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Wealthspire Advisors (New York)’s Sunstone Hotel Investors SHO Stock Holding History

Wealthspire Advisors (New York)’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
-393
Closed -$3.68K – 2570
2025
Q3 		$3.68K Buy
+393
New +$3.61K ﹤0.01% 2436

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Bank of America
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Alyeska Investment Group
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Geode Capital Management
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Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
CIMLRA
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Wealthspire Advisors (New York)'s SHO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Sunstone Hotel Investors (SHO) in Q4 2025, closing a stake of 393 shares — an estimated $3.68K sold.

Wealthspire Advisors (New York) first reported a position in SHO in Q3 2025 and held it in 1 quarter. The position peaked at $3.68K in Q3 2025. 245 funds tracked by Wall St. Rank hold SHO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Sunstone Hotel Investors position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 393 Sunstone Hotel Investors shares in Q4 2025, an estimated $3.68K.
  • Wealthspire Advisors (New York) first reported a position in Sunstone Hotel Investors in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Sunstone Hotel Investors position peaked at $3.68K in Q3 2025.
  • 245 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.