Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in SHO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 33.0M | $297.2M | +0.6% | 17.706% | 0.01% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 19.4M | $174.9M | — | 10.420% | 0.01% |
| 3 | STATE STREET CORP | 10.8M | $98.3M | -1.3% | 5.801% | 0.00% |
| 4 | BANK OF AMERICA CORP /DE/ | 10.1M | $91.0M | +21.1% | 5.421% | 0.01% |
| 5 | Blackstone Inc | 8.6M | $77.9M | 0.0% | 4.641% | 0.32% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 8.6M | $77.1M | — | 4.595% | 0.00% |
| 7 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.7M | $45.9M | -7.0% | 2.541% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 5.1M | $45.6M | +3.7% | 2.715% | 0.00% |
| 9 | Alyeska Investment Group, L.P. | 4.7M | $42.3M | -12.5% | 2.522% | 0.12% |
| 10 | PRUDENTIAL FINANCIAL INC | 4.6M | $41.7M | +5.3% | 2.487% | 0.05% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.3M | $38.6M | +1.9% | 2.297% | 0.01% |
| 12 | CBRE CLARION SECURITIES LLC | 4.0M | $35.7M | -9.6% | 2.127% | 0.53% |
| 13 | WESTWOOD HOLDINGS GROUP INC | 3.7M | $33.1M | -3.0% | 1.971% | 0.24% |
| 14 | Woodline Partners LP | 3.5M | $32.0M | -14.2% | 1.905% | 0.12% |
| 15 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 3.1M | $27.9M | +63.2% | 1.664% | 0.04% |
| 16 | BALYASNY ASSET MANAGEMENT LLC | 3.1M | $27.5M | -16.4% | 1.640% | 0.09% |
| 17 | Legal & General Group Plc | 2.9M | $25.9M | -15.6% | 1.545% | 0.01% |
| 18 | NORTHERN TRUST CORP | 2.6M | $23.8M | +4.4% | 1.417% | 0.00% |
| 19 | DIMENSIONAL FUND ADVISORS LP | 2.6M | $23.3M | +2.1% | 1.391% | 0.00% |
| 20 | CITADEL ADVISORS LLC | 2.5M | $22.2M | -18.2% | 1.322% | 0.01% |
| 21 | MILLENNIUM MANAGEMENT LLC | 2.4M | $21.5M | -3.7% | 1.280% | 0.01% |
| 22 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.9M | $16.7M | +3.2% | 0.996% | 0.06% |
| 23 | Tributary Capital Management, LLC | 1.8M | $15.9M | +15.1% | 0.950% | 1.55% |
| 24 | Bank of New York Mellon Corp | 1.4M | $12.8M | -2.6% | 0.763% | 0.00% |
| 25 | MORGAN STANLEY | 1.4M | $12.6M | -23.6% | 0.752% | 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.
Filings activity in SHO during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 241 | +0.4% | 75.21% | +0.34 pp | $1.64B | +0.5% |
| Q4 2025 | 240 | +7.1% | 74.87% | 5.20 pp | $1.63B | 6.5% |
| Q3 2025 | 224 | 3.4% | 80.07% | +4.27 pp | $1.75B | +5.6% |
| Q2 2025 | 232 | 0.9% | 75.80% | 8.56 pp | $1.65B | 10% |
| Q1 2025 | 234 | 2.1% | 84.36% | 19.90 pp | $1.84B | 19% |
| Q4 2024 | 239 | +4.4% | 104.26% | +13.65 pp | $2.28B | +15% |
| Q3 2024 | 229 | 4.2% | 90.61% | 0.41 pp | $1.98B | 0.4% |
| Q2 2024 | 239 | — | 91.02% | — | $1.99B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying SHO stock.
Based on Q1 2026 13F filings, institutional ownership of Sunstone Hotel Investors, Inc. stands at 75.2%, held across 241 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of SHO, with approximately 32,985,613 shares worth $0.30B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of SHO, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for SHO is 61 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in SHO during Q1 2026, while 34 fully exited. 138 added to existing positions and 65 trimmed.
SHO institutional ownership rose by 0.34 percentage points quarter-over-quarter, with a net change of +1 holders.
The top 10 institutions account for 60.4% of all reported 13F value in SHO, and the top 25 account for 82.9%.
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