Sunstone Hotel Investors Ownership | Who Owns Sunstone Hotel Investors?


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Sunstone Hotel Investors Ownership Summary


Sunstone Hotel Investors is owned by 101.87% institutional investors, 1.30% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 18.93% of SHO shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.17% of its assets in Sunstone Hotel Investors shares.

SHO Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockSunstone Hotel Investors101.87%1.30%-3.17%
SectorReal Estate Stocks 55.70%8.24%36.06%
IndustryHotel & Motel REIT Stocks 65.10%4.28%30.62%
IdeaTravel Stocks List48.88%13.50%37.62%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de38.14M18.93%$451.52M
Blackrock37.32M18.42%$390.38M
Vanguard group31.27M15.53%$370.29M
State street12.02M5.97%$143.37M
Blackstone8.64M4.29%$102.36M
Principal financial group8.36M4.15%$98.93M
Geode capital management5.17M2.57%$61.25M
Jpmorgan chase4.72M2.34%$55.91M
Cbre investment management listed real assets4.69M2.33%$55.49M
Charles schwab investment management4.16M2.06%$49.22M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Tarsadia capital850.00K100.00%$10.06M
H/2 credit manager lp2.79M8.43%$33.01M
Hazelview securities1.46M3.21%$17.61M
Grs advisors1.94M2.27%$22.98M
Altravue capital1.53M1.50%$18.06M
Makena capital management653.26K1.25%$7.73M
Tributary capital management1.33M1.22%$15.70M
Cbre investment management listed real assets4.69M0.98%$55.49M
Legato capital management307.87K0.48%$3.65M
Blackstone8.64M0.47%$102.36M

Top Buyers

HolderShares% AssetsChange
Principal financial group8.36M0.05%7.23M
Grs advisors1.94M2.27%1.94M
Woodline partners lp1.46M0.12%1.46M
Hazelview securities1.46M3.21%1.46M
Centersquare investment management1.32M0.17%1.32M

Top Sellers

HolderShares% AssetsChange
Rush island management, lp---9.66M
Heitman real estate securities35.51K0.03%-1.20M
Franklin resources409.28K0.00%-1.13M
Lasalle investment management securities---1.05M
Goldman sachs group1.20M0.00%-979.07K

New Positions

HolderShares% AssetsChangeValue
Grs advisors1.94M2.27%1.94M$22.98M
Woodline partners lp1.46M0.12%1.46M$17.31M
Hazelview securities1.46M3.21%1.46M$17.61M
Centersquare investment management1.32M0.17%1.32M$15.65M
Norges bank731.29K0.00%731.29K$8.66M

Sold Out

HolderChange
Dunhill financial-14.00
Mendota financial group-16.00
Abound wealth management-36.00
Quest partners-41.00
Horizon investments-53.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20242403.90%205,168,3493.39%1011.05%12415.89%85-2.30%
Sep 30, 2024230-4.56%198,437,892-0.69%981.01%109-14.17%852.41%
Jun 30, 2024238-0.83%199,796,0271.91%981.05%12611.50%82-14.58%
Mar 31, 20242401.69%196,056,993-3.09%961.00%113-5.83%9611.63%
Dec 31, 20232361.72%202,312,795-2.62%980.96%1205.26%86-1.15%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF12.42M6.17%7.90K
Vanguard Real Estate Index Investor7.29M3.63%1.17K
Vanguard US Total Market Shares ETF6.53M3.25%4.76K
Vanguard Total Stock Mkt Idx Inv6.45M3.21%23.16K
iShares Russell 2000 ETF5.35M2.66%-46.31K
Vanguard Small Cap Index5.03M2.50%-103.48K
Principal Real Estate Securities R53.63M1.81%-
Franklin US Small Cap Value Equity3.36M1.65%-762.68K
Vanguard Institutional Extnd Mkt Idx Tr3.12M1.55%68.96K
JHancock Small Cap Core NAV2.58M1.28%116.41K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 03, 2022Springer Robert C President and CIOSell$11.83
Dec 13, 2021PASQUALE DOUGLAS M Interim CEOBuy$19.41K
Dec 15, 2021PASQUALE DOUGLAS M Interim CEOBuy$95.67K
Jun 07, 2021Klein David M General CounselSell$332.15K
Mar 19, 2021Klein David M General CounselSell$9.44K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q3--
2024 Q2--
2024 Q1--
2023 Q2--

SHO Ownership FAQ


Who Owns Sunstone Hotel Investors?

Sunstone Hotel Investors shareholders are primarily institutional investors at 101.87%, followed by 1.30% insiders and -3.17% retail investors. The average institutional ownership in Sunstone Hotel Investors's industry, Hotel & Motel REIT Stocks , is 65.10%, which Sunstone Hotel Investors exceeds.

Who owns the most shares of Sunstone Hotel Investors?

Sunstone Hotel Investors’s largest shareholders are Blackrock funding, inc. /de (38.14M shares, 18.93%), Blackrock (37.32M shares, 18.42%), and Vanguard group (31.27M shares, 15.53%). Together, they hold 52.88% of Sunstone Hