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GeoWealth Management’s Sunstone Hotel Investors SHO Stock Holding History

GeoWealth 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 		– Sell
-21,795
Closed -$195K – 899
2025
Q4 		$195K Buy
+21,795
New +$200K 0.01% 676

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
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
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

GeoWealth Management's SHO Position: Q1 2026 in Review

GeoWealth Management sold out of Sunstone Hotel Investors (SHO) in Q1 2026, closing a stake of 21,795 shares — an estimated $195K sold.

GeoWealth Management first reported a position in SHO in Q4 2025 and held it in 1 quarter. The position peaked at $195K in Q4 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • GeoWealth Management reported no remaining Sunstone Hotel Investors position as of Q1 2026 after selling out during the quarter.
  • GeoWealth Management sold 21,795 Sunstone Hotel Investors shares in Q1 2026, an estimated $195K.
  • GeoWealth Management first reported a position in Sunstone Hotel Investors in Q4 2025 and held it in 1 quarter.
  • GeoWealth Management's Sunstone Hotel Investors position peaked at $195K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.