| 4 | Blackstone Inc. | 8.6M | $98.2M | -0.8% | 4.606% | 0.25% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 8.4M | $95.7M | -2.4% | 4.487% | 0.00% |
| 6 | BANK OF AMERICA CORP /DE/ | 6.2M | $71.1M | -38.5% | 3.332% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.2M | $59.5M | +2.7% | 2.789% | 0.00% |
| 8 | Woodline Partners LP | 4.6M | $53.0M | +30.3% | 2.482% | 0.16% |
| 9 | PRUDENTIAL FINANCIAL INC | 4.5M | $51.9M | -2.2% | 2.433% | 0.06% |
| 10 | Nuveen, LLC | 4.3M | $48.9M | +271.4% | 2.293% | 0.01% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.2M | $48.3M | -1.5% | 2.262% | 0.01% |
| 12 | CITADEL ADVISORS LLC | 4.1M | $47.2M | +67.4% | 2.213% | 0.00% |
| 13 | JPMORGAN CHASE & CO | 3.8M | $44.4M | +5.8% | 2.038% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 3.7M | $42.7M | +219.4% | 2.002% | 0.00% |
| 15 | Qube Research & Technologies Ltd | 3.1M | $35.7M | +4471.7% | 1.672% | 0.03% |
| 16 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.1M | $35.5M | 0.0% | 1.664% | 0.05% |
| 17 | Legal & General Group Plc | 2.9M | $33.1M | +0.5% | 1.552% | 0.01% |
| 18 | NORTHERN TRUST CORP | 2.8M | $31.8M | +5.2% | 1.490% | 0.00% |
| 19 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.7M | $30.4M | +249.7% | 1.425% | 0.01% |
| 20 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2.6M | $30.3M | -33.1% | 1.422% | 0.42% |
| 21 | DIMENSIONAL FUND ADVISORS LP | 2.6M | $29.3M | -1.1% | 1.375% | 0.01% |
| 22 | MORGAN STANLEY | 2.4M | $27.3M | +70.3% | 1.281% | 0.00% |
| 23 | Tributary Capital Management, LLC | 1.7M | $19.7M | -2.9% | 0.922% | 1.62% |
| 24 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.5M | $16.8M | -21.1% | 0.786% | 0.05% |
| 25 | Bank of New York Mellon Corp | 1.4M | $16.3M | +0.1% | 0.764% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in SHO — a direct measure of their conviction.
| 100.13% |
| +1.29 pp |
| $1.84B |
| 19% |
| Q4 2024 | 239 | +4.4% | 98.84% | +0.70 pp | $2.28B | +15% |
| Q3 2024 | 229 | — | 98.14% | — | $1.98B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
SHO institutional ownership rose by 1.40 percentage points quarter-over-quarter, with a net change of +28 holders.
The top 10 institutions account for 57.4% of all reported 13F value in SHO, and the top 25 account for 80.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Sunstone Hotel Investors, Inc. (SHO) Institutional Ownership