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Pinnacle Wealth Planning Services’s Sunstone Hotel Investors SHO Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$34.7K Buy
3,854
+741
+24% +$6.8K ﹤0.01% 1406
2025
Q4 		$27.8K Buy
+3,113
New +$28.6K ﹤0.01% 1560
2021
Q1 		– Sell
-244
Closed -$3K – 1668
2020
Q4 		$3K Buy
+244
New +$2.33K ﹤0.01% 1857

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Pinnacle Wealth Planning Services's SHO Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Sunstone Hotel Investors (SHO) stake by 24% in Q1 2026, buying an estimated $6.8K and bringing the position to 3,854 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Pinnacle Wealth Planning Services first reported a position in SHO in Q4 2020 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold SHO as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,854 shares of Sunstone Hotel Investors worth $34.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 741 Sunstone Hotel Investors shares in Q1 2026, an estimated $6.8K.
  • Sunstone Hotel Investors made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1406 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sunstone Hotel Investors in Q4 2020 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.