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JFS Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

JFS Wealth 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
2026
Q2 		$393 Buy
+34
New +$357 ﹤0.01% 2007

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

JFS Wealth Advisors's SHO Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Sunstone Hotel Investors (SHO) in Q2 2026: 34 shares worth $393. The stake represents ﹤0.01% of the portfolio and ranks #2007 among its holdings.

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

  • JFS Wealth Advisors held 34 shares of Sunstone Hotel Investors worth $393 as of Q2 2026.
  • Sunstone Hotel Investors was a new JFS Wealth Advisors position in Q2 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2007 holding.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.