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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Gilpin Wealth Management's SHO Position: Q2 2026 in Review

Gilpin Wealth Management held its Sunstone Hotel Investors (SHO) position steady in Q2 2026 at 40 shares worth $458. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Gilpin Wealth Management first reported a position in SHO in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Gilpin Wealth Management held 40 shares of Sunstone Hotel Investors worth $458 as of Q2 2026.
  • Gilpin Wealth Management left its Sunstone Hotel Investors share count unchanged in Q2 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #708 holding.
  • Gilpin Wealth Management first reported a position in Sunstone Hotel Investors in Q4 2025 and has held it in 3 quarters since.
  • 273 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

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