3 2024, filed 8 Nov 2024.