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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 21,373,140 | $193M | 9.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,412,039 | $175M | 8.9% | 2026-Q1 |
| STATE STREET CORP trimmed | 10,806,765 | $98M | 5.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,099,538 | $91M | 4.6% | 2026-Q1 |
| Blackstone Inc. | 8,645,000 | $78M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 8,560,832 | $77M | 3.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,733,474 | $46M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 5,058,257 | $46M | 2.3% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 4,698,635 | $42M | 2.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 4,633,549 | $42M | 2.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 4,278,644 | $39M | 2.0% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC trimmed | 3,961,704 | $36M | 1.8% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC trimmed | 3,671,758 | $33M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 3,588,103 | $32M | 1.6% | 2026-Q1 |
| Woodline Partners LP trimmed | 3,548,175 | $32M | 1.6% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 3,100,000 | $28M | 1.4% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 3,055,466 | $28M | 1.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 2,878,400 | $26M | 1.3% | 2026-Q1 |
| H/2 CREDIT MANAGER LP | 2,788,210 | $25M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 2,638,869 | $24M | 1.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,591,239 | $23M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 2,462,547 | $22M | 1.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 2,385,065 | $21M | 1.1% | 2026-Q1 |
| SG Americas Securities, LLC added | 2,244,427 | $20M | 1.0% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 1,855,709 | $17M | 0.9% | 2026-Q1 |
| Tributary Capital Management, LLC added | 1,769,325 | $16M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 1,421,723 | $13M | 0.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,401,639 | $13M | 0.6% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 1,319,926 | $12M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,232,360 | $11M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,213,262 | $11M | 0.6% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 1,197,071 | $11M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 1,167,706 | $11M | 0.5% | 2026-Q1 |
| Nuveen, LLC added | 1,149,938 | $10M | 0.5% | 2026-Q1 |
| Public Sector Pension Investment Board added | 972,102 | $9M | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 926,939 | $8M | 0.4% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 923,138 | $8M | 0.4% | 2026-Q1 |
| DAVIS SELECTED ADVISERS trimmed | 889,720 | $8M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 821,502 | $7M | 0.4% | 2026-Q1 |
| UBS Group AG added | 773,546 | $7M | 0.4% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 767,237 | $7M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 758,985 | $7M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 729,544 | $7M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 575,991 | $5M | 0.3% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 556,906 | $5M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 547,302 | $5M | 0.3% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 494,067 | $4M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC added | 481,717 | $4M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 470,845 | $4M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 465,569 | $4M | 0.2% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 462,272 | $4M | 0.2% | 2026-Q1 |
| MARTINGALE ASSET MANAGEMENT L P added | 451,919 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 447,748 | $4M | 0.2% | 2026-Q1 |
| NORGES BANK added | 404,480 | $4M | 0.2% | 2026-Q1 |
| WINTON GROUP Ltd added | 391,146 | $4M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 375,983 | $3M | 0.2% | 2026-Q1 |
| FMR LLC added | 363,337 | $3M | 0.2% | 2026-Q1 |
| Swiss National Bank | 355,749 | $3M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 336,996 | $3M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 292,800 | $3M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 288,616 | $3M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 287,089 | $3M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 284,093 | $3M | 0.1% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM added | 280,745 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 277,966 | $3M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 264,910 | $2M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 262,732 | $2M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 258,424 | $2M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 255,355 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D added | 239,758 | $2M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 233,523 | $2M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 228,623 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 211,528 | $2M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 207,834 | $2M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 203,362 | $2M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 202,115 | $2M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 192,998 | $2M | 0.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 190,775 | $2M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 184,624 | $2M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 179,686 | $2M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 178,472 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 176,014 | $2M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 27,681,920 | $247M | 12.6% | 2025-Q4 stale |
| RUSH ISLAND MANAGEMENT, LP trimmed | 3,708,130 | $35M | 1.8% | 2025-Q3 stale |
| AltraVue Capital, LLC added | 1,431,347 | $12M | 0.6% | 2025-Q2 stale |
| Waterfront Capital Partners, LLC added | 1,113,896 | $10M | 0.5% | 2025-Q2 stale |
| Hudson Bay Capital Management LP new | 1,004,662 | $9M | 0.5% | 2025-Q1 stale |
| GRS Advisors, LLC trimmed | 945,690 | $9M | 0.5% | 2025-Q1 stale |
| Hazelview Securities Inc. trimmed | 931,542 | $9M | 0.4% | 2025-Q1 stale |
| APG Asset Management US Inc. added | 867,197 | $8M | 0.4% | 2025-Q1 stale |
| LMR Partners LLP new | 734,301 | $7M | 0.4% | 2025-Q3 stale |
| BAMCO INC /NY/ added | 686,050 | $6M | 0.3% | 2025-Q4 stale |
| Vision Capital Corp trimmed | 600,000 | $6M | 0.3% | 2025-Q1 stale |
| Tarsadia Capital, LLC trimmed | 598,885 | $6M | 0.3% | 2025-Q1 stale |
| Long Pond Capital, LP | 485,237 | $4M | 0.2% | 2025-Q4 stale |
| Legato Capital Management LLC added | 309,441 | $3M | 0.1% | 2025-Q2 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 260,429 | $2M | 0.1% | 2025-Q1 stale |
| Apollo Management Holdings, L.P. new | 220,020 | $2M | 0.1% | 2025-Q4 stale |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 176,634 | $2M | 0.1% | 2025-Q1 stale |
| Carrera Capital Advisors added | 168,298 | $2M | 0.1% | 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.
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.