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IFP Advisors’s Sunstone Hotel Investors SHO Stock Holding History

IFP Advisors’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 		$23 Hold
2
– – ﹤0.01% 5064
2026
Q1 		$18 Hold
2
– – ﹤0.01% 4928
2025
Q4 		$18 Hold
2
– – ﹤0.01% 4813
2025
Q3 		$19 Buy
+2
New +$18 ﹤0.01% 4757
2025
Q2 		– Sell
-1
Closed -$9 – 3191
2025
Q1 		$9 Hold
1
– – ﹤0.01% 4240
2024
Q4 		$12 Hold
1
– – ﹤0.01% 4522
2024
Q3 		$10 Hold
1
– – ﹤0.01% 3287
2024
Q2 		$10 Hold
1
– – ﹤0.01% 3213
2024
Q1 		$11 Sell
1
-206
-100% -$2.25K ﹤0.01% 3100
2023
Q4 		$2.22K Buy
207
+1
+0.5% +$10 ﹤0.01% 2657
2023
Q3 		$1.93K Hold
206
– – ﹤0.01% 2851
2023
Q2 		$2.08K Hold
206
– – ﹤0.01% 2864
2023
Q1 		$3.05K Sell
206
-562
-73% -$5.7K ﹤0.01% 2759
2022
Q4 		$12K Sell
768
-147
-16% -$1.52K ﹤0.01% 3284
2022
Q3 		$13K Buy
915
+36
+4% +$389 ﹤0.01% 3471
2022
Q2 		$13K Hold
879
– – ﹤0.01% 3214
2022
Q1 		$13K Buy
879
+566
+181% +$6.43K ﹤0.01% 3214
2021
Q4 		$3K Buy
313
+107
+52% +$1.28K ﹤0.01% 2693
2021
Q3 		$2K Buy
+206
New +$2.4K ﹤0.01% 2897
2020
Q1 		– Sell
-53
Closed -$617 – 2975
2019
Q4 		$1K Hold
53
– – ﹤0.01% 2720
2019
Q3 		$0 Buy
+53
New +$711 ﹤0.01% 3138
2017
Q3 		– Sell
-12
Closed – – 4191
2017
Q2 		$0 Sell
12
-435
-97% -$6.85K ﹤0.01% 4193
2017
Q1 		$7K Buy
447
+350
+361% +$5.21K ﹤0.01% 3138
2016
Q4 		$1K Hold
97
– – ﹤0.01% 3826
2016
Q3 		$1K Sell
97
-444
-82% -$5.82K ﹤0.01% 3762
2016
Q2 		$7K Buy
+541
New +$6.77K ﹤0.01% 2959
2016
Q1 		– Sell
-52
Closed -$1K – 3271
2015
Q4 		$1K Buy
+52
New +$735 ﹤0.01% 3550

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

IFP Advisors's SHO Position: Q2 2026 in Review

IFP Advisors held its Sunstone Hotel Investors (SHO) position steady in Q2 2026 at 2 shares worth $23. The position accounts for ﹤0.01% of the portfolio, ranked #5064.

IFP Advisors first reported a position in SHO in Q4 2015 and has held it in 27 quarters since. The position peaked at $13K in Q3 2022. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • IFP Advisors held 2 shares of Sunstone Hotel Investors worth $23 as of Q2 2026.
  • IFP Advisors left its Sunstone Hotel Investors share count unchanged in Q2 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5064 holding.
  • IFP Advisors first reported a position in Sunstone Hotel Investors in Q4 2015 and has held it in 27 quarters since.
  • IFP Advisors's Sunstone Hotel Investors position peaked at $13K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.