Security Capital Research & Management’s Sunstone Hotel Investors SHO Stock Holding History

Security Capital Research & 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
2020 Q2	$8.07M	Buy	990,760 +668,810	+208%	+$5.81M	0.34%	35
2020 Q1	$2.8M	Sell	321,950 -230,735	-42%	-$2.68M	0.16%	36
2019 Q4	$7.69M	Sell	552,685 -227,565	-29%	-$3.16M	0.32%	35
2019 Q3	$10.7M	Sell	780,250 -27,000	-3%	-$362K	0.49%	36
2019 Q2	$11.1M	Sell	807,250 -87,750	-10%	-$1.24M	0.53%	31
2019 Q1	$12.9M	Buy	+895,000	New	+$12.9M	0.52%	33
2014 Q3	–	Sell	-1,966,930	Closed	-$29.4M	–	50
2014 Q2	$29.4M	Sell	1,966,930 -348,999	-15%	-$5M	1.21%	30
2014 Q1	$31.8M	Sell	2,315,929 -507,224	-18%	-$6.77M	1.29%	25
2013 Q4	$37.8M	Sell	2,823,153 -621,972	-18%	-$8.18M	1.49%	23
2013 Q3	$43.9M	Buy	3,445,125 +312,877	+10%	+$4M	1.39%	21
2013 Q2	$37.8M	Buy	+3,132,248	New	+$38.2M	1.15%	24

Other funds holding SHO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Security Capital Research & Management's SHO Position: Q2 2020 in Review

Security Capital Research & Management increased its Sunstone Hotel Investors (SHO) stake by 208% in Q2 2020, buying an estimated $5.81M and bringing the position to 990,760 shares worth $8.07M. The position accounts for 0.34% of the portfolio, ranked #35.

Security Capital Research & Management first reported a position in SHO in Q2 2013 and has held it in 11 quarters since. The position peaked at $43.9M in Q3 2013. 211 funds tracked by Wall St. Rank hold SHO as of Q2 2020.

Security Capital Research & Management held 990,760 shares of Sunstone Hotel Investors worth $8.07M as of Q2 2020.
Security Capital Research & Management bought 668,810 Sunstone Hotel Investors shares in Q2 2020, an estimated $5.81M.
Sunstone Hotel Investors made up 0.34% of Security Capital Research & Management's portfolio in Q2 2020, its #35 holding.
Security Capital Research & Management first reported a position in Sunstone Hotel Investors in Q2 2013 and has held it in 11 quarters since.
Security Capital Research & Management's Sunstone Hotel Investors position peaked at $43.9M in Q3 2013.
211 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2020.

Based on Security Capital Research & Management's 13F filing for Q2 2020, filed 14 Aug 2020.