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Kestra Advisory Services’s Sunstone Hotel Investors SHO Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-2,960
Closed -$26.5K – 4205
2025
Q4 		$26.5K Buy
+2,960
New +$27.1K ﹤0.01% 4362

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Kestra Advisory Services's SHO Position: Q1 2026 in Review

Kestra Advisory Services sold out of Sunstone Hotel Investors (SHO) in Q1 2026, closing a stake of 2,960 shares — an estimated $26.5K sold.

Kestra Advisory Services first reported a position in SHO in Q4 2025 and held it in 1 quarter. The position peaked at $26.5K in Q4 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Kestra Advisory Services reported no remaining Sunstone Hotel Investors position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,960 Sunstone Hotel Investors shares in Q1 2026, an estimated $26.5K.
  • Kestra Advisory Services first reported a position in Sunstone Hotel Investors in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Sunstone Hotel Investors position peaked at $26.5K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.