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Nicola Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Nicola Wealth Management’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
-59,381
Closed -$559K – 114
2025
Q1 		$559K Sell
59,381
-32,543
-35% -$353K 0.05% 111
2024
Q4 		$1.56M Buy
+91,924
New +$1M 0.15% 92

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

Nicola Wealth Management's SHO Position: Q2 2025 in Review

Nicola Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q2 2025, closing a stake of 59,381 shares — an estimated $559K sold.

Nicola Wealth Management first reported a position in SHO in Q4 2024 and held it in 2 quarters. The position peaked at $1.56M in Q4 2024. 234 funds tracked by Wall St. Rank hold SHO as of Q2 2025.

  • Nicola Wealth Management reported no remaining Sunstone Hotel Investors position as of Q2 2025 after selling out during the quarter.
  • Nicola Wealth Management sold 59,381 Sunstone Hotel Investors shares in Q2 2025, an estimated $559K.
  • Nicola Wealth Management first reported a position in Sunstone Hotel Investors in Q4 2024 and held it in 2 quarters.
  • Nicola Wealth Management's Sunstone Hotel Investors position peaked at $1.56M in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2025.

Based on Nicola Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.