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 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 $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

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

Heritage Family Offices's SHO Position: Q1 2026 in Review

Heritage Family Offices reduced its Sunstone Hotel Investors (SHO) stake by 39% in Q1 2026, selling an estimated $77.3K and leaving 13,052 shares worth $118K. The position accounts for 0.05% of the portfolio, ranked #193.

Heritage Family Offices first reported a position in SHO in Q2 2024 and has held it in 8 quarters since. The position peaked at $192K in Q4 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

Heritage Family Offices held 13,052 shares of Sunstone Hotel Investors worth $118K as of Q1 2026.
Heritage Family Offices sold 8,421 Sunstone Hotel Investors shares in Q1 2026, an estimated $77.3K.
Sunstone Hotel Investors made up 0.05% of Heritage Family Offices's portfolio in Q1 2026, its #193 holding.
Heritage Family Offices first reported a position in Sunstone Hotel Investors in Q2 2024 and has held it in 8 quarters since.
Heritage Family Offices's Sunstone Hotel Investors position peaked at $192K in Q4 2025.
245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.