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Ritholtz Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Ritholtz Wealth Management’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
Q3 		– Sell
-11,626
Closed -$101K – 1107
2025
Q2 		$101K Sell
11,626
-9,597
-45% -$82.7K ﹤0.01% 960
2025
Q1 		$200K Buy
+21,223
New +$230K 0.01% 871

Other funds holding SHO

BlackRock
BlackRock New York $5.72T 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 $25.6B 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
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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Ritholtz Wealth Management's SHO Position: Q3 2025 in Review

Ritholtz Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q3 2025, closing a stake of 11,626 shares — an estimated $101K sold.

Ritholtz Wealth Management first reported a position in SHO in Q1 2025 and held it in 2 quarters. The position peaked at $200K in Q1 2025. 231 funds tracked by Wall St. Rank hold SHO as of Q3 2025.

  • Ritholtz Wealth Management reported no remaining Sunstone Hotel Investors position as of Q3 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 11,626 Sunstone Hotel Investors shares in Q3 2025, an estimated $101K.
  • Ritholtz Wealth Management first reported a position in Sunstone Hotel Investors in Q1 2025 and held it in 2 quarters.
  • Ritholtz Wealth Management's Sunstone Hotel Investors position peaked at $200K in Q1 2025.
  • 231 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2025.

Based on Ritholtz Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.