Trust Point Inc’s Sunstone Hotel Investors SHO Stock Holding History

Trust Point Inc’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 Q2	$147K	Buy	12,862 +832	+7%	+$8.73K	0.01%	459
2026 Q1	$108K	Buy	+12,030	New	+$110K	0.01%	516
2025 Q2	–	Sell	-10,821	Closed	-$102K	–	460
2025 Q1	$102K	Sell	10,821 -7,110	-40%	-$77.1K	0.01%	453
2024 Q4	$212K	Sell	17,931 -36,091	-67%	-$393K	0.01%	535
2024 Q3	$558K	Sell	54,022 -2,294	-4%	-$23.4K	0.04%	265
2024 Q2	$589K	Buy	56,316 +898	+2%	+$9.3K	0.05%	244
2024 Q1	$617K	Buy	55,418 +20,963	+61%	+$229K	0.05%	246
2023 Q4	$370K	Buy	+34,455	New	+$340K	0.03%	344

Other funds holding SHO

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Longboard Asset Management Phoenix, Arizona $5.96M AUM 32.27% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return