Private Trust Company’s Sunstone Hotel Investors SHO Stock Holding History

Private Trust Company’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 Q2	$20.8K	Sell	1,820 -132	-7%	-$1.39K	﹤0.01%	1768
2026 Q1	$17.6K	Buy	1,952 +237	+14%	+$2.18K	﹤0.01%	1753
2025 Q4	$15.3K	Buy	1,715 +608	+55%	+$5.58K	﹤0.01%	1784
2025 Q3	$10.4K	Buy	1,107 +612	+124%	+$5.63K	﹤0.01%	1895
2025 Q2	$4.3K	Hold	495	–	–	﹤0.01%	2105
2025 Q1	$4.66K	Hold	495	–	–	﹤0.01%	2062
2024 Q4	$5.86K	Hold	495	–	–	﹤0.01%	1927
2024 Q3	$5.11K	Hold	495	–	–	﹤0.01%	1942
2024 Q2	$5.18K	Hold	495	–	–	﹤0.01%	1914
2024 Q1	$5.51K	Hold	495	–	–	﹤0.01%	1884
2023 Q4	$5.31K	Buy	495 +72	+17%	+$710	﹤0.01%	1900
2023 Q3	$3.96K	Hold	423	–	–	﹤0.01%	1951
2023 Q2	$4.28K	Sell	423 -51	-11%	-$508	﹤0.01%	1922
2023 Q1	$4.68K	Hold	474	–	–	﹤0.01%	1862
2022 Q4	$5K	Hold	474	–	–	﹤0.01%	1816
2022 Q3	$4K	Hold	474	–	–	﹤0.01%	1760
2022 Q2	$5K	Buy	+474	New	+$5.42K	﹤0.01%	1768
2014 Q4	–	Sell	-338	Closed	-$5K	–	1031
2014 Q3	$5K	Buy	338 +171	+102%	+$2.48K	﹤0.01%	1320
2014 Q2	$2K	Buy	+167	New	+$2.39K	﹤0.01%	1621

Other funds holding SHO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Private Trust Company's SHO Position: Q2 2026 in Review

Private Trust Company reduced its Sunstone Hotel Investors (SHO) stake by 6.8% in Q2 2026, selling an estimated $1.39K and leaving 1,820 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Private Trust Company first reported a position in SHO in Q2 2014 and has held it in 19 quarters since. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

Private Trust Company held 1,820 shares of Sunstone Hotel Investors worth $20.8K as of Q2 2026.
Private Trust Company sold 132 Sunstone Hotel Investors shares in Q2 2026, an estimated $1.39K.
Sunstone Hotel Investors made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1768 holding.
Private Trust Company first reported a position in Sunstone Hotel Investors in Q2 2014 and has held it in 19 quarters since.
274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.