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Gilpin Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Gilpin Wealth 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
Q3 		$449 Hold
40
– – ﹤0.01% 878
2026
Q2 		$458 Hold
40
– – ﹤0.01% 708
2026
Q1 		$361 Buy
40
+17
+74% +$156 ﹤0.01% 716
2025
Q4 		$206 Buy
+23
New +$211 ﹤0.01% 652

Other funds holding SHO

B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Gilpin Wealth Management's SHO Position: Q3 2026 in Review

Gilpin Wealth Management held its Sunstone Hotel Investors (SHO) position steady in Q3 2026 at 40 shares worth $449. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Gilpin Wealth Management first reported a position in SHO in Q4 2025 and has held it in 4 quarters since. The position peaked at $458 in Q2 2026. 17 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

  • Gilpin Wealth Management held 40 shares of Sunstone Hotel Investors worth $449 as of Q3 2026.
  • Gilpin Wealth Management left its Sunstone Hotel Investors share count unchanged in Q3 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #878 holding.
  • Gilpin Wealth Management first reported a position in Sunstone Hotel Investors in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Sunstone Hotel Investors position peaked at $458 in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.