Sunstone Hotel Investors Ownership | Who Owns Sunstone Hotel Investors?
Sunstone Hotel Investors Ownership Summary
Sunstone Hotel Investors is owned by 98.53% institutional investors, 1.13% insiders, and 0.34% retail investors. Blackrock is the largest institutional shareholder, holding 18.42% of SHO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.42% of its assets in Sunstone Hotel Investors shares.
SHO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sunstone Hotel Investors | 98.53% | 1.13% | 0.34% |
| Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
| Industry | Hotel & Motel REIT Stocks | 81.81% | 4.18% | 14.02% |
| Idea | Travel Stocks List | 61.17% | 13.32% | 25.51% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 37.32M | 18.42% | $390.38M |
| Vanguard group | 31.65M | 15.62% | $331.06M |
| State street | 12.03M | 5.94% | $126.90M |
| Rush island management, lp | 9.66M | 4.77% | $101.09M |
| Blackstone | 8.64M | 4.27% | $90.43M |
| Principal financial group | 8.36M | 4.15% | $98.93M |
| Franklin resources | 5.74M | 2.83% | $60.06M |
| Geode capital management | 5.14M | 2.54% | $53.76M |
| Charles schwab investment management | 3.96M | 1.96% | $41.47M |
| Jpmorgan chase | 3.64M | 1.80% | $38.13M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tarsadia capital | 2.15M | 99.74% | $22.47M |
| Rush island management, lp | 9.66M | 8.29% | $101.09M |
| H/2 credit manager lp | 2.19M | 6.16% | $22.89M |
| Altravue capital | 1.53M | 1.59% | $16.02M |
| Tributary capital management | 1.33M | 1.22% | $15.70M |
| Cbre investment management listed real assets | 3.64M | 0.70% | $38.02M |
| Legato capital management | 307.87K | 0.48% | $3.65M |
| Blackstone | 8.64M | 0.38% | $90.43M |
| Ubs oconnor | 363.07K | 0.24% | $3.80M |
| Index fund advisors | 225.16K | 0.14% | $2.67M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | 8.36M | 0.05% | 7.23M |
| Adage capital partners gp | 1.95M | 0.04% | 1.95M |
| Millennium management | 1.77M | 0.01% | 1.39M |
| Norges bank | 1.02M | 0.00% | 1.02M |
| Goldman sachs group | 2.04M | 0.00% | 804.93K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 1.26M | 0.02% | -1.57M |
| Lasalle investment management securities | - | - | -1.05M |
| Ubs asset management americas | 252.58K | 0.00% | -981.69K |
| Davis selected advisers | - | - | -816.38K |
| Bank of new york mellon | 1.70M | 0.00% | -756.27K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Adage capital partners gp | 1.95M | 0.04% | 1.95M | $20.40M |
| Norges bank | 1.02M | 0.00% | 1.02M | $10.70M |
| Exoduspoint capital management, lp | 733.03K | 0.05% | 733.03K | $7.67M |
| Healthcare of ontario pension plan trust fund | 207.00K | 0.01% | 207.00K | $2.17M |
| Corebridge financial | 118.00K | 0.01% | 118.00K | $1.23M |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -16.00 |
| Abound wealth management | -36.00 |
| Quest partners | -41.00 |
| Horizon investments | -53.00 |
| Huntington national bank | -83.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 230 | -4.56% | 198,437,892 | -0.69% | 98 | 1.01% | 109 | -14.17% | 85 | 2.41% |
| Jun 30, 2024 | 238 | -0.83% | 199,796,027 | 1.91% | 98 | 1.05% | 126 | 11.50% | 82 | -14.58% |
| Mar 31, 2024 | 240 | 1.69% | 196,056,993 | -3.09% | 96 | 1.00% | 113 | -5.83% | 96 | 11.63% |
| Dec 31, 2023 | 236 | 1.72% | 202,312,795 | -2.62% | 98 | 0.96% | 120 | 5.26% | 86 | -1.15% |
| Sep 30, 2023 | 232 | - | 207,763,646 | -3.12% | 101 | 0.93% | 114 | 6.54% | 87 | -7.45% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 12.90M | 6.42% | - |
| Vanguard Real Estate Index Investor | 7.45M | 3.71% | -3.55K |
| Vanguard Total Stock Mkt Idx Inv | 6.41M | 3.19% | 7.21K |
| iShares Russell 2000 ETF | 5.56M | 2.77% | -843.00 |
| Vanguard Small Cap Index | 5.12M | 2.55% | -7.18K |
| Principal Real Estate Securities R5 | 3.63M | 1.81% | 3.63M |
| Vanguard Small Cap Value Index Inv | 3.40M | 1.69% | -66.00K |
| Franklin US Small Cap Value Equity | 3.36M | 1.65% | -762.68K |
| Vanguard Institutional Extnd Mkt Idx Tr | 3.05M | 1.52% | -7.36K |
| JHancock Small Cap Core NAV | 2.43M | 1.21% | 52.06K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 03, 2022 | Springer Robert C | President and CIO | Sell | $11.83 |
| Dec 13, 2021 | PASQUALE DOUGLAS M | Interim CEO | Buy | $19.41K |
| Dec 15, 2021 | PASQUALE DOUGLAS M | Interim CEO | Buy | $95.67K |
| Jun 07, 2021 | Klein David M | General Counsel | Sell | $332.15K |
| Mar 19, 2021 | Klein David M | General Counsel | Sell | $9.44K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
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