Global Retirement Partners’s Sunstone Hotel Investors SHO Stock Holding History

Global Retirement 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
2025 Q4	$14.6K	Buy	1,638 +1,313	+404%	+$12K	﹤0.01%	3008
2025 Q3	$3.04K	Buy	325 +88	+37%	+$809	﹤0.01%	3166
2025 Q2	$2.06K	Buy	+237	New	+$2.04K	﹤0.01%	3233
2024 Q4	$2.44K	Sell	206 -81	-28%	-$883	﹤0.01%	2994
2024 Q3	$2.96K	Hold	287	–	–	﹤0.01%	2794
2024 Q2	$3K	Buy	+287	New	+$2.97K	﹤0.01%	2819
2023 Q3	–	Sell	-28	Closed	-$283	–	3328
2023 Q2	$283	Hold	28	–	–	﹤0.01%	3060
2023 Q1	$271	Hold	28	–	–	﹤0.01%	3051
2022 Q4	$270	Hold	28	–	–	﹤0.01%	2899
2022 Q3	$0	Buy	+28	New	+$303	﹤0.01%	2946
2021 Q4	–	Sell	-374	Closed	-$4K	–	1522
2021 Q3	$4K	Hold	374	–	–	﹤0.01%	1708
2021 Q2	$5K	Hold	374	–	–	﹤0.01%	1586
2021 Q1	$5K	Hold	374	–	–	﹤0.01%	1488
2020 Q4	$4K	Buy	+374	New	+$3.58K	﹤0.01%	1509

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

CIMLRA

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

Global Retirement Partners's SHO Position: Q4 2025 in Review

Global Retirement Partners increased its Sunstone Hotel Investors (SHO) stake by 404% in Q4 2025, buying an estimated $12K and bringing the position to 1,638 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3008.

Global Retirement Partners first reported a position in SHO in Q4 2020 and has held it in 14 quarters since. 244 funds tracked by Wall St. Rank hold SHO as of Q4 2025.

Global Retirement Partners held 1,638 shares of Sunstone Hotel Investors worth $14.6K as of Q4 2025.
Global Retirement Partners bought 1,313 Sunstone Hotel Investors shares in Q4 2025, an estimated $12K.
Sunstone Hotel Investors made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3008 holding.
Global Retirement Partners first reported a position in Sunstone Hotel Investors in Q4 2020 and has held it in 14 quarters since.
244 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.