Rothschild Investment LLC’s Sunstone Hotel Investors SHO Stock Holding History

Rothschild Investment LLC’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	$2.66K	Buy	232 +7	+3%	+$73	﹤0.01%	2632
2026 Q1	$2.03K	Sell	225 -5	-2%	-$46	﹤0.01%	2556
2025 Q4	$2.06K	Hold	230	–	–	﹤0.01%	2356
2025 Q3	$2.15K	Sell	230 -55	-19%	-$506	﹤0.01%	2179
2025 Q2	$2.47K	Sell	285 -15	-5%	-$129	﹤0.01%	1920
2025 Q1	$2.82K	Buy	300 +125	+71%	+$1.36K	﹤0.01%	1701
2024 Q4	$2.07K	Sell	175 -25	-13%	-$273	﹤0.01%	1780
2024 Q3	$2.06K	Buy	200 +105	+111%	+$1.07K	﹤0.01%	1710
2024 Q2	$994	Buy	95 +75	+375%	+$777	﹤0.01%	1664
2024 Q1	$223	Buy	+20	New	+$218	﹤0.01%	1705

Other funds holding SHO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Rothschild Investment LLC's SHO Position: Q2 2026 in Review

Rothschild Investment LLC increased its Sunstone Hotel Investors (SHO) stake by 3.1% in Q2 2026, buying an estimated $73 and bringing the position to 232 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Rothschild Investment LLC first reported a position in SHO in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.82K in Q1 2025. 100 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

Rothschild Investment LLC held 232 shares of Sunstone Hotel Investors worth $2.66K as of Q2 2026.
Rothschild Investment LLC bought 7 Sunstone Hotel Investors shares in Q2 2026, an estimated $73.
Sunstone Hotel Investors made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2632 holding.
Rothschild Investment LLC first reported a position in Sunstone Hotel Investors in Q1 2024 and has held it in 10 quarters since.
Rothschild Investment LLC's Sunstone Hotel Investors position peaked at $2.82K in Q1 2025.
100 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.