Rise Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Rise Advisors’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	-3	Closed	-$26	–	1204
2025 Q3	$26	Hold	3	–	–	﹤0.01%	1510
2025 Q2	$23	Hold	3	–	–	﹤0.01%	1526
2025 Q1	$25	Sell	3 -1,015	-100%	-$11K	﹤0.01%	1483
2024 Q4	$12.1K	Buy	1,018 +9	+0.9%	+$98	0.01%	930
2024 Q3	$10.4K	Buy	1,009 +9	+0.9%	+$92	0.01%	999
2024 Q2	$10.5K	Buy	1,000 +6	+0.6%	+$62	0.01%	998
2024 Q1	$11.1K	Buy	+994	New	+$10.9K	0.01%	1030

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

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Rise Advisors's SHO Position: Q4 2025 in Review

Rise Advisors sold out of Sunstone Hotel Investors (SHO) in Q4 2025, closing a stake of 3 shares — an estimated $26 sold.

Rise Advisors first reported a position in SHO in Q1 2024 and held it in 7 quarters. The position peaked at $12.1K in Q4 2024. 244 funds tracked by Wall St. Rank hold SHO as of Q4 2025.

Rise Advisors reported no remaining Sunstone Hotel Investors position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 3 Sunstone Hotel Investors shares in Q4 2025, an estimated $26.
Rise Advisors first reported a position in Sunstone Hotel Investors in Q1 2024 and held it in 7 quarters.
Rise Advisors's Sunstone Hotel Investors position peaked at $12.1K in Q4 2024.
244 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.