Lindbrook Capital’s Sunstone Hotel Investors SHO Stock Holding History

Lindbrook Capital’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 Q1	$2.45K	Sell	260 -64	-20%	-$694	﹤0.01%	2221
2024 Q4	$3.84K	Buy	324 +110	+51%	+$1.2K	﹤0.01%	2099
2024 Q3	$2.21K	Sell	214 -79	-27%	-$807	﹤0.01%	2309
2024 Q2	$3.06K	Buy	293 +94	+47%	+$974	﹤0.01%	2212
2024 Q1	$2.22K	Hold	199	–	–	﹤0.01%	2206
2023 Q4	$2.13K	Hold	199	–	–	﹤0.01%	2233
2023 Q3	$1.86K	Buy	+199	New	+$1.88K	﹤0.01%	2157
2023 Q1	–	Sell	-47	Closed	-$454	–	2897
2022 Q4	$454	Sell	47 -504	-91%	-$5.21K	﹤0.01%	2613
2022 Q3	$5K	Buy	551 +504	+1,072%	+$5.45K	﹤0.01%	1689
2022 Q2	$0	Sell	47 -136	-74%	-$1.55K	﹤0.01%	2741
2022 Q1	$2K	Buy	+183	New	+$2.08K	﹤0.01%	2081

Other funds holding SHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

CIMLRA

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Lindbrook Capital's SHO Position: Q1 2025 in Review

Lindbrook Capital reduced its Sunstone Hotel Investors (SHO) stake by 20% in Q1 2025, selling an estimated $694 and leaving 260 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

Lindbrook Capital first reported a position in SHO in Q1 2022 and has held it in 11 quarters since. The position peaked at $5K in Q3 2022. 238 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

Lindbrook Capital held 260 shares of Sunstone Hotel Investors worth $2.45K as of Q1 2025.
Lindbrook Capital sold 64 Sunstone Hotel Investors shares in Q1 2025, an estimated $694.
Sunstone Hotel Investors made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2221 holding.
Lindbrook Capital first reported a position in Sunstone Hotel Investors in Q1 2022 and has held it in 11 quarters since.
Lindbrook Capital's Sunstone Hotel Investors position peaked at $5K in Q3 2022.
238 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.