Prelude Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

Prelude Capital 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 Q1	–	Sell	-20,200	Closed	-$239K	–	1483
2024 Q4	$239K	Sell	20,200 -12,800	-39%	-$140K	0.02%	903
2024 Q3	$341K	Buy	+33,000	New	+$337K	0.02%	795
2022 Q3	–	Sell	-176,374	Closed	-$1.75M	–	1874
2022 Q2	$1.75M	Buy	176,374 +70,109	+66%	+$802K	0.05%	341
2022 Q1	$1.25M	Buy	+106,265	New	+$1.21M	0.04%	510
2021 Q4	–	Sell	-30,602	Closed	-$365K	–	2225
2021 Q3	$365K	Buy	+30,602	New	+$357K	0.01%	1044
2019 Q2	–	Sell	-7,945	Closed	-$114K	–	2095
2019 Q1	$114K	Buy	7,945 +6,944	+694%	+$99.9K	0.01%	892
2018 Q4	$13K	Buy	+1,001	New	+$14.7K	﹤0.01%	1324
2018 Q3	–	Sell	-11,400	Closed	-$189K	–	2004
2018 Q2	$189K	Buy	+11,400	New	+$185K	0.01%	763
2017 Q2	–	Sell	-3,500	Closed	-$54K	–	1817
2017 Q1	$54K	Buy	+3,500	New	+$52.1K	0.01%	953
2015 Q2	–	Sell	-64,131	Closed	-$1.07M	–	2001
2015 Q1	$1.07M	Buy	64,131 +18,048	+39%	+$310K	0.15%	175
2014 Q4	$761K	Buy	46,083 +36,983	+406%	+$571K	0.11%	208
2014 Q3	$126K	Buy	+9,100	New	+$132K	0.02%	978
2013 Q4	–	Sell	-2,940	Closed	-$37K	–	1879
2013 Q3	$37K	Buy	+2,940	New	+$37.6K	0.01%	999

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

Prelude Capital Management's SHO Position: Q1 2025 in Review

Prelude Capital Management sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 20,200 shares — an estimated $239K sold.

Prelude Capital Management first reported a position in SHO in Q3 2013 and held it in 13 quarters. The position peaked at $1.75M in Q2 2022. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

Prelude Capital Management reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
Prelude Capital Management sold 20,200 Sunstone Hotel Investors shares in Q1 2025, an estimated $239K.
Prelude Capital Management first reported a position in Sunstone Hotel Investors in Q3 2013 and held it in 13 quarters.
Prelude Capital Management's Sunstone Hotel Investors position peaked at $1.75M in Q2 2022.
237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Prelude Capital Management's 13F filing for Q1 2025, filed 15 May 2025.