Sunstone Hotel Investors Inc (SHO) Ownership

10.06 ↓0.06 (-0.59%)
As of April 18, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sunstone Hotel Investors Inc (SHO), owning a total of 38 million shares. Combined, the top 27 institutional holders of SHO own 91.86% of the company with a total of 189 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders decreased their combined ownership of SHO by 2.1 million shares. 1 institutions bought 89,211 total additional shares and increased their ownership by an average of 1.15%. However 3 institutions sold 2,204,123 total shares and decreased their ownership by an average of 16.01%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Sunstone Hotel Investors decreased by a net total of -2,114,912 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Franklin Resources Inc3.826%1.148%7,860,28189,2112023-12-31
CBRE Investment Management Listed Real Assets LLC1.542%-37.522%3,167,732-1,902,4272023-12-31
Dimensional Fund Advisors, Inc.1.346%-7.947%2,765,064-238,7132023-12-31
William Blair Investment Management, LLC1.172%-2.549%2,407,899-62,9832023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc18.502%-2.213%38,011,588-860,2572023-09-30
Vanguard Group Inc16.056%-0.642%32,985,106-213,2492023-09-30
State Street Corporation6.617%-0.800%13,594,638-109,6382023-09-30
Rush Island Management, LP4.663%30.263%9,579,7322,225,5792023-09-30
Blackstone Inc4.208%0.000%8,645,00002023-09-30
Franklin Resources Inc3.826%1.148%7,860,28189,2112023-12-31
Principal Financial Group Inc3.728%-3.009%7,658,118-237,5962023-09-30
Deutsche Bank AG3.122%-1.061%6,568,486-70,4292022-06-30
JPMorgan Chase & Co2.305%20.978%4,734,593820,9802023-09-30
Geode Capital Management, LLC2.282%3.733%4,688,877168,7272023-09-30
Northern Trust Corp1.988%-3.251%4,083,191-137,1952023-09-30
FMR Inc1.947%-53.753%4,033,022-4,687,5122023-06-30
Goldman Sachs Group Inc1.934%98.639%3,974,0301,973,4042023-09-30
Charles Schwab Investment Management Inc1.858%2.740%3,817,209101,7952023-09-30
HHG PLC1.741%-5.381%3,607,481-205,1602023-03-31
Bank of New York Mellon Corp1.752%-2.557%3,598,532-94,4122023-09-30
Balyasny Asset Management LLC1.568%-24.392%3,248,975-1,048,1662023-03-31
Westwood Holdings Group Inc1.574%7.820%3,233,190234,4882023-09-30
Legal & General Group PLC1.551%-5.456%3,185,660-183,8432023-09-30
Lord, Abbett & Co LLC1.515%-21.454%3,170,937-866,1002022-09-30
CBRE Investment Management Listed Real Assets LLC1.542%-37.522%3,167,732-1,902,4272023-12-31
Manufacturers Life Insurance Co1.482%0.890%3,044,68526,8482023-09-30
Dimensional Fund Advisors, Inc.1.346%-7.947%2,765,064-238,7132023-12-31
H/2 Credit Manager LP1.260%117.824%2,588,2101,400,0002023-09-30
Ameriprise Financial Inc1.233%2.232%2,532,55255,2852023-09-30
William Blair Investment Management, LLC1.172%-2.549%2,407,899-62,9832023-12-31
Morgan Stanley - Brokerage Accounts1.088%59.715%2,234,585835,4742023-09-30

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 14 million shares. Combined, the top 31 mutual fund holders of SHO own 51.36% of the company with a total of 104.9 million shares.

