Sax Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Sax Wealth 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
2026 Q3	$127K	Buy	+11,299	New	+$127K	﹤0.01%	724

Other funds holding SHO

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Sax Wealth Advisors's SHO Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in Sunstone Hotel Investors (SHO) in Q3 2026: 11,299 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #724 among its holdings.

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

Sax Wealth Advisors held 11,299 shares of Sunstone Hotel Investors worth $127K as of Q3 2026.
Sunstone Hotel Investors was a new Sax Wealth Advisors position in Q3 2026.
Sunstone Hotel Investors made up ﹤0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #724 holding.
17 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.