SC
SHO icon

Stephens Consulting’s Sunstone Hotel Investors SHO Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-40
Closed -$377 – 1867
2025
Q1 		$377 Buy
+40
New +$434 ﹤0.01% 1155

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Stephens Consulting's SHO Position: Q2 2025 in Review

Stephens Consulting sold out of Sunstone Hotel Investors (SHO) in Q2 2025, closing a stake of 40 shares — an estimated $377 sold.

Stephens Consulting first reported a position in SHO in Q1 2025 and held it in 1 quarter. The position peaked at $377 in Q1 2025. 234 funds tracked by Wall St. Rank hold SHO as of Q2 2025.

  • Stephens Consulting reported no remaining Sunstone Hotel Investors position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 40 Sunstone Hotel Investors shares in Q2 2025, an estimated $377.
  • Stephens Consulting first reported a position in Sunstone Hotel Investors in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Sunstone Hotel Investors position peaked at $377 in Q1 2025.
  • 234 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.