In the latest ownership report on February 29th 2024, the top 31 fund holders increased their combined ownership of SHO by 42 thousand shares. 5 funds bought 131,916 total additional shares and increased their ownership by an average of 0.92%. However 4 funds sold 89,863 total shares and decreased their ownership by an average of 0.38%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Sunstone Hotel Investors increased by a net total of 42,053 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.875%0.146%13,993,06620,4122024-02-29
Vanguard Real Estate Index Investor3.913%-0.681%7,964,385-54,6012024-02-29
Vanguard Total Stock Mkt Idx Inv3.189%-0.267%6,489,654-17,3742024-02-29
Vanguard Small Cap Index2.602%0.937%5,295,54349,1332024-02-29
Franklin Small Cap Value A2.596%0.000%5,283,85402024-02-29
iShares Russell 2000 ETF2.474%-0.016%5,034,991-8232024-02-29
Vanguard Small Cap Value Index Inv1.777%0.791%3,617,62728,3932024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.489%-0.560%3,030,719-17,0652024-02-29
iShares S&P Small-Cap 600 Growth ETF0.993%0.000%2,020,70802024-02-29
SPDR® Portfolio S&P 600 Sm Cap ETF0.914%0.020%1,859,5593782024-02-29
Vanguard Tax-Managed Small Cap Adm0.789%0.000%1,605,02702024-02-29
Franklin Small Cap Value VIP 10.679%0.000%1,381,59002024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.624%2.718%1,269,91633,6002024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.875%0.146%13,993,06620,4122024-02-29
Vanguard Real Estate Index Investor3.913%-0.681%7,964,385-54,6012024-02-29
Vanguard Total Stock Mkt Idx Inv3.189%-0.267%6,489,654-17,3742024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr3.105%0.412%6,432,78426,3802023-03-31
Vanguard Small Cap Index2.602%0.937%5,295,54349,1332024-02-29
Franklin Small Cap Value A2.596%0.000%5,283,85402024-02-29
Franklin Small Cap Value SMA Composite2.596%0.000%5,283,85402023-12-31
Franklin US Small Cap Value Equity2.596%0.000%5,283,85402023-12-31
iShares Russell 2000 ETF2.474%-0.016%5,034,991-8232024-02-29
Vanguard Small Cap Value Index Inv1.777%0.791%3,617,62728,3932024-02-29
Janus Henderson Small Cap Value L1.642%-6.857%3,400,977-250,3532023-03-31
Vanguard Institutional Extnd Mkt Idx Tr1.489%-0.560%3,030,719-17,0652024-02-29
Vanguard Extended Market Index Investor1.387%-0.016%2,873,409-4692023-08-31
iShares S&P Small-Cap 600 Value ETF1.210%0.000%2,484,89102023-11-30
JHancock Small Cap Core NAV1.110%-21.116%2,258,630-604,5872024-01-31
Fidelity Small Cap Index1.030%1.427%2,095,50229,4742023-12-31
Fidelity® Small Cap Index0.985%2.700%2,022,69753,1832023-10-31
iShares S&P Small-Cap 600 Growth ETF0.993%0.000%2,020,70802024-02-29
iShares Russell 2000 Value ETF0.975%0.127%1,983,3592,5082024-02-01
SPDR® Portfolio S&P 600 Sm Cap ETF0.914%0.020%1,859,5593782024-02-29
Xtrackers S&P 500 Swap ETF 1C0.845%0.000%1,736,15102023-11-30
Fidelity® Series Small Cap Opps0.821%-14.629%1,700,500-291,4002023-06-30
DWS Global Real Estate Sec Focus Comp0.763%0.000%1,605,0761,605,0762022-10-31
Vanguard Tax-Managed Small Cap Adm0.789%0.000%1,605,02702024-02-29
Principal Global Real Estate Sec Instl0.764%-3.503%1,570,338-57,0112023-10-31
CBRE Global Real Estate Income0.692%0.000%1,408,20002023-12-29
SPDR® S&P 600 Small Cap Value ETF0.677%-0.420%1,390,379-5,8602023-11-30
Franklin Small Cap Value VIP 10.679%0.000%1,381,59002024-02-29
Undrly L&G Heitman Property0.632%8.719%1,286,563103,1832023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.624%2.718%1,269,91633,6002024-02-29
Vanguard Real Estate II Index0.615%0.149%1,250,8281,8612024-01-31

Discussions

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easymoneyFAM

$SHO the best advice has been no stop losses. Would have cost a fortune!!!

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chickenEggs

$SHO just waiting to short this bad boy.

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145zip

$SHO called it

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LongUsername

$SHO when this finally break out we could see huge upside

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