Sunstone Hotel Investors Inc (SHO) Ownership

11.86 ↑1.09 (10.12%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Sunstone Hotel Investors Inc (SHO), owning a total of 37.3 million shares. Combined, the top 30 institutional holders of SHO own 97.92% of the company with a total of 197.8 million shares.

In the latest ownership report on September 30th 2024, the top 30 institutional holders increased their combined ownership of SHO by 510 thousand shares. 6 institutions bought 668,714 total additional shares and increased their ownership by an average of 2.83%. However 3 institutions sold 159,063 total shares and decreased their ownership by an average of 2.05%.

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 509,651 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	15.787%	0.219%	31,719,986	69,444	2024-09-30
Rush Island Management, LP	4.810%	0.000%	9,663,978	0	2024-09-30
Blackstone Inc	4.303%	0.000%	8,645,000	0	2024-09-30
Geode Capital Management, LLC	2.612%	2.128%	5,247,927	109,327	2024-09-30
Charles Schwab Investment Management Inc	2.032%	2.961%	4,081,978	117,390	2024-09-30
CBRE Investment Management Listed Real Assets LLC	1.909%	5.511%	3,835,385	200,311	2024-09-30
Westwood Holdings Group Inc	1.480%	5.496%	2,973,148	154,878	2024-09-30
Dimensional Fund Advisors, Inc.	1.378%	-2.153%	2,767,592	-60,907	2024-09-30
Manufacturers Life Insurance Co	1.306%	-1.008%	2,624,468	-26,721	2024-09-30
Northern Trust Corp	1.305%	0.667%	2,621,319	17,364	2024-09-30
William Blair Investment Management, LLC	1.159%	-2.976%	2,329,005	-71,435	2024-09-30
H/2 Credit Manager LP	1.089%	0.000%	2,188,210	0	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	18.575%	-1.327%	37,321,401	-501,808	2024-06-30
Vanguard Group Inc	15.787%	0.219%	31,719,986	69,444	2024-09-30
State Street Corporation	6.128%	-7.574%	12,459,789	-1,020,990	2024-03-31
State Street Corp	5.988%	-3.447%	12,030,351	-429,438	2024-06-30
Rush Island Management, LP	4.810%	0.000%	9,663,978	0	2024-09-30
Blackstone Inc	4.303%	0.000%	8,645,000	0	2024-09-30
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
Franklin Resources Inc	2.858%	-10.207%	5,742,102	-652,719	2024-06-30
Geode Capital Management, LLC	2.612%	2.128%	5,247,927	109,327	2024-09-30
Charles Schwab Investment Management Inc	2.032%	2.961%	4,081,978	117,390	2024-09-30
FMR Inc	1.947%	-53.753%	4,033,022	-4,687,512	2023-06-30
CBRE Investment Management Listed Real Assets LLC	1.909%	5.511%	3,835,385	200,311	2024-09-30
JPMorgan Chase & Co	1.814%	-7.111%	3,644,975	-279,034	2024-06-30
HHG PLC	1.741%	-5.381%	3,607,481	-205,160	2023-03-31
Morgan Stanley - Brokerage Accounts	1.746%	-18.845%	3,507,326	-814,442	2024-06-30
Bank of New York Mellon Corp	1.663%	-3.433%	3,341,804	-118,796	2024-06-30
Legal & General Group PLC	1.653%	-0.321%	3,321,004	-10,682	2024-06-30
Lord, Abbett & Co LLC	1.515%	-21.454%	3,170,937	-866,100	2022-09-30
Citadel Advisors Llc	1.568%	8,136.140%	3,149,417	3,111,178	2024-06-30
Westwood Holdings Group Inc	1.480%	5.496%	2,973,148	154,878	2024-09-30
Balyasny Asset Management LLC	1.392%	-26.901%	2,831,638	-1,042,083	2024-03-31
Dimensional Fund Advisors, Inc.	1.378%	-2.153%	2,767,592	-60,907	2024-09-30
Manufacturers Life Insurance Co	1.306%	-1.008%	2,624,468	-26,721	2024-09-30
Northern Trust Corp	1.305%	0.667%	2,621,319	17,364	2024-09-30
Ameriprise Financial Inc	1.233%	2.232%	2,532,552	55,285	2023-09-30
William Blair Investment Management, LLC	1.159%	-2.976%	2,329,005	-71,435	2024-09-30
H/2 Credit Manager LP	1.089%	0.000%	2,188,210	0	2024-09-30
Tarsadia Capital, LLC	1.069%	-20.946%	2,148,339	-569,208	2024-06-30
Goldman Sachs Group Inc	1.013%	65.415%	2,035,442	804,932	2024-06-30

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 13 million shares. Combined, the top 35 mutual fund holders of SHO own 51.21% of the company with a total of 103.7 million shares.

