DaveManuel.com · Institutional Ownership · Who Owns It
SUNSTONE HOTEL INVS INC NEW (SHO)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
274
Reporting holders
$2.2B
Reported value
104.2%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+28
Holder change
Institutions report 193,731,281 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | 0.25% | 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 |
| 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 |
| H/2 CREDIT MANAGER LP | $38.8M | 3,386,394 | 7.37% | 20q | +21.5%+$6.8M |
| 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 |
| Tributary Capital Management, LLC | $19.7M | 1,718,319 | 1.62% | 20q | -2.9%-$584.0K |
| SG Americas Securities, LLC | $17.0M | 1,485,674 | 0.01% | 4q | -33.8%-$8.7M |
| 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 |
| Public Sector Pension Investment Board | $10.9M | 950,617 | 0.03% | 16q | -2.2%-$246.0K |
| 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 | -8.5%-$803.5K |
| 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 |
| CANADA LIFE ASSURANCE Co | $5.3M | 464,614 | 0.01% | 31q | -1.3%-$71.3K |
| 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 | +36.3%+$1.2M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.8M | 241,796 | 0.00% | 31q | +19.6%+$454.4K |
| CITIGROUP INC | $2.8M | 241,232 | 0.00% | 31q | -6.7%-$196.8K |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $2.8M | 241,133 | 0.01% | 16q | -14.1%-$453.6K |
| 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.3M | 202,481 | 0.00% | 31q | -11.4%-$299.3K |
| 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 |
| State of Alaska, Department of Revenue | $1.8M | 161,370 | 0.02% | 31q | -16.4%-$361.8K |
| 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 |
| Thrivent Financial for Lutherans | $1.8M | 158,701 | 0.00% | 31q | -9.8%-$198.2K |
| 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 |
| SEI INVESTMENTS CO | $1.6M | 139,617 | 0.00% | 31q | +184.9%+$1.0M |
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 |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 11.3% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-24 | Springer Robert C | PRESIDENT AND CIO | Sold | 89,631 | $1.0M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 68 | $41.4M | 3,690,875 | 19 | 16 | 12 | 0.0% |
| Q2 2026 | 274 | $2.2B | 193,731,281 | 46 | 82 | 96 | 0.0% |
| Q1 2026 | 246 | $1.7B | 192,212,835 | 29 | 99 | 67 | 0.0% |
| Q4 2025 | 244 | $1.7B | 188,845,150 | 30 | 77 | 92 | 0.0% |
| Q3 2025 | 232 | $1.8B | 194,377,061 | 24 | 66 | 103 | 0.1% |
| Q2 2025 | 235 | $1.7B | 196,146,471 | 28 | 92 | 85 | 0.0% |
| Q1 2025 | 237 | $1.9B | 204,697,500 | 32 | 74 | 94 | 0.0% |
| Q4 2024 | 243 | $2.4B | 206,114,098 | 28 | 87 | 81 | 0.0% |
| Q3 2024 | 233 | $2.1B | 204,043,299 | 24 | 75 | 81 | 0.0% |
| Q2 2024 | 241 | $2.1B | 203,378,027 | 33 | 90 | 77 | 0.0% |
| Q1 2024 | 239 | $2.3B | 205,353,539 | 29 | 76 | 87 | 0.0% |
| Q4 2023 | 232 | $2.2B | 208,442,076 | 25 | 82 | 83 | 0.0% |
| Q3 2023 | 230 | $2.0B | 210,625,272 | 27 | 78 | 82 | 0.0% |
| Q2 2023 | 228 | $2.2B | 214,183,458 | 31 | 74 | 92 | 0.1% |
| Q1 2023 | 217 | $2.2B | 227,850,846 | 19 | 73 | 83 | 0.0% |
| Q4 2022 | 237 | $2.2B | 229,925,630 | 26 | 75 | 92 | 0.0% |
| Q3 2022 | 225 | $5.8B | 618,158,382 | 49 | 76 | 71 | 0.0% |
| Q2 2022 | 199 | $8.4B | 851,265,762 | 23 | 57 | 91 | 0.0% |
| Q1 2022 | 208 | $3.7B | 316,868,121 | 31 | 93 | 67 | 0.0% |
| Q4 2021 | 206 | $3.4B | 290,721,998 | 27 | 79 | 74 | 0.0% |
| Q3 2021 | 202 | $3.4B | 288,025,054 | 41 | 70 | 66 | 0.0% |
| Q2 2021 | 181 | $3.6B | 289,022,396 | 16 | 68 | 71 | 0.0% |
| Q1 2021 | 189 | $3.7B | 298,234,176 | 29 | 72 | 65 | 0.0% |
| Q4 2020 | 178 | $3.5B | 307,698,359 | 34 | 61 | 60 | 0.3% |
| Q3 2020 | 179 | $2.4B | 301,814,830 | 20 | 68 | 74 | 0.0% |
| Q2 2020 | 207 | $2.8B | 343,413,046 | 38 | 73 | 76 | 0.0% |
| Q1 2020 | 199 | $4.8B | 545,740,672 | 43 | 70 | 68 | 0.0% |
| Q4 2019 | 199 | $7.9B | 564,938,907 | 24 | 68 | 83 | 0.0% |
| Q3 2019 | 206 | $11.5B | 839,559,801 | 27 | 83 | 68 | 0.0% |
| Q2 2019 | 203 | $9.4B | 683,301,677 | 29 | 78 | 67 | 0.0% |
| Q1 2019 | 208 | $10.2B | 711,296,093 | 40 | 68 | 72 | 0.0% |
| Q4 2018 | 199 | $12.7B | 975,237,116 | 4 | 3 | 5 | 0.0% |