LPL Financial
SHO icon

LPL Financial’s Sunstone Hotel Investors SHO Stock Holding History

LPL Financial’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 		$812K Sell
70,912
-1,927
-3% -$20.2K ﹤0.01% 4597
2026
Q1 		$656K Buy
72,839
+1,668
+2% +$15.3K ﹤0.01% 4529
2025
Q4 		$636K Buy
71,171
+20,995
+42% +$193K ﹤0.01% 4498
2025
Q3 		$470K Buy
50,176
+3,876
+8% +$35.6K ﹤0.01% 4684
2025
Q2 		$402K Buy
46,300
+6,382
+16% +$55K ﹤0.01% 4550
2025
Q1 		$376K Buy
39,918
+11,589
+41% +$126K ﹤0.01% 4414
2024
Q4 		$335K Buy
28,329
+4,624
+20% +$50.4K ﹤0.01% 4422
2024
Q3 		$245K Sell
23,705
-3,124
-12% -$31.9K ﹤0.01% 4592
2024
Q2 		$281K Buy
26,829
+6,264
+30% +$64.9K ﹤0.01% 4328
2024
Q1 		$229K Buy
20,565
+268
+1% +$2.93K ﹤0.01% 4401
2023
Q4 		$218K Buy
20,297
+3,398
+20% +$33.5K ﹤0.01% 4327
2023
Q3 		$158K Buy
16,899
+1,220
+8% +$11.5K ﹤0.01% 4313
2023
Q2 		$159K Buy
15,679
+225
+1% +$2.24K ﹤0.01% 4221
2023
Q1 		$153K Sell
15,454
-1,445
-9% -$14.7K ﹤0.01% 4118
2022
Q4 		$163K Buy
16,899
+2,682
+19% +$27.7K ﹤0.01% 4044
2022
Q3 		$134K Sell
14,217
-697
-5% -$7.54K ﹤0.01% 4047
2022
Q2 		$148K Buy
14,914
+1,277
+9% +$14.6K ﹤0.01% 4029
2022
Q1 		$161K Sell
13,637
-17,852
-57% -$203K ﹤0.01% 3881
2021
Q4 		$369K Buy
31,489
+6,599
+27% +$78.9K ﹤0.01% 3538
2021
Q3 		$297K Buy
24,890
+6,622
+36% +$77.2K ﹤0.01% 3656
2021
Q2 		$227K Buy
18,268
+771
+4% +$9.82K ﹤0.01% 3813
2021
Q1 		$218K Buy
17,497
+328
+2% +$3.92K ﹤0.01% 3708
2020
Q4 		$195K Buy
+17,169
New +$164K ﹤0.01% 3539

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's SHO Position: Q2 2026 in Review

LPL Financial reduced its Sunstone Hotel Investors (SHO) stake by 2.6% in Q2 2026, selling an estimated $20.2K and leaving 70,912 shares worth $812K. The position accounts for ﹤0.01% of the portfolio, ranked #4597.

LPL Financial first reported a position in SHO in Q4 2020 and has held it in 23 quarters since. 106 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • LPL Financial held 70,912 shares of Sunstone Hotel Investors worth $812K as of Q2 2026.
  • LPL Financial sold 1,927 Sunstone Hotel Investors shares in Q2 2026, an estimated $20.2K.
  • Sunstone Hotel Investors made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4597 holding.
  • LPL Financial first reported a position in Sunstone Hotel Investors in Q4 2020 and has held it in 23 quarters since.
  • 106 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.