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New Age Alpha Advisors’s Sunstone Hotel Investors SHO Stock Holding History

New Age Alpha Advisors’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
Q2 		– Sell
-15,170
Closed -$143K – 969
2025
Q1 		$143K Buy
+15,170
New +$165K 0.01% 700

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

New Age Alpha Advisors's SHO Position: Q2 2025 in Review

New Age Alpha Advisors sold out of Sunstone Hotel Investors (SHO) in Q2 2025, closing a stake of 15,170 shares — an estimated $143K sold.

New Age Alpha Advisors first reported a position in SHO in Q1 2025 and held it in 1 quarter. The position peaked at $143K in Q1 2025. 234 funds tracked by Wall St. Rank hold SHO as of Q2 2025.

  • New Age Alpha Advisors reported no remaining Sunstone Hotel Investors position as of Q2 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 15,170 Sunstone Hotel Investors shares in Q2 2025, an estimated $143K.
  • New Age Alpha Advisors first reported a position in Sunstone Hotel Investors in Q1 2025 and held it in 1 quarter.
  • New Age Alpha Advisors's Sunstone Hotel Investors position peaked at $143K in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.