Sunstone Hotel Investors Inc (SHO) Ownership

10.23 ↑0.03 (0.29%)

As of May 1, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sunstone Hotel Investors Inc (SHO), owning a total of 38.2 million shares. Combined, the top 28 institutional holders of SHO own 93.95% of the company with a total of 191.9 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of SHO by 1.6 million shares. 9 institutions bought 7,143,715 total additional shares and increased their ownership by an average of 60.04%. However 9 institutions sold 5,568,891 total shares and decreased their ownership by an average of 12.37%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sunstone Hotel Investors increased by a net total of 1,574,824 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.764%	0.550%	38,220,478	208,890	2023-12-31
Vanguard Group Inc	15.813%	-2.349%	32,210,355	-774,751	2023-12-31
State Street Corporation	6.618%	-0.838%	13,480,779	-113,859	2023-12-31
Blackstone Inc	4.244%	0.000%	8,645,000	0	2023-12-31
Franklin Resources Inc	3.859%	1.148%	7,860,281	89,211	2023-12-31
Geode Capital Management, LLC	2.395%	4.044%	4,878,481	189,604	2023-12-31
Tarsadia Capital, LLC	2.263%	197.716%	4,608,675	3,060,664	2023-12-31
Charles Schwab Investment Management Inc	1.918%	2.330%	3,906,158	88,949	2023-12-31
JPMorgan Chase & Co	1.912%	-17.757%	3,893,885	-840,708	2023-12-31
Balyasny Asset Management LLC	1.902%	313.807%	3,873,721	2,937,603	2023-12-31
Bank of New York Mellon Corp	1.724%	-2.422%	3,511,389	-87,143	2023-12-31
Legal & General Group PLC	1.633%	4.413%	3,326,228	140,568	2023-12-31
Manufacturers Life Insurance Co	1.611%	7.775%	3,281,393	236,708	2023-12-31
CBRE Investment Management Listed Real Assets LLC	1.555%	-37.522%	3,167,732	-1,902,427	2023-12-31
Westwood Holdings Group Inc	1.434%	-9.688%	2,919,963	-313,227	2023-12-31
Northern Trust Corp	1.398%	-30.248%	2,848,111	-1,235,080	2023-12-31
Dimensional Fund Advisors, Inc.	1.358%	-7.947%	2,765,064	-238,713	2023-12-31
Morgan Stanley - Brokerage Accounts	1.191%	8.571%	2,426,103	191,518	2023-12-31
William Blair Investment Management, LLC	1.182%	-2.549%	2,407,899	-62,983	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.764%	0.550%	38,220,478	208,890	2023-12-31
Vanguard Group Inc	15.813%	-2.349%	32,210,355	-774,751	2023-12-31
State Street Corporation	6.618%	-0.838%	13,480,779	-113,859	2023-12-31
Rush Island Management, LP	4.703%	30.263%	9,579,732	2,225,579	2023-09-30
Blackstone Inc	4.244%	0.000%	8,645,000	0	2023-12-31
Franklin Resources Inc	3.859%	1.148%	7,860,281	89,211	2023-12-31
Principal Financial Group Inc	3.728%	-3.009%	7,658,118	-237,596	2023-09-30
Deutsche Bank AG	3.122%	-1.061%	6,568,486	-70,429	2022-06-30
Geode Capital Management, LLC	2.395%	4.044%	4,878,481	189,604	2023-12-31
Tarsadia Capital, LLC	2.263%	197.716%	4,608,675	3,060,664	2023-12-31
FMR Inc	1.947%	-53.753%	4,033,022	-4,687,512	2023-06-30
Goldman Sachs Group Inc	1.934%	98.639%	3,974,030	1,973,404	2023-09-30
Charles Schwab Investment Management Inc	1.918%	2.330%	3,906,158	88,949	2023-12-31
JPMorgan Chase & Co	1.912%	-17.757%	3,893,885	-840,708	2023-12-31
Balyasny Asset Management LLC	1.902%	313.807%	3,873,721	2,937,603	2023-12-31
HHG PLC	1.741%	-5.381%	3,607,481	-205,160	2023-03-31
Bank of New York Mellon Corp	1.724%	-2.422%	3,511,389	-87,143	2023-12-31
Legal & General Group PLC	1.633%	4.413%	3,326,228	140,568	2023-12-31
Manufacturers Life Insurance Co	1.611%	7.775%	3,281,393	236,708	2023-12-31
Lord, Abbett & Co LLC	1.515%	-21.454%	3,170,937	-866,100	2022-09-30
CBRE Investment Management Listed Real Assets LLC	1.555%	-37.522%	3,167,732	-1,902,427	2023-12-31
Westwood Holdings Group Inc	1.434%	-9.688%	2,919,963	-313,227	2023-12-31
Northern Trust Corp	1.398%	-30.248%	2,848,111	-1,235,080	2023-12-31
Dimensional Fund Advisors, Inc.	1.358%	-7.947%	2,765,064	-238,713	2023-12-31
H/2 Credit Manager LP	1.260%	117.824%	2,588,210	1,400,000	2023-09-30
Ameriprise Financial Inc	1.233%	2.232%	2,532,552	55,285	2023-09-30
Morgan Stanley - Brokerage Accounts	1.191%	8.571%	2,426,103	191,518	2023-12-31
William Blair Investment Management, LLC	1.182%	-2.549%	2,407,899	-62,983	2023-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Sunstone Hotel Investors Inc (SHO), owning a total of 13.9 million shares. Combined, the top 31 mutual fund holders of SHO own 51.21% of the company with a total of 104.7 million shares.

