SUNSTONE HOTEL INVS INC NEW (SHO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
251
Reporting holders
$2.2B
Reported value
103.3%
Of shares outstanding
0.0%
Held as options
+25
Holder change
Institutions report 192,078,935 shares against 185,943,941 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $402.1M | 35,116,958 | 0.01% | 8q | +6.5%+$24.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $226.0M | 19,735,550 | 0.01% | 2q | +1.7%+$3.7M |
| STATE STREET CORP | $123.9M | 10,740,243 | 0.00% | 31q | -0.6%-$767.5K |
| Blackstone Inc. | $98.2M | 8,580,000 | 0.30% | 17q | -0.8%-$744.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | $95.7M | 8,358,012 | 0.00% | 2q | -2.4%-$2.3M |
| BANK OF AMERICA CORP /DE/ | $71.1M | 6,207,364 | 0.00% | 31q | -38.5%-$44.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $59.5M | 5,195,704 | 0.00% | 31q | +2.7%+$1.6M |
| Woodline Partners LP | $53.0M | 4,624,593 | 0.16% | 4q | +30.3%+$12.3M |
| PRUDENTIAL FINANCIAL INC | $51.9M | 4,532,827 | 0.06% | 31q | -2.2%-$1.2M |
| Nuveen, LLC | $48.9M | 4,271,276 | 0.01% | 6q | +271.4%+$35.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $48.3M | 4,214,590 | 0.01% | 31q | -1.5%-$733.4K |
| Sixth Street Partners Management Company, L.P. | $48.3M | 4,214,590 | 0.01% | new | NEW |
| CITADEL ADVISORS LLC | $47.2M | 4,122,371 | 0.01% | 31q | +67.4%+$19.0M |
| JPMORGAN CHASE & CO | $44.4M | 3,797,012 | 0.00% | 31q | +5.8%+$2.4M |
| GOLDMAN SACHS GROUP INC | $42.7M | 3,729,729 | 0.00% | 31q | +219.4%+$29.3M |
| Qube Research & Technologies Ltd | $35.7M | 3,115,099 | 0.03% | 10q | +4471.7%+$34.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $35.5M | 3,100,000 | 0.05% | 9q | HELD |
| Legal & General Group Plc | $33.1M | 2,891,965 | 0.01% | 31q | HELD |
| NORTHERN TRUST CORP | $31.8M | 2,776,507 | 0.00% | 31q | +5.2%+$1.6M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $30.4M | 2,654,502 | 0.01% | 4q | +249.7%+$21.7M |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $30.3M | 2,648,664 | 0.42% | 21q | -33.1%-$15.0M |
| DIMENSIONAL FUND ADVISORS LP | $29.3M | 2,561,666 | 0.01% | 31q | -1.1%-$338.6K |
| MORGAN STANLEY | $27.3M | 2,386,927 | 0.00% | 35q | +70.3%+$11.3M |
| Public Sector Pension Investment Board | $21.8M | 1,901,234 | 0.03% | 16q | +95.6%+$10.6M |
| Tributary Capital Management, LLC | $19.7M | 1,718,319 | 1.62% | 20q | -2.9%-$584.0K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $16.8M | 1,464,572 | 0.05% | 25q | -21.1%-$4.5M |
| Bank of New York Mellon Corp | $16.3M | 1,422,541 | 0.00% | 31q | HELD |
| Fisher Asset Management, LLC | $15.7M | 1,373,262 | 0.00% | 15q | +14.7%+$2.0M |
| VANGUARD FIDUCIARY TRUST CO | $14.8M | 1,294,999 | 0.00% | 2q | +5.1%+$717.2K |
| PANAGORA ASSET MANAGEMENT INC | $14.5M | 1,263,846 | 0.04% | 2q | +162.4%+$9.0M |
| MILLENNIUM MANAGEMENT LLC | $14.4M | 1,254,277 | 0.01% | 31q | -47.4%-$12.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $14.1M | 1,231,376 | 0.00% | 3q | +1.5%+$207.4K |
| Balyasny Asset Management L.P. | $13.5M | 1,182,038 | 0.02% | 5q | -61.3%-$21.5M |
| UBS Group AG | $12.5M | 1,091,597 | 0.00% | 31q | +41.1%+$3.6M |
| NORGES BANK | $12.1M | 1,059,040 | 0.00% | 32q | +1280.0%+$11.2M |
| Invesco Ltd. | $11.7M | 1,022,934 | 0.00% | 31q | +10.4%+$1.1M |
| MARSHALL WACE, LLP | $10.4M | 910,545 | 0.01% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $10.4M | 906,591 | 0.01% | 31q | -1.8%-$189.5K |
| Davis Selected Advisers | $10.0M | 870,120 | 0.04% | 8q | -2.2%-$224.4K |
