Martingale Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.07M Buy
451,919
+263,808
+140% +$2.42M 0.1% 200
2025
Q4
$1.68M Buy
188,111
+60,638
+48% +$556K 0.04% 363
2025
Q3
$1.19M Buy
127,473
+32,954
+35% +$303K 0.03% 438
2025
Q2
$820K Sell
94,519
-145,518
-61% -$1.25M 0.02% 513
2025
Q1
$2.26M Buy
+240,037
New +$2.6M 0.06% 272
2024
Q4
Sell
-73,843
Closed -$762K 839
2024
Q3
$762K Sell
73,843
-67,872
-48% -$694K 0.02% 531
2024
Q2
$1.48M Buy
141,715
+9,609
+7% +$99.5K 0.03% 367
2024
Q1
$1.47M Sell
132,106
-707
-0.5% -$7.72K 0.03% 368
2023
Q4
$1.43M Sell
132,813
-2,306
-2% -$22.7K 0.03% 366
2023
Q3
$1.26M Buy
135,119
+4,413
+3% +$41.7K 0.03% 376
2023
Q2
$1.32M Buy
130,706
+50,294
+63% +$501K 0.03% 371
2023
Q1
$794K Buy
+80,412
New +$816K 0.02% 508
2020
Q3
Sell
-65,950
Closed -$538K 1086
2020
Q2
$538K Sell
65,950
-141,731
-68% -$1.23M 0.01% 866
2020
Q1
$1.81M Buy
207,681
+31,700
+18% +$369K 0.02% 508
2019
Q4
$2.45M Sell
175,981
-19,261
-10% -$267K 0.03% 547
2019
Q3
$2.68M Buy
195,242
+155,281
+389% +$2.08M 0.03% 526
2019
Q2
$548K Buy
+39,961
New +$566K 0.01% 871
2018
Q3
Sell
-74,255
Closed -$1.24M 1006
2018
Q2
$1.24M Buy
+74,255
New +$1.21M 0.02% 697
2018
Q1
Sell
-148,622
Closed -$2.46M 987
2017
Q4
$2.46M Buy
148,622
+4,182
+3% +$69.2K 0.03% 477
2017
Q3
$2.32M Buy
144,440
+14,140
+11% +$225K 0.03% 523
2017
Q2
$2.1M Buy
130,300
+100,400
+336% +$1.58M 0.03% 536
2017
Q1
$459K Buy
+29,900
New +$445K 0.01% 829
2016
Q1
Sell
-86,573
Closed -$1.08M 855
2015
Q4
$1.08M Sell
86,573
-45,227
-34% -$640K 0.02% 459
2015
Q3
$1.74M Buy
131,800
+1,348
+1% +$19.4K 0.04% 332
2015
Q2
$1.96M Buy
130,452
+1,712
+1% +$26.9K 0.05% 331
2015
Q1
$2.15M Buy
128,740
+1,205
+0.9% +$20.7K 0.05% 323
2014
Q4
$2.11M Sell
127,535
-6,100
-5% -$94.2K 0.06% 321
2014
Q3
$1.85M Buy
133,635
+1,843
+1% +$26.7K 0.06% 311
2014
Q2
$1.97M Sell
131,792
-30
-0% -$430 0.06% 317
2014
Q1
$1.81M Sell
131,822
-1,878
-1% -$25.1K 0.06% 316
2013
Q4
$1.79M Buy
133,700
+6,399
+5% +$84.2K 0.06% 350
2013
Q3
$1.62M Buy
127,301
+100
+0.1% +$1.28K 0.06% 359
2013
Q2
$1.54M Buy
+127,201
New +$1.55M 0.06% 345

Other funds holding SHO

Martingale Asset Management's SHO Position: Q1 2026 in Review

Martingale Asset Management increased its Sunstone Hotel Investors (SHO) stake by 140% in Q1 2026, buying an estimated $2.42M and bringing the position to 451,919 shares worth $4.07M. The position accounts for 0.1% of the portfolio, ranked #200.

Martingale Asset Management first reported a position in SHO in Q2 2013 and has held it in 33 quarters since. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Martingale Asset Management held 451,919 shares of Sunstone Hotel Investors worth $4.07M as of Q1 2026.
  • Martingale Asset Management bought 263,808 Sunstone Hotel Investors shares in Q1 2026, an estimated $2.42M.
  • Sunstone Hotel Investors made up 0.1% of Martingale Asset Management's portfolio in Q1 2026, its #200 holding.
  • Martingale Asset Management first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 33 quarters since.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.