In the latest ownership report on March 31st 2024, the top 31 fund holders increased their combined ownership of SHO by 88 thousand shares. 2 funds bought 81,536 total additional shares and increased their ownership by an average of 0.86%. However 4 funds sold 169,297 total shares and decreased their ownership by an average of 1.35%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sunstone Hotel Investors decreased by a net total of -87,761 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Real Estate Index Investor	3.933%	0.598%	8,011,975	47,590	2024-03-31
Vanguard Small Cap Index	2.573%	-1.014%	5,241,850	-53,693	2024-03-31
Vanguard Small Cap Value Index Inv	1.734%	-2.366%	3,532,039	-85,588	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.505%	1.120%	3,064,665	33,946	2024-03-31
Vanguard Tax-Managed Small Cap Adm	0.778%	-1.299%	1,584,176	-20,851	2024-03-31
Undrly L&G Heitman Property	0.627%	-0.712%	1,277,398	-9,165	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.623%	0.000%	1,269,916	0	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.812%	-0.357%	13,875,492	-49,644	2024-03-28
Vanguard Real Estate Index Investor	3.933%	0.598%	8,011,975	47,590	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.186%	-0.267%	6,489,654	-17,374	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.105%	0.412%	6,432,784	26,380	2023-03-31
Franklin Small Cap Value A	2.594%	0.000%	5,283,854	0	2024-02-29
Franklin Small Cap Value SMA Composite	2.594%	0.000%	5,283,854	0	2023-12-31
Franklin US Small Cap Value Equity	2.594%	0.000%	5,283,854	0	2023-12-31
Vanguard Small Cap Index	2.573%	-1.014%	5,241,850	-53,693	2024-03-31
iShares Russell 2000 ETF	2.489%	0.048%	5,069,240	2,445	2024-03-28
Vanguard Small Cap Value Index Inv	1.734%	-2.366%	3,532,039	-85,588	2024-03-31
Janus Henderson Small Cap Value L	1.642%	-6.857%	3,400,977	-250,353	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.505%	1.120%	3,064,665	33,946	2024-03-31
Vanguard Extended Market Index Investor	1.387%	-0.016%	2,873,409	-469	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.210%	0.000%	2,484,891	0	2023-11-30
JHancock Small Cap Core NAV	1.109%	0.000%	2,258,630	0	2024-02-29
Fidelity Small Cap Index	1.045%	1.620%	2,129,442	33,940	2024-01-31
Fidelity® Small Cap Index	0.985%	2.700%	2,022,697	53,183	2023-10-31
iShares S&P Small-Cap 600 Growth ETF	0.986%	0.000%	2,008,243	0	2024-03-28
iShares Russell 2000 Value ETF	0.951%	-0.063%	1,937,410	-1,229	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.893%	0.103%	1,818,315	1,865	2024-03-28
Xtrackers S&P 500 Swap ETF 1C	0.845%	0.000%	1,736,151	0	2023-11-30
Fidelity® Series Small Cap Opps	0.821%	-14.629%	1,700,500	-291,400	2023-06-30
DWS Global Real Estate Sec Focus Comp	0.763%	0.000%	1,605,076	1,605,076	2022-10-31
Vanguard Tax-Managed Small Cap Adm	0.778%	-1.299%	1,584,176	-20,851	2024-03-31
Principal Global Real Estate Sec Instl	0.764%	-3.503%	1,570,338	-57,011	2023-10-31
CBRE Global Real Estate Income	0.691%	0.000%	1,408,200	0	2023-12-29
SPDR® S&P 600 Small Cap Value ETF	0.677%	-0.420%	1,390,379	-5,860	2023-11-30
Franklin Small Cap Value VIP 1	0.678%	0.000%	1,381,590	0	2024-02-29
Undrly L&G Heitman Property	0.627%	-0.712%	1,277,398	-9,165	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.623%	0.000%	1,269,916	0	2024-03-31
Vanguard Real Estate II Index	0.615%	0.149%	1,250,828	1,861	2024-01-31