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Steward Partners Investment Advisory’s Sunstone Hotel Investors SHO Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-105
Closed -$984 – 4453
2025
Q3 		$984 Buy
+105
New +$965 ﹤0.01% 4050

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State Street
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Blackstone Inc
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Bank of America
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Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Massachusetts Financial Services
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Steward Partners Investment Advisory's SHO Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Sunstone Hotel Investors (SHO) in Q4 2025, closing a stake of 105 shares — an estimated $984 sold.

Steward Partners Investment Advisory first reported a position in SHO in Q3 2025 and held it in 1 quarter. The position peaked at $984 in Q3 2025. 244 funds tracked by Wall St. Rank hold SHO as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Sunstone Hotel Investors position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 105 Sunstone Hotel Investors shares in Q4 2025, an estimated $984.
  • Steward Partners Investment Advisory first reported a position in Sunstone Hotel Investors in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Sunstone Hotel Investors position peaked at $984 in Q3 2025.
  • 244 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.