Rockefeller Capital Management
SHO icon

Rockefeller Capital Management’s Sunstone Hotel Investors SHO Stock Holding History

Rockefeller Capital 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
2026
Q2 		$11K Sell
957
-2,146
-69% -$22.5K ﹤0.01% 3983
2026
Q1 		$28K Buy
3,103
+2,122
+216% +$19.5K ﹤0.01% 3561
2025
Q4 		$8.77K Buy
981
+271
+38% +$2.49K ﹤0.01% 3855
2025
Q3 		$6.65K Buy
+710
New +$6.53K ﹤0.01% 3792
2023
Q1 		– Sell
-177
Closed -$1K – 3590
2022
Q4 		$1K Hold
177
– – ﹤0.01% 3755
2022
Q3 		$1K Hold
177
– – ﹤0.01% 3783
2022
Q2 		$1K Hold
177
– – ﹤0.01% 4012
2022
Q1 		$2K Hold
177
– – ﹤0.01% 3639
2021
Q4 		$2K Hold
177
– – ﹤0.01% 3567
2021
Q3 		$2K Hold
177
– – ﹤0.01% 3478
2021
Q2 		$2K Sell
177
-1,940
-92% -$24.7K ﹤0.01% 3270
2021
Q1 		$26K Sell
2,117
-149
-7% -$1.78K ﹤0.01% 2170
2020
Q4 		$25K Buy
2,266
+149
+7% +$1.43K ﹤0.01% 1922
2020
Q3 		$16K Sell
2,117
-464
-18% -$3.68K ﹤0.01% 1869
2020
Q2 		$21K Buy
2,581
+529
+26% +$4.59K ﹤0.01% 1666
2020
Q1 		$18K Buy
+2,052
New +$23.9K ﹤0.01% 1553
2019
Q2 		– Sell
-61
Closed -$1K – 1928
2019
Q1 		$1K Buy
+61
New +$878 ﹤0.01% 1873

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Rockefeller Capital Management's SHO Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Sunstone Hotel Investors (SHO) stake by 69% in Q2 2026, selling an estimated $22.5K and leaving 957 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #3983.

Rockefeller Capital Management first reported a position in SHO in Q1 2019 and has held it in 17 quarters since. The position peaked at $28K in Q1 2026. 274 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Rockefeller Capital Management held 957 shares of Sunstone Hotel Investors worth $11K as of Q2 2026.
  • Rockefeller Capital Management sold 2,146 Sunstone Hotel Investors shares in Q2 2026, an estimated $22.5K.
  • Sunstone Hotel Investors made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3983 holding.
  • Rockefeller Capital Management first reported a position in Sunstone Hotel Investors in Q1 2019 and has held it in 17 quarters since.
  • Rockefeller Capital Management's Sunstone Hotel Investors position peaked at $28K in Q1 2026.
  • 274 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.