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Garton & Associates Financial Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-394
Closed -$3.52K – 596
2025
Q4 		$3.52K Buy
+394
New +$3.61K ﹤0.01% 1040

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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Garton & Associates Financial Advisors's SHO Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2026, closing a stake of 394 shares — an estimated $3.52K sold.

Garton & Associates Financial Advisors first reported a position in SHO in Q4 2025 and held it in 1 quarter. The position peaked at $3.52K in Q4 2025. 246 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 394 Sunstone Hotel Investors shares in Q1 2026, an estimated $3.52K.
  • Garton & Associates Financial Advisors first reported a position in Sunstone Hotel Investors in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Sunstone Hotel Investors position peaked at $3.52K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.