| FMR LLC | $9.4M | 824,603 | 0.00% | 31q | +127.0%+$5.3M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $8.8M | 767,237 | 0.01% | 9q | HELD |
| D. E. Shaw & Co., Inc. | $8.7M | 759,336 | 0.00% | new | NEW |
| AMERIPRISE FINANCIAL INC | $8.6M | 751,339 | 0.00% | 31q | -54.3%-$10.2M |
| RENAISSANCE TECHNOLOGIES LLC | $8.4M | 736,096 | 0.01% | 3q | +118.4%+$4.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $7.5M | 654,381 | 0.03% | 19q | -10.3%-$860.6K |
| Sophron Capital Management L.P. | $6.3M | 545,872 | 1.94% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $5.8M | 508,821 | 0.00% | 2q | +264.3%+$4.2M |
| RHUMBLINE ADVISERS | $5.7M | 494,591 | 0.00% | 31q | -14.1%-$932.0K |
| MARTINGALE ASSET MANAGEMENT L P | $5.5M | 482,308 | 0.13% | 6q | +6.7%+$348.0K |
| Daiwa Securities Group Inc. | $5.3M | 458,692 | 0.01% | 31q | -0.8%-$41.0K |
| ENVESTNET ASSET MANAGEMENT INC | $5.0M | 434,988 | 0.00% | 31q | -2.8%-$146.1K |
| Lighthouse Investment Partners, LLC | $4.8M | 417,870 | 0.13% | 6q | -25.0%-$1.6M |
| WELLS FARGO & COMPANY/MN | $4.3M | 378,864 | 0.00% | 31q | -31.9%-$2.0M |
| HSBC HOLDINGS PLC | $4.2M | 365,360 | 0.00% | 31q | -33.2%-$2.1M |
| Swiss National Bank | $4.1M | 360,549 | 0.00% | 31q | +1.3%+$55.0K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $3.8M | 328,772 | 0.01% | 31q | -33.5%-$1.9M |
| FIRST TRUST ADVISORS LP | $3.7M | 323,077 | 0.00% | 31q | +12.5%+$412.1K |
| NOMURA ASSET MANAGEMENT CO LTD | $3.5M | 306,700 | 0.01% | 31q | +4.7%+$159.2K |
| Y-Intercept (Hong Kong) Ltd | $3.5M | 303,706 | 0.07% | 6q | +84.3%+$1.6M |
| Point72 Asset Management, L.P. | $3.5M | 303,473 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $3.4M | 297,933 | 0.00% | 18q | +504.6%+$2.8M |
| Allianz Asset Management GmbH | $3.4M | 294,176 | 0.00% | 30q | +63.7%+$1.3M |
| MACQUARIE GROUP LTD | $3.2M | 280,198 | 0.01% | 32q | +6.6%+$200.0K |
| SummitTX Capital, L.P. | $3.2M | 276,639 | 0.08% | 2q | +173.6%+$2.0M |
| DEUTSCHE BANK AG\ | $3.1M | 273,354 | 0.00% | 34q | +7.0%+$206.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $3.1M | 269,751 | 0.03% | 8q | -5.0%-$164.2K |
| FRANKLIN RESOURCES INC | $2.9M | 256,561 | 0.00% | 31q | -31.8%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $2.9M | 254,718 | 0.00% | new | NEW |
| Asset Management One Co., Ltd. | $2.9M | 252,574 | 0.01% | 31q | -12.5%-$412.7K |
| Engineers Gate Manager LP | $2.8M | 245,344 | 0.04% | new | NEW |
| CITIGROUP INC | $2.8M | 241,232 | 0.00% | 31q | -6.7%-$196.8K |
| BNP PARIBAS FINANCIAL MARKETS | $2.7M | 238,364 | 0.00% | 31q | +282.0%+$2.0M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $2.6M | 226,046 | 0.00% | 31q | -14.7%-$445.0K |
| STATE OF WISCONSIN INVESTMENT BOARD | $2.5M | 220,603 | 0.01% | 29q | +8.5%+$197.4K |
| LAZARD ASSET MANAGEMENT LLC | $2.4M | 205,644 | 0.00% | 2q | +15.2%+$311.1K |
| Carrera Capital Advisors | $2.3M | 201,948 | 0.35% | new | NEW |
| Sumitomo Mitsui Trust Group, Inc. | $2.3M | 202,768 | 0.00% | 31q | -2.4%-$58.0K |
| ALLIANCEBERNSTEIN L.P. | $2.3M | 251,425 | 0.00% | 31q | +7.7%+$161.3K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $2.2M | 190,803 | 0.01% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2.2M | 189,857 | 0.00% | 3q | HELD |
| ExodusPoint Capital Management, LP | $2.1M | 184,437 | 0.01% | new | NEW |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $2.0M | 178,124 | 0.00% | 6q | +61.5%+$777.0K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2.0M | 177,219 | 0.01% | 16q | -16.2%-$392.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.9M | 169,135 | 0.00% | 2q | +10.6%+$185.6K |
