IndexIQ Advisors’s Sunstone Hotel Investors SHO Stock Holding History

IndexIQ 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
2022 Q1	$1.18M	Buy	100,202 +30,221	+43%	+$343K	0.04%	257
2021 Q4	$821K	Sell	69,981 -9,161	-12%	-$110K	0.03%	341
2021 Q3	$945K	Sell	79,142 -10,716	-12%	-$125K	0.03%	311
2021 Q2	$1.12M	Buy	89,858 +5,756	+7%	+$73.3K	0.04%	273
2021 Q1	$1.05M	Sell	84,102 -17,625	-17%	-$210K	0.04%	258
2020 Q4	$1.15M	Buy	101,727 +1,492	+1%	+$14.3K	0.04%	221
2020 Q3	$796K	Sell	100,235 -12,397	-11%	-$98.3K	0.03%	222
2020 Q2	$918K	Buy	112,632 +91,054	+422%	+$791K	0.04%	200
2020 Q1	$188K	Buy	+21,578	New	+$251K	0.01%	486
2014 Q4	–	Sell	-167,820	Closed	-$2.32M	–	234
2014 Q3	$2.32M	Buy	167,820 +11,491	+7%	+$167K	0.17%	43
2014 Q2	$2.33M	Buy	156,329 +16,919	+12%	+$242K	0.19%	43
2014 Q1	$1.91M	Buy	139,410 +26,249	+23%	+$351K	0.18%	37
2013 Q4	$1.52M	Buy	113,161 +21,700	+24%	+$286K	0.16%	36
2013 Q3	$1.17M	Sell	91,461 -46,940	-34%	-$600K	0.13%	51
2013 Q2	$1.67M	Buy	+138,401	New	+$1.69M	0.21%	45

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

IndexIQ Advisors's SHO Position: Q1 2022 in Review

IndexIQ Advisors increased its Sunstone Hotel Investors (SHO) stake by 43% in Q1 2022, buying an estimated $343K and bringing the position to 100,202 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #257.

IndexIQ Advisors first reported a position in SHO in Q2 2013 and has held it in 15 quarters since. The position peaked at $2.33M in Q2 2014. 215 funds tracked by Wall St. Rank hold SHO as of Q1 2022.

IndexIQ Advisors held 100,202 shares of Sunstone Hotel Investors worth $1.18M as of Q1 2022.
IndexIQ Advisors bought 30,221 Sunstone Hotel Investors shares in Q1 2022, an estimated $343K.
Sunstone Hotel Investors made up 0.04% of IndexIQ Advisors's portfolio in Q1 2022, its #257 holding.
IndexIQ Advisors first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 15 quarters since.
IndexIQ Advisors's Sunstone Hotel Investors position peaked at $2.33M in Q2 2014.
215 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.