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Integrated Wealth Concepts’s Sunstone Hotel Investors SHO Stock Holding History

Integrated Wealth Concepts’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 		$11.2K Buy
+978
New +$10.3K ﹤0.01% 4485

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

Integrated Wealth Concepts's SHO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Sunstone Hotel Investors (SHO) in Q2 2026: 978 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #4485 among its holdings.

274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Integrated Wealth Concepts held 978 shares of Sunstone Hotel Investors worth $11.2K as of Q2 2026.
  • Sunstone Hotel Investors was a new Integrated Wealth Concepts position in Q2 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4485 holding.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.