Root Financial Partners’s Sunstone Hotel Investors SHO Stock Holding History

Root Financial Partners’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 Q3	$2.58K	Buy	+230	New	+$2.59K	﹤0.01%	2519

Other funds holding SHO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Root Financial Partners's SHO Position: Q3 2026 in Review

Root Financial Partners opened a new position in Sunstone Hotel Investors (SHO) in Q3 2026: 230 shares worth $2.58K. The stake represents ﹤0.01% of the portfolio and ranks #2519 among its holdings.

228 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

Root Financial Partners held 230 shares of Sunstone Hotel Investors worth $2.58K as of Q3 2026.
Sunstone Hotel Investors was a new Root Financial Partners position in Q3 2026.
Sunstone Hotel Investors made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2519 holding.
228 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.