| AQR CAPITAL MANAGEMENT LLC | $1.9M | 168,223 | 0.00% | 31q | +15.9%+$264.3K |
| Vanguard Investments Australia, Ltd. | $1.9M | 166,128 | 0.00% | 2q | HELD |
| ALGERT GLOBAL LLC | $1.8M | 159,860 | 0.02% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.8M | 159,166 | 0.00% | 31q | -0.7%-$13.8K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.8M | 154,187 | 0.00% | 31q | -16.5%-$348.5K |
| CAPITAL FUND MANAGEMENT S.A. | $1.7M | 152,816 | 0.01% | 2q | +201.0%+$1.2M |
| XTX Topco Ltd | $1.7M | 149,701 | 0.02% | 3q | +63.1%+$663.3K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.7M | 148,318 | 0.01% | 3q | +14.9%+$219.8K |
| Louisiana State Employees Retirement System | $1.7M | 165,800 | 0.01% | 16q | +96.9%+$833.2K |
| SEI INVESTMENTS CO | $1.6M | 139,617 | 0.00% | 31q | +184.9%+$1.0M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.6M | 135,033 | 0.00% | new | NEW |
| State of New Jersey Common Pension Fund D | $1.5M | 131,379 | 0.01% | 28q | -45.2%-$1.2M |
| Amundi | $1.5M | 128,479 | 0.00% | 21q | -3.0%-$45.6K |
| OVERSEA-CHINESE BANKING Corp Ltd | $1.5M | 127,926 | 0.03% | 6q | -2.7%-$40.1K |
| READYSTATE ASSET MANAGEMENT LP | $1.3M | 116,806 | 0.05% | new | NEW |
| Horizon Investments, LLC | $1.3M | 114,575 | 0.01% | 3q | +52.1%+$449.5K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | BANK OF AMERICA CORP /DE/ | 3.4% |
| 2026-08-03 | 13G/A | BANK OF AMERICA CORP /DE/ | 3.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 251 | $2.2B | 192,078,935 | 44 | 79 | 87 | 0.0% |
| Q1 2026 | 226 | $1.7B | 186,556,085 | 28 | 91 | 62 | 0.0% |
| Q4 2025 | 218 | $1.6B | 183,749,334 | 30 | 66 | 86 | 0.0% |
| Q3 2025 | 208 | $1.8B | 189,280,617 | 22 | 58 | 96 | 0.1% |
| Q2 2025 | 209 | $1.7B | 191,069,975 | 24 | 82 | 77 | 0.0% |
| Q1 2025 | 211 | $1.9B | 199,970,200 | 30 | 64 | 86 | 0.0% |
| Q4 2024 | 214 | $2.4B | 200,167,758 | 27 | 76 | 70 | 0.0% |
| Q3 2024 | 204 | $2.1B | 198,762,917 | 23 | 67 | 71 | 0.0% |
| Q2 2024 | 206 | $2.1B | 197,303,734 | 26 | 85 | 63 | 0.0% |
| Q1 2024 | 206 | $2.2B | 196,033,642 | 26 | 64 | 77 | 0.0% |
| Q4 2023 | 198 | $2.1B | 199,868,757 | 22 | 74 | 70 | 0.0% |
| Q3 2023 | 194 | $1.9B | 201,561,372 | 21 | 65 | 72 | 0.0% |
| Q2 2023 | 191 | $2.1B | 206,562,554 | 24 | 65 | 76 | 0.1% |
| Q1 2023 | 180 | $2.2B | 218,480,293 | 18 | 60 | 70 | 0.0% |
| Q4 2022 | 175 | $1.9B | 200,090,679 | 20 | 60 | 63 | 0.0% |
| Q3 2022 | 233 | $2.2B | 233,476,818 | 51 | 80 | 71 | 0.0% |
| Q2 2022 | 206 | $2.2B | 224,585,569 | 24 | 59 | 94 | 0.0% |
| Q1 2022 | 214 | $2.6B | 216,913,445 | 30 | 98 | 69 | 0.0% |
| Q4 2021 | 211 | $2.6B | 223,024,161 | 27 | 81 | 77 | 0.0% |
| Q3 2021 | 207 | $2.6B | 220,012,367 | 41 | 71 | 70 | 0.0% |
| Q2 2021 | 186 | $2.8B | 222,277,018 | 16 | 72 | 72 | 0.0% |
| Q1 2021 | 194 | $2.7B | 219,478,243 | 29 | 74 | 68 | 0.0% |
| Q4 2020 | 183 | $2.5B | 223,367,269 | 35 | 64 | 61 | 0.4% |
| Q3 2020 | 183 | $1.7B | 215,689,414 | 21 | 69 | 76 | 0.0% |
| Q2 2020 | 210 | $1.8B | 219,969,401 | 38 | 74 | 78 | 0.0% |
| Q1 2020 | 201 | $2.1B | 237,326,232 | 43 | 72 | 68 | 0.1% |
| Q4 2019 | 202 | $3.2B | 232,287,815 | 24 | 69 | 84 | 0.0% |
| Q3 2019 | 209 | $3.2B | 230,954,409 | 27 | 85 | 69 | 0.0% |
| Q2 2019 | 206 | $3.2B | 234,463,490 | 29 | 79 | 69 | 0.0% |
| Q1 2019 | 211 | $3.4B | 237,582,846 | 40 | 70 | 73 | 0.0% |
| Q4 2018 | 202 | $3.2B | 249,151,630 | 4 | 4 | 4 | 0.0% |