In the latest ownership report on October 31st 2024, the top 35 fund holders increased their combined ownership of SHO by 2.1 million shares. 5 funds bought 2,246,968 total additional shares and increased their ownership by an average of 0.24%. However 6 funds sold 111,860 total shares and decreased their ownership by an average of 0.78%.

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 2,135,108 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.476%	0.097%	13,011,007	12,552	2024-10-31
Vanguard Real Estate Index Investor	3.793%	-0.212%	7,620,273	-16,161	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.237%	-0.424%	6,503,652	-27,693	2024-10-31
iShares Russell 2000 ETF	2.664%	-0.225%	5,352,117	-12,040	2024-10-31
Vanguard Small Cap Index	2.535%	0.197%	5,093,253	9,996	2024-10-31
Vanguard Small Cap Value Index Inv	1.715%	-0.035%	3,445,491	-1,188	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.521%	-0.335%	3,056,292	-10,278	2024-10-31
Xtrackers S&P 500 Swap ETF 1C	1.099%	0.000%	2,208,882	2,208,882	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.982%	0.000%	1,973,422	0	2024-10-31
iShares Russell 2000 Value ETF	0.975%	0.000%	1,958,224	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.897%	0.760%	1,802,107	13,600	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.754%	0.000%	1,513,870	0	2024-10-31
Vanguard Real Estate II Index	0.619%	0.156%	1,243,197	1,938	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-3.464%	1,240,016	-44,500	2024-10-31
Schwab US REIT ETF™	0.573%	0.000%	1,164,281	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.476%	0.097%	13,011,007	12,552	2024-10-31
Vanguard Real Estate Index Investor	3.793%	-0.212%	7,620,273	-16,161	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.237%	-0.424%	6,503,652	-27,693	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.105%	0.412%	6,432,784	26,380	2023-03-31
iShares Russell 2000 ETF	2.664%	-0.225%	5,352,117	-12,040	2024-10-31
Vanguard Small Cap Index	2.535%	0.197%	5,093,253	9,996	2024-10-31
Franklin Small Cap Value SMA Composite	2.027%	-21.884%	4,127,517	-1,156,337	2024-03-31
Vanguard Small Cap Value Index Inv	1.715%	-0.035%	3,445,491	-1,188	2024-10-31
Janus Henderson Small Cap Value L	1.642%	-6.857%	3,400,977	-250,353	2023-03-31
Franklin US Small Cap Value Equity	1.655%	-18.478%	3,364,841	-762,676	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.521%	-0.335%	3,056,292	-10,278	2024-10-31
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
Franklin Small Cap Value A	1.185%	-28.415%	2,408,722	-956,119	2024-07-31
JHancock Small Cap Core NAV	1.148%	0.000%	2,306,201	0	2024-09-30
Xtrackers S&P 500 Swap ETF 1C	1.099%	0.000%	2,208,882	2,208,882	2024-10-31
Fidelity Small Cap Index	1.064%	-2.191%	2,138,181	-47,898	2024-08-31
Fidelity® Small Cap Index	0.985%	2.700%	2,022,697	53,183	2023-10-31
iShares S&P Small-Cap 600 Growth ETF	0.982%	0.000%	1,973,422	0	2024-10-31
iShares Russell 2000 Value ETF	0.975%	0.000%	1,958,224	0	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.894%	0.000%	1,820,587	0	2024-04-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.897%	0.760%	1,802,107	13,600	2024-10-31
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
Principal Global Real Estate Sec Instl	0.764%	-3.503%	1,570,338	-57,011	2023-10-31
Undrly L&G Heitman Property	0.780%	6.228%	1,566,159	91,816	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.754%	0.000%	1,513,870	0	2024-10-31
CBRE Global Real Estate Income	0.701%	0.000%	1,408,200	0	2024-06-28
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
iShares Envir&Lw Carb Tilt REIdx(UK)LAcc	0.671%	-3.279%	1,348,930	-45,732	2024-09-30
Vanguard Real Estate II Index	0.619%	0.156%	1,243,197	1,938	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.617%	-3.464%	1,240,016	-44,500	2024-10-31
Fidelity Extended Market Index	0.600%	-3.314%	1,205,347	-41,319	2024-09-30
Schwab US REIT ETF™	0.573%	0.000%	1,164,281	0	2024-10-31