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Westwood Holdings Group’s Sunstone Hotel Investors SHO Stock Holding History

Westwood Holdings Group’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 		– Sell
-3,671,758
Closed -$33.1M – 663
2026
Q1 		$33.1M Sell
3,671,758
-114,062
-3% -$1.05M 0.24% 145
2025
Q4 		$33.8M Sell
3,785,820
-103,821
-3% -$952K 0.28% 133
2025
Q3 		$36.4M Sell
3,889,641
-71,533
-2% -$658K 0.26% 130
2025
Q2 		$34.4M Buy
3,961,174
+384,277
+11% +$3.31M 0.25% 136
2025
Q1 		$33.7M Buy
3,576,897
+1,125,543
+46% +$12.2M 0.25% 132
2024
Q4 		$29M Sell
2,451,354
-521,794
-18% -$5.69M 0.22% 142
2024
Q3 		$30.7M Buy
2,973,148
+154,878
+5% +$1.58M 0.13% 177
2024
Q2 		$29.5M Buy
2,818,270
+51,203
+2% +$530K 0.14% 174
2024
Q1 		$30.8M Sell
2,767,067
-152,896
-5% -$1.67M 0.24% 142
2023
Q4 		$31.3M Sell
2,919,963
-313,227
-10% -$3.09M 0.26% 130
2023
Q3 		$30.2M Buy
3,233,190
+234,488
+8% +$2.22M 0.28% 116
2023
Q2 		$30.3M Sell
2,998,702
-42,314
-1% -$422K 0.27% 126
2023
Q1 		$30M Buy
3,041,016
+263,309
+9% +$2.67M 0.27% 123
2022
Q4 		$26.8M Buy
2,777,707
+104,285
+4% +$1.08M 0.24% 134
2022
Q3 		$25.2M Buy
2,673,422
+26,036
+1% +$281K 0.3% 114
2022
Q2 		$26.3M Sell
2,647,386
-200,047
-7% -$2.29M 0.29% 117
2022
Q1 		$33.5M Buy
2,847,433
+6,961
+0.2% +$79.1K 0.31% 111
2021
Q4 		$33.3M Buy
2,840,472
+924,037
+48% +$11.1M 0.3% 114
2021
Q3 		$22.9M Buy
+1,916,435
New +$22.3M 0.25% 137

Other funds holding SHO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Westwood Holdings Group's SHO Position: Q2 2026 in Review

Westwood Holdings Group sold out of Sunstone Hotel Investors (SHO) in Q2 2026, closing a stake of 3,671,758 shares — an estimated $33.1M sold.

Westwood Holdings Group first reported a position in SHO in Q3 2021 and held it in 19 quarters. The position peaked at $36.4M in Q3 2025. 275 funds tracked by Wall St. Rank hold SHO as of Q2 2026.

  • Westwood Holdings Group reported no remaining Sunstone Hotel Investors position as of Q2 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 3,671,758 Sunstone Hotel Investors shares in Q2 2026, an estimated $33.1M.
  • Westwood Holdings Group first reported a position in Sunstone Hotel Investors in Q3 2021 and held it in 19 quarters.
  • Westwood Holdings Group's Sunstone Hotel Investors position peaked at $36.4M in Q3 2025.
  • 275 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.