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Institutional Ownership · SEC Form 13F

Who owns Sunstone Hotel Investors, Inc. (SHO)


Which tracked institutional funds hold SHO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHO company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

246
Institutional holders
181M
Shares held (tracked funds)
95.4%
Of shares outstanding

How the tape is positioned

54 tracked funds added or opened SHO while 34 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

SHO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes SHO more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in SHO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 246 tracked filers holding SHO, 136 increased or opened the position and 102 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in SHO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 15

  • VANGUARD PORTFOLIO MANAGEMENT LLC$175M
  • VANGUARD CAPITAL MANAGEMENT LLC$77M
  • VANGUARD FIDUCIARY TRUST CO$11M
  • PANAGORA ASSET MANAGEMENT INC$4M
  • WINTON GROUP Ltd$4M
  • LAZARD ASSET MANAGEMENT LLC$2M

Full exits 8

  • VANGUARD GROUP INC$247M
  • BAMCO INC /NY/$6M
  • Long Pond Capital, LP$4M
  • Apollo Management Holdings, L.P.$2M
  • ExodusPoint Capital Management, LP$2M
  • TWO SIGMA ADVISERS, LP$1M

Largest adds

  • SG Americas Securities, LLC$19M
  • BANK OF AMERICA CORP /DE/$16M
  • ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$11M
  • JPMORGAN CHASE & CO$9M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$5M

