PS
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Principal Securities’s Sunstone Hotel Investors SHO Stock Holding History

Principal Securities’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
Q4 		– Sell
-374
Closed -$3.5K – 3159
2025
Q3 		$3.5K Sell
374
-807
-68% -$7.42K ﹤0.01% 3067
2025
Q2 		$10.3K Buy
1,181
+44
+4% +$379 ﹤0.01% 2609
2025
Q1 		$13.5K Hold
1,137
– – ﹤0.01% 2402
2024
Q4 		$13.5K Buy
1,137
+816
+254% +$8.9K ﹤0.01% 2398
2024
Q3 		$3.31K Buy
321
+84
+35% +$859 ﹤0.01% 2811
2024
Q2 		$2.48K Hold
237
– – ﹤0.01% 2847
2024
Q1 		$2.64K Hold
237
– – ﹤0.01% 2794
2023
Q4 		$2.54K Buy
+237
New +$2.34K ﹤0.01% 2748

Other funds holding SHO

BlackRock
BlackRock New York $5.7T 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 $24.2B 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return