Private Wealth Management Group’s Sunstone Hotel Investors SHO Stock Holding History

Private Wealth Management Group’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 Q2	–	Sell	-56	Closed	-$527	–	1584
2025 Q1	$527	Hold	56	–	–	﹤0.01%	1397
2024 Q4	$664	Hold	56	–	–	﹤0.01%	1388
2024 Q3	$578	Hold	56	–	–	﹤0.01%	1405
2024 Q2	$586	Hold	56	–	–	﹤0.01%	1403
2024 Q1	$624	Hold	56	–	–	﹤0.01%	1396
2023 Q4	$601	Buy	+56	New	+$552	﹤0.01%	1426

Other funds holding SHO

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Private Wealth Management Group's SHO Position: Q2 2025 in Review

Private Wealth Management Group sold out of Sunstone Hotel Investors (SHO) in Q2 2025, closing a stake of 56 shares — an estimated $527 sold.

Private Wealth Management Group first reported a position in SHO in Q4 2023 and held it in 6 quarters. The position peaked at $664 in Q4 2024. 235 funds tracked by Wall St. Rank hold SHO as of Q2 2025.

Private Wealth Management Group reported no remaining Sunstone Hotel Investors position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 56 Sunstone Hotel Investors shares in Q2 2025, an estimated $527.
Private Wealth Management Group first reported a position in Sunstone Hotel Investors in Q4 2023 and held it in 6 quarters.
Private Wealth Management Group's Sunstone Hotel Investors position peaked at $664 in Q4 2024.
235 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.