True Wealth Design’s Sunstone Hotel Investors SHO Stock Holding History

True Wealth Design’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	$1.06K	Hold	95	–	–	﹤0.01%	1918
2026 Q2	$1.09K	Sell	95 -30	-24%	-$315	﹤0.01%	1949
2026 Q1	$1.13K	Hold	125	–	–	﹤0.01%	1764
2025 Q4	$1.12K	Buy	125 +30	+32%	+$275	﹤0.01%	1666
2025 Q3	$891	Hold	95	–	–	﹤0.01%	1788
2025 Q2	$825	Buy	95 +91	+2,275%	+$785	﹤0.01%	1542
2025 Q1	$38	Buy	+4	New	+$43	﹤0.01%	2451

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 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

PCM

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

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

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

LAM

Longboard Asset Management Phoenix, Arizona $3.72M AUM 12.09% 1-Year Est. Return

SOAMC

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

True Wealth Design's SHO Position: Q3 2026 in Review

True Wealth Design held its Sunstone Hotel Investors (SHO) position steady in Q3 2026 at 95 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

True Wealth Design first reported a position in SHO in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.13K in Q1 2026. 18 funds tracked by Wall St. Rank hold SHO as of Q3 2026.

True Wealth Design held 95 shares of Sunstone Hotel Investors worth $1.06K as of Q3 2026.
True Wealth Design left its Sunstone Hotel Investors share count unchanged in Q3 2026.
Sunstone Hotel Investors made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1918 holding.
True Wealth Design first reported a position in Sunstone Hotel Investors in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Sunstone Hotel Investors position peaked at $1.13K in Q1 2026.
18 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.