Mather Group
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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
2026
Q3 		$6.65K Buy
+593
New +$6.67K ﹤0.01% 1755
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

Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Mather Group's SHO Position: Q3 2026 in Review

Mather Group opened a new position in Sunstone Hotel Investors (SHO) in Q3 2026: 593 shares worth $6.65K. The stake represents ﹤0.01% of the portfolio and ranks #1755 among its holdings. This is a return to the name: Mather Group previously reported a position in SHO as recently as Q4 2024.

Mather Group first reported a position in SHO in Q1 2024 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

  • Mather Group held 593 shares of Sunstone Hotel Investors worth $6.65K as of Q3 2026.
  • Sunstone Hotel Investors was a new Mather Group position in Q3 2026.
  • Sunstone Hotel Investors made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1755 holding.
  • Mather Group first reported a position in Sunstone Hotel Investors in Q1 2024 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.