PS
SHO icon

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Principal Securities's SHO Position: Q4 2025 in Review

Principal Securities sold out of Sunstone Hotel Investors (SHO) in Q4 2025, closing a stake of 374 shares — an estimated $3.5K sold.

Principal Securities first reported a position in SHO in Q4 2023 and held it in 8 quarters. The position peaked at $13.5K in Q1 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q4 2025.

  • Principal Securities reported no remaining Sunstone Hotel Investors position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 374 Sunstone Hotel Investors shares in Q4 2025, an estimated $3.5K.
  • Principal Securities first reported a position in Sunstone Hotel Investors in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Sunstone Hotel Investors position peaked at $13.5K in Q1 2025.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.