Mather Group’s Sunstone Hotel Investors SHO Stock Holding History

Mather Group’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	–	Sell	-118	Closed	-$1.4K	–	1854
2024 Q4	$1.4K	Hold	118	–	–	﹤0.01%	1578
2024 Q3	$1.22K	Hold	118	–	–	﹤0.01%	1540
2024 Q2	$1.31K	Hold	118	–	–	﹤0.01%	1965
2024 Q1	$1.27K	Buy	+118	New	+$1.29K	﹤0.01%	1602

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $298B AUM 21.96% 1-Year Est. Return

Mather Group's SHO Position: Q1 2025 in Review

Mather Group sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 118 shares — an estimated $1.4K sold.

Mather Group first reported a position in SHO in Q1 2024 and held it in 4 quarters. The position peaked at $1.4K in Q4 2024. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

Mather Group reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
Mather Group sold 118 Sunstone Hotel Investors shares in Q1 2025, an estimated $1.4K.
Mather Group first reported a position in Sunstone Hotel Investors in Q1 2024 and held it in 4 quarters.
Mather Group's Sunstone Hotel Investors position peaked at $1.4K in Q4 2024.
237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.