HGI Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

HGI Capital 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
2022 Q1	–	Sell	-255,983	Closed	-$3M	–	77
2021 Q4	$3M	Buy	+255,983	New	+$3.06M	1.08%	34
2020 Q1	–	Sell	-61,431	Closed	-$855K	–	66
2019 Q4	$855K	Buy	+61,431	New	+$852K	0.41%	45
2019 Q3	–	Sell	-117,316	Closed	-$1.61M	–	73
2019 Q2	$1.61M	Buy	+117,316	New	+$1.66M	0.73%	43

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CIMLRA

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

HGI Capital Management's SHO Position: Q1 2022 in Review

HGI Capital Management sold out of Sunstone Hotel Investors (SHO) in Q1 2022, closing a stake of 255,983 shares — an estimated $3M sold.

HGI Capital Management first reported a position in SHO in Q2 2019 and held it in 3 quarters. The position peaked at $3M in Q4 2021. 215 funds tracked by Wall St. Rank hold SHO as of Q1 2022.

HGI Capital Management reported no remaining Sunstone Hotel Investors position as of Q1 2022 after selling out during the quarter.
HGI Capital Management sold 255,983 Sunstone Hotel Investors shares in Q1 2022, an estimated $3M.
HGI Capital Management first reported a position in Sunstone Hotel Investors in Q2 2019 and held it in 3 quarters.
HGI Capital Management's Sunstone Hotel Investors position peaked at $3M in Q4 2021.
215 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2022.

Based on HGI Capital Management's 13F filing for Q1 2022, filed 16 May 2022.