Index Fund Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Index Fund 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
2025 Q1	–	Sell	-225,157	Closed	-$2.67M	–	108
2024 Q4	$2.67M	Sell	225,157 -121,325	-35%	-$1.32M	0.14%	22
2024 Q3	$3.58M	Hold	346,482	–	–	0.19%	20
2024 Q2	$3.62M	Hold	346,482	–	–	0.2%	18
2024 Q1	$3.86M	Hold	346,482	–	–	0.21%	18
2023 Q4	$3.72M	Buy	346,482 +2,553	+0.7%	+$25.2K	0.22%	17
2023 Q3	$3.22M	Buy	343,929 +1,664	+0.5%	+$15.7K	0.21%	17
2023 Q2	$3.46M	Buy	342,265 +1,776	+0.5%	+$17.7K	0.23%	13
2023 Q1	$3.36M	Buy	340,489 +1,675	+0.5%	+$17K	0.23%	12
2022 Q4	$3.27M	Buy	338,814 +1,684	+0.5%	+$17.4K	0.23%	12
2022 Q3	$3.18M	Hold	337,130	–	–	0.25%	13
2022 Q2	$3.34M	Buy	+337,130	New	+$3.86M	0.25%	12

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

Index Fund Advisors's SHO Position: Q1 2025 in Review

Index Fund Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 225,157 shares — an estimated $2.67M sold.

Index Fund Advisors first reported a position in SHO in Q2 2022 and held it in 11 quarters. The position peaked at $3.86M in Q1 2024. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

Index Fund Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
Index Fund Advisors sold 225,157 Sunstone Hotel Investors shares in Q1 2025, an estimated $2.67M.
Index Fund Advisors first reported a position in Sunstone Hotel Investors in Q2 2022 and held it in 11 quarters.
Index Fund Advisors's Sunstone Hotel Investors position peaked at $3.86M in Q1 2024.
237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Index Fund Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.