InceptionR’s Sunstone Hotel Investors SHO Stock Holding History

InceptionR’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 Q1	–	Sell	-16,529	Closed	-$196K	–	807
2024 Q4	$196K	Buy	16,529 +5,731	+53%	+$62.5K	0.04%	563
2024 Q3	$111K	Buy	+10,798	New	+$110K	0.03%	590
2023 Q3	–	Sell	-18,098	Closed	-$183K	–	555
2023 Q2	$183K	Buy	+18,098	New	+$180K	0.1%	378

Other funds holding SHO

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

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

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

CIMLRA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

InceptionR's SHO Position: Q1 2025 in Review

InceptionR sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 16,529 shares — an estimated $196K sold.

InceptionR first reported a position in SHO in Q2 2023 and held it in 3 quarters. The position peaked at $196K in Q4 2024. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

InceptionR reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
InceptionR sold 16,529 Sunstone Hotel Investors shares in Q1 2025, an estimated $196K.
InceptionR first reported a position in Sunstone Hotel Investors in Q2 2023 and held it in 3 quarters.
InceptionR's Sunstone Hotel Investors position peaked at $196K in Q4 2024.
237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on InceptionR's 13F filing for Q1 2025, filed 12 May 2025.