Massachusetts Financial Services
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Massachusetts Financial Services’s Sunstone Hotel Investors SHO Stock Holding History

Massachusetts Financial Services’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 		– Sell
-4,733,474
Closed -$45.9M – 1057
2026
Q1 		$45.9M Sell
4,733,474
-354,222
-7% -$3.25M 0.02% 487
2025
Q4 		$45.5M Sell
5,087,696
-848,804
-14% -$7.78M 0.01% 495
2025
Q3 		$55.6M Sell
5,936,500
-25,933
-0.4% -$238K 0.02% 449
2025
Q2 		$51.8M Buy
5,962,433
+1,410,044
+31% +$12.2M 0.02% 468
2025
Q1 		$42.8M Buy
+4,552,389
New +$49.4M 0.01% 477

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

Massachusetts Financial Services's SHO Position: Q2 2026 in Review

Massachusetts Financial Services sold out of Sunstone Hotel Investors (SHO) in Q2 2026, closing a stake of 4,733,474 shares — an estimated $45.9M sold.

Massachusetts Financial Services first reported a position in SHO in Q1 2025 and held it in 5 quarters. The position peaked at $55.6M in Q3 2025. 100 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Massachusetts Financial Services reported no remaining Sunstone Hotel Investors position as of Q2 2026 after selling out during the quarter.
  • Massachusetts Financial Services sold 4,733,474 Sunstone Hotel Investors shares in Q2 2026, an estimated $45.9M.
  • Massachusetts Financial Services first reported a position in Sunstone Hotel Investors in Q1 2025 and held it in 5 quarters.
  • Massachusetts Financial Services's Sunstone Hotel Investors position peaked at $55.6M in Q3 2025.
  • 100 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Massachusetts Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.