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High Note Wealth’s Sunstone Hotel Investors SHO Stock Holding History

High Note Wealth’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
Q3 		– Sell
-212
Closed -$1.84K – 978
2025
Q2 		$1.84K Buy
212
+11
+5% +$95 ﹤0.01% 684
2025
Q1 		$1.89K Buy
+201
New +$2.18K ﹤0.01% 678

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

High Note Wealth's SHO Position: Q3 2025 in Review

High Note Wealth sold out of Sunstone Hotel Investors (SHO) in Q3 2025, closing a stake of 212 shares — an estimated $1.84K sold.

High Note Wealth first reported a position in SHO in Q1 2025 and held it in 2 quarters. The position peaked at $1.89K in Q1 2025. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2025.

  • High Note Wealth reported no remaining Sunstone Hotel Investors position as of Q3 2025 after selling out during the quarter.
  • High Note Wealth sold 212 Sunstone Hotel Investors shares in Q3 2025, an estimated $1.84K.
  • High Note Wealth first reported a position in Sunstone Hotel Investors in Q1 2025 and held it in 2 quarters.
  • High Note Wealth's Sunstone Hotel Investors position peaked at $1.89K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.