WWM
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Whalen Wealth Management’s Host Hotels & Resorts HST Stock Holding History

Whalen Wealth Management’s Portfolio HST Stock Details HST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,500
Closed -$249K – 232
2026
Q2 		$249K Sell
10,500
-3,828
-27% -$85.5K 0.11% 178
2026
Q1 		$275K Buy
+14,328
New +$273K 0.15% 160

Other funds holding HST

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Whalen Wealth Management's HST Position: Q3 2026 in Review

Whalen Wealth Management sold out of Host Hotels & Resorts (HST) in Q3 2026, closing a stake of 10,500 shares — an estimated $249K sold.

Whalen Wealth Management first reported a position in HST in Q1 2026 and held it in 2 quarters. The position peaked at $275K in Q1 2026. 25 funds tracked by Wall St. Rank hold HST as of Q3 2026.

  • Whalen Wealth Management reported no remaining Host Hotels & Resorts position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 10,500 Host Hotels & Resorts shares in Q3 2026, an estimated $249K.
  • Whalen Wealth Management first reported a position in Host Hotels & Resorts in Q1 2026 and held it in 2 quarters.
  • Whalen Wealth Management's Host Hotels & Resorts position peaked at $275K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Host Hotels & Resorts as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.