Mackenzie Financial
SHO icon

Mackenzie Financial’s Sunstone Hotel Investors SHO Stock Holding History

Mackenzie 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 		$221K Buy
+19,319
New +$203K ﹤0.01% 1475
2026
Q1 		– Sell
-13,110
Closed -$119K – 1720
2025
Q4 		$119K Sell
13,110
-60
-0.5% -$550 ﹤0.01% 1585
2025
Q3 		$123K Sell
13,170
-1,220
-8% -$11.2K ﹤0.01% 1611
2025
Q2 		$125K Buy
14,390
+387
+3% +$3.34K ﹤0.01% 1602
2025
Q1 		$132K Sell
14,003
-8
-0.1% -$87 ﹤0.01% 1567
2024
Q4 		$166K Sell
14,011
-16
-0.1% -$174 ﹤0.01% 1583
2024
Q3 		$145K Sell
14,027
-9,094
-39% -$92.9K ﹤0.01% 1440
2024
Q2 		$242K Sell
23,121
-12
-0.1% -$124 ﹤0.01% 1263
2024
Q1 		$258K Buy
23,133
+9,084
+65% +$99.2K ﹤0.01% 1244
2023
Q4 		$151K Hold
14,049
– – ﹤0.01% 1369
2023
Q3 		$129K Sell
14,049
-46
-0.3% -$435 ﹤0.01% 1326
2023
Q2 		$147K Buy
14,095
+25
+0.2% +$249 ﹤0.01% 1378
2023
Q1 		$139K Sell
14,070
-9
-0.1% -$91 ﹤0.01% 1379
2022
Q4 		$136K Sell
14,079
-703
-5% -$7.27K ﹤0.01% 1294
2022
Q3 		$139K Sell
14,782
-1,678
-10% -$18.1K ﹤0.01% 1285
2022
Q2 		$163K Buy
16,460
+2,872
+21% +$32.8K ﹤0.01% 1304
2022
Q1 		$160K Buy
13,588
+1,291
+10% +$14.7K ﹤0.01% 1317
2021
Q4 		$144K Sell
12,297
-773
-6% -$9.25K ﹤0.01% 1352
2021
Q3 		$156K Buy
+13,070
New +$152K ﹤0.01% 1349
2021
Q2 		– Sell
-12,236
Closed -$152K – 1280
2021
Q1 		$152K Buy
+12,236
New +$146K ﹤0.01% 1091

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

Mackenzie Financial's SHO Position: Q2 2026 in Review

Mackenzie Financial opened a new position in Sunstone Hotel Investors (SHO) in Q2 2026: 19,319 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1475 among its holdings. This is a return to the name: Mackenzie Financial previously reported a position in SHO as recently as Q4 2025.

Mackenzie Financial first reported a position in SHO in Q1 2021 and has held it in 20 quarters since. The position peaked at $258K in Q1 2024. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Mackenzie Financial held 19,319 shares of Sunstone Hotel Investors worth $221K as of Q2 2026.
  • Sunstone Hotel Investors was a new Mackenzie Financial position in Q2 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1475 holding.
  • Mackenzie Financial first reported a position in Sunstone Hotel Investors in Q1 2021 and has held it in 20 quarters since.
  • Mackenzie Financial's Sunstone Hotel Investors position peaked at $258K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

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