Vert Asset Management’s Sunstone Hotel Investors SHO Stock Holding History

Vert Asset 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
2024 Q2	–	Sell	-79,899	Closed	-$890K	–	46
2024 Q1	$890K	Buy	79,899 +6,524	+9%	+$71.3K	0.37%	30
2023 Q4	$787K	Sell	73,375 -8,895	-11%	-$87.7K	0.34%	31
2023 Q3	$769K	Buy	82,270 +9,524	+13%	+$90K	0.39%	30
2023 Q2	$736K	Buy	72,746 +10,257	+16%	+$102K	0.38%	29
2023 Q1	$617K	Buy	62,489 +16,831	+37%	+$171K	0.36%	29
2022 Q4	$441K	Buy	+45,658	New	+$472K	0.39%	29

Other funds holding SHO

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

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

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

RIM

Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Vert Asset Management's SHO Position: Q2 2024 in Review

Vert Asset Management sold out of Sunstone Hotel Investors (SHO) in Q2 2024, closing a stake of 79,899 shares — an estimated $890K sold.

Vert Asset Management first reported a position in SHO in Q4 2022 and held it in 6 quarters. The position peaked at $890K in Q1 2024. 242 funds tracked by Wall St. Rank hold SHO as of Q2 2024.

Vert Asset Management reported no remaining Sunstone Hotel Investors position as of Q2 2024 after selling out during the quarter.
Vert Asset Management sold 79,899 Sunstone Hotel Investors shares in Q2 2024, an estimated $890K.
Vert Asset Management first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 6 quarters.
Vert Asset Management's Sunstone Hotel Investors position peaked at $890K in Q1 2024.
242 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2024.

Based on Vert Asset Management's 13F filing for Q2 2024, filed 17 Jul 2024.