Legato Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

Legato Capital Management’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
2025 Q3	–	Sell	-309,441	Closed	-$2.69M	–	618
2025 Q2	$2.69M	Buy	309,441 +1,570	+0.5%	+$13.5K	0.32%	68
2025 Q1	$2.9M	Hold	307,871	–	–	0.39%	57
2024 Q4	$3.65M	Hold	307,871	–	–	0.48%	28
2024 Q3	$3.18M	Hold	307,871	–	–	0.39%	46
2024 Q2	$3.22M	Hold	307,871	–	–	0.43%	37
2024 Q1	$3.43M	Sell	307,871 -500	-0.2%	-$5.46K	0.41%	49
2023 Q4	$3.31M	Hold	308,371	–	–	0.43%	47
2023 Q3	$2.88M	Hold	308,371	–	–	0.42%	47
2023 Q2	$3.12M	Buy	+308,371	New	+$3.07M	0.42%	48
2022 Q4	–	Sell	-304,071	Closed	-$2.86M	–	528
2022 Q3	$2.86M	Sell	304,071 -71,590	-19%	-$774K	0.74%	36
2022 Q2	$3.73M	Sell	375,661 -1,880	-0.5%	-$21.5K	0.84%	35
2022 Q1	$4.45M	Hold	377,541	–	–	0.91%	42
2021 Q4	$4.43M	Hold	377,541	–	–	0.82%	44
2021 Q3	$4.51M	Hold	377,541	–	–	0.85%	45
2021 Q2	$4.69M	Buy	377,541 +9,150	+2%	+$117K	0.66%	42
2021 Q1	$4.59M	Buy	368,391 +121,350	+49%	+$1.45M	0.86%	38
2020 Q4	$2.8M	Buy	+247,041	New	+$2.36M	0.53%	65

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Legato Capital Management's SHO Position: Q3 2025 in Review

Legato Capital Management sold out of Sunstone Hotel Investors (SHO) in Q3 2025, closing a stake of 309,441 shares — an estimated $2.69M sold.

Legato Capital Management first reported a position in SHO in Q4 2020 and held it in 17 quarters. The position peaked at $4.69M in Q2 2021. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2025.

Legato Capital Management reported no remaining Sunstone Hotel Investors position as of Q3 2025 after selling out during the quarter.
Legato Capital Management sold 309,441 Sunstone Hotel Investors shares in Q3 2025, an estimated $2.69M.
Legato Capital Management first reported a position in Sunstone Hotel Investors in Q4 2020 and held it in 17 quarters.
Legato Capital Management's Sunstone Hotel Investors position peaked at $4.69M in Q2 2021.
231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2025.

Based on Legato Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.