Heritage Family Offices’s Sunstone Hotel Investors SHO Stock Holding History

Heritage Family Offices’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	–	Sell	-13,052	Closed	-$118K	–	255
2026 Q1	$118K	Sell	13,052 -8,421	-39%	-$77.3K	0.05%	193
2025 Q4	$192K	Buy	21,473 +1,938	+10%	+$17.8K	0.09%	198
2025 Q3	$183K	Buy	19,535 +4,389	+29%	+$40.3K	0.09%	194
2025 Q2	$143K	Hold	15,146	–	–	0.07%	180
2025 Q1	$143K	Buy	15,146 +737	+5%	+$7.99K	0.07%	177
2024 Q4	$171K	Buy	14,409 +969	+7%	+$10.6K	0.09%	183
2024 Q3	$139K	Buy	13,440 +49	+0.4%	+$501	0.07%	179
2024 Q2	$140K	Buy	+13,391	New	+$139K	0.08%	166

Other funds holding SHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Heritage Family Offices's SHO Position: Q2 2026 in Review

Heritage Family Offices sold out of Sunstone Hotel Investors (SHO) in Q2 2026, closing a stake of 13,052 shares — an estimated $118K sold.

Heritage Family Offices first reported a position in SHO in Q2 2024 and held it in 8 quarters. The position peaked at $192K in Q4 2025. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

Heritage Family Offices reported no remaining Sunstone Hotel Investors position as of Q2 2026 after selling out during the quarter.
Heritage Family Offices sold 13,052 Sunstone Hotel Investors shares in Q2 2026, an estimated $118K.
Heritage Family Offices first reported a position in Sunstone Hotel Investors in Q2 2024 and held it in 8 quarters.
Heritage Family Offices's Sunstone Hotel Investors position peaked at $192K in Q4 2025.
274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.