Largest trims

  • BlackRock, Inc.$101M
  • Qube Research & Technologies Ltd$7M
  • Alyeska Investment Group, L.P.$6M
  • BALYASNY ASSET MANAGEMENT L.P.$5M
  • Woodline Partners LP$5M
  • CITADEL ADVISORS LLC$5M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed21,373,140$193M9.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new19,412,039$175M8.9%2026-Q1
STATE STREET CORP trimmed10,806,765$98M5.0%2026-Q1
BANK OF AMERICA CORP /DE/ added10,099,538$91M4.6%2026-Q1
Blackstone Inc.8,645,000$78M4.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new8,560,832$77M3.9%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed4,733,474$46M2.3%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added5,058,257$46M2.3%2026-Q1
Alyeska Investment Group, L.P. trimmed4,698,635$42M2.2%2026-Q1
PRUDENTIAL FINANCIAL INC added4,633,549$42M2.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added4,278,644$39M2.0%2026-Q1
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed3,961,704$36M1.8%2026-Q1
WESTWOOD HOLDINGS GROUP INC trimmed3,671,758$33M1.7%2026-Q1
JPMORGAN CHASE & CO added3,588,103$32M1.6%2026-Q1
Woodline Partners LP trimmed3,548,175$32M1.6%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. added3,100,000$28M1.4%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. trimmed3,055,466$28M1.4%2026-Q1
Legal & General Group Plc trimmed2,878,400$26M1.3%2026-Q1
H/2 CREDIT MANAGER LP2,788,210$25M1.3%2026-Q1
NORTHERN TRUST CORP added2,638,869$24M1.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,591,239$23M1.2%2026-Q1
CITADEL ADVISORS LLC trimmed2,462,547$22M1.1%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed2,385,065$21M1.1%2026-Q1
SG Americas Securities, LLC added2,244,427$20M1.0%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added1,855,709$17M0.9%2026-Q1
Tributary Capital Management, LLC added1,769,325$16M0.8%2026-Q1
Bank of New York Mellon Corp trimmed1,421,723$13M0.7%2026-Q1
MORGAN STANLEY trimmed1,401,639$13M0.6%2026-Q1
CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed1,319,926$12M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new1,232,360$11M0.6%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added1,213,262$11M0.6%2026-Q1
Fisher Asset Management, LLC trimmed1,197,071$11M0.6%2026-Q1
GOLDMAN SACHS GROUP INC trimmed1,167,706$11M0.5%2026-Q1
Nuveen, LLC added1,149,938$10M0.5%2026-Q1
Public Sector Pension Investment Board added972,102$9M0.4%2026-Q1
Invesco Ltd. added926,939$8M0.4%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added923,138$8M0.4%2026-Q1
DAVIS SELECTED ADVISERS trimmed889,720$8M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed821,502$7M0.4%2026-Q1
UBS Group AG added773,546$7M0.4%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed767,237$7M0.4%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added758,985$7M0.3%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added729,544$7M0.3%2026-Q1
RHUMBLINE ADVISERS added575,991$5M0.3%2026-Q1
Lighthouse Investment Partners, LLC added556,906$5M0.3%2026-Q1
HSBC HOLDINGS PLC trimmed547,302$5M0.3%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed494,067$4M0.2%2026-Q1
PANAGORA ASSET MANAGEMENT INC added481,717$4M0.2%2026-Q1
CANADA LIFE ASSURANCE Co trimmed470,845$4M0.2%2026-Q1
JANE STREET GROUP, LLC trimmed465,569$4M0.2%2026-Q1
Daiwa Securities Group Inc. added462,272$4M0.2%2026-Q1
MARTINGALE ASSET MANAGEMENT L P added451,919$4M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added447,748$4M0.2%2026-Q1
NORGES BANK added404,480$4M0.2%2026-Q1
WINTON GROUP Ltd added391,146$4M0.2%2026-Q1
FRANKLIN RESOURCES INC added375,983$3M0.2%2026-Q1
FMR LLC added363,337$3M0.2%2026-Q1
Swiss National Bank355,749$3M0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added336,996$3M0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added292,800$3M0.1%2026-Q1
Asset Management One Co., Ltd. trimmed288,616$3M0.1%2026-Q1
FIRST TRUST ADVISORS LP added287,089$3M0.1%2026-Q1
INTECH INVESTMENT MANAGEMENT LLC added284,093$3M0.1%2026-Q1
NEW YORK STATE TEACHERS RETIREMENT SYSTEM added280,745$3M0.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed277,966$3M0.1%2026-Q1
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM264,910$2M0.1%2026-Q1
MACQUARIE GROUP LTD trimmed262,732$2M0.1%2026-Q1
CITIGROUP INC added258,424$2M0.1%2026-Q1
DEUTSCHE BANK AG\ added255,355$2M0.1%2026-Q1
State of New Jersey Common Pension Fund D added239,758$2M0.1%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed233,523$2M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added228,623$2M0.1%2026-Q1
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added211,528$2M0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed207,834$2M0.1%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD trimmed203,362$2M0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added202,115$2M0.1%2026-Q1
State of Alaska, Department of Revenue trimmed192,998$2M0.1%2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed190,775$2M0.1%2026-Q1
Zurcher Kantonalbank (Zurich Cantonalbank) added184,624$2M0.1%2026-Q1
Allianz Asset Management GmbH trimmed179,686$2M0.1%2026-Q1
LAZARD ASSET MANAGEMENT LLC added178,472$2M0.1%2026-Q1
Thrivent Financial for Lutherans added176,014$2M0.1%2026-Q1
VANGUARD GROUP INC trimmed27,681,920$247M12.6%2025-Q4 stale
RUSH ISLAND MANAGEMENT, LP trimmed3,708,130$35M1.8%2025-Q3 stale
AltraVue Capital, LLC added1,431,347$12M0.6%2025-Q2 stale
Waterfront Capital Partners, LLC added1,113,896$10M0.5%2025-Q2 stale
Hudson Bay Capital Management LP new1,004,662$9M0.5%2025-Q1 stale
GRS Advisors, LLC trimmed945,690$9M0.5%2025-Q1 stale
Hazelview Securities Inc. trimmed931,542$9M0.4%2025-Q1 stale
APG Asset Management US Inc. added867,197$8M0.4%2025-Q1 stale
LMR Partners LLP new734,301$7M0.4%2025-Q3 stale
BAMCO INC /NY/ added686,050$6M0.3%2025-Q4 stale
Vision Capital Corp trimmed600,000$6M0.3%2025-Q1 stale
Tarsadia Capital, LLC trimmed598,885$6M0.3%2025-Q1 stale
Long Pond Capital, LP485,237$4M0.2%2025-Q4 stale
Legato Capital Management LLC added309,441$3M0.1%2025-Q2 stale
WOLVERINE ASSET MANAGEMENT LLC added260,429$2M0.1%2025-Q1 stale
Apollo Management Holdings, L.P. new220,020$2M0.1%2025-Q4 stale
BOOTHBAY FUND MANAGEMENT, LLC trimmed176,634$2M0.1%2025-Q1 stale
Carrera Capital Advisors added168,298$2M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership