Jacobs Levy Equity Management’s Sunstone Hotel Investors SHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.57M | Buy |
729,544
+65,972
| +10% | +$606K | 0.03% | 370 |
|
|
2025
Q4 | $5.93M | Sell |
663,572
-453,248
| -41% | -$4.16M | 0.02% | 372 |
|
|
2025
Q3 | $10.5M | Sell |
1,116,820
-292,249
| -21% | -$2.69M | 0.04% | 292 |
|
|
2025
Q2 | $12.2M | Buy |
1,409,069
+28,429
| +2% | +$245K | 0.05% | 273 |
|
|
2025
Q1 | $13M | Buy |
1,380,640
+151,461
| +12% | +$1.64M | 0.05% | 293 |
|
|
2024
Q4 | $14.6M | Buy |
1,229,179
+240,127
| +24% | +$2.62M | 0.05% | 256 |
|
|
2024
Q3 | $10.2M | Buy |
989,052
+44,242
| +5% | +$452K | 0.04% | 320 |
|
|
2024
Q2 | $9.88M | Buy |
944,810
+136,038
| +17% | +$1.41M | 0.04% | 339 |
|
|
2024
Q1 | $9.01M | Sell |
808,772
-10,772
| -1% | -$118K | 0.04% | 319 |
|
|
2023
Q4 | $8.79M | Sell |
819,544
-249,906
| -23% | -$2.46M | 0.04% | 315 |
|
|
2023
Q3 | $10M | Sell |
1,069,450
-79,900
| -7% | -$755K | 0.06% | 259 |
|
|
2023
Q2 | $11.6M | Sell |
1,149,350
-67,248
| -6% | -$670K | 0.07% | 258 |
|
|
2023
Q1 | $12M | Sell |
1,216,598
-318,320
| -21% | -$3.23M | 0.07% | 259 |
|
|
2022
Q4 | $14.8M | Sell |
1,534,918
-79,637
| -5% | -$823K | 0.1% | 225 |
|
|
2022
Q3 | $15.2M | Sell |
1,614,555
-380,605
| -19% | -$4.11M | 0.12% | 200 |
|
|
2022
Q2 | $19.8M | Sell |
1,995,160
-197,919
| -9% | -$2.26M | 0.15% | 167 |
|
|
2022
Q1 | $25.8M | Buy |
2,193,079
+2,169,016
| +9,014% | +$24.6M | 0.17% | 144 |
|
|
2021
Q4 | $282K | Buy |
+24,063
| New | +$288K | ﹤0.01% | 905 |
|
|
2020
Q4 | – | Sell |
-45,801
| Closed | -$364K | – | 1084 |
|
|
2020
Q3 | $364K | Sell |
45,801
-495,278
| -92% | -$3.93M | ﹤0.01% | 863 |
|
|
2020
Q2 | $4.41M | Sell |
541,079
-621,474
| -53% | -$5.4M | 0.05% | 368 |
|
|
2020
Q1 | $10.1M | Sell |
1,162,553
-484,116
| -29% | -$5.63M | 0.13% | 180 |
|
|
2019
Q4 | $22.9M | Buy |
1,646,669
+714,452
| +77% | +$9.91M | 0.22% | 115 |
|
|
2019
Q3 | $12.8M | Buy |
932,217
+460,986
| +98% | +$6.18M | 0.16% | 172 |
|
|
2019
Q2 | $6.46M | Buy |
471,231
+351,881
| +295% | +$4.98M | 0.09% | 286 |
|
|
2019
Q1 | $1.72M | Sell |
119,350
-76,208
| -39% | -$1.1M | 0.02% | 541 |
|
|
2018
Q4 | $2.54M | Sell |
195,558
-45,900
| -19% | -$675K | 0.04% | 408 |
|
|
2018
Q3 | $3.95M | Buy |
241,458
+31,600
| +15% | +$521K | 0.06% | 362 |
|
|
2018
Q2 | $3.49M | Buy |
209,858
+40,200
| +24% | +$654K | 0.05% | 379 |
|
|
2018
Q1 | $2.58M | Sell |
169,658
-90,978
| -35% | -$1.43M | 0.04% | 416 |
|
|
2017
Q4 | $4.31M | Buy |
260,636
+66,858
| +35% | +$1.11M | 0.08% | 304 |
|
|
2017
Q3 | $3.11M | Buy |
+193,778
| New | +$3.08M | 0.06% | 336 |
|
|
2014
Q3 | – | Sell |
-50,900
| Closed | -$760K | – | 900 |
|
|
2014
Q2 | $760K | Sell |
50,900
-19,200
| -27% | -$275K | 0.01% | 568 |
|
|
2014
Q1 | $962K | Buy |
+70,100
| New | +$936K | 0.02% | 548 |
|
Other funds holding SHO
VPM
VCM
Jacobs Levy Equity Management's SHO Position: Q1 2026 in Review
Jacobs Levy Equity Management increased its Sunstone Hotel Investors (SHO) stake by 9.9% in Q1 2026, buying an estimated $606K and bringing the position to 729,544 shares worth $6.57M. The position accounts for 0.03% of the portfolio, ranked #370.
Jacobs Levy Equity Management first reported a position in SHO in Q1 2014 and has held it in 33 quarters since. The position peaked at $25.8M in Q1 2022. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.
- Jacobs Levy Equity Management held 729,544 shares of Sunstone Hotel Investors worth $6.57M as of Q1 2026.
- Jacobs Levy Equity Management bought 65,972 Sunstone Hotel Investors shares in Q1 2026, an estimated $606K.
- Sunstone Hotel Investors made up 0.03% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #370 holding.
- Jacobs Levy Equity Management first reported a position in Sunstone Hotel Investors in Q1 2014 and has held it in 33 quarters since.
- Jacobs Levy Equity Management's Sunstone Hotel Investors position peaked at $25.8M in Q1 2022.
- 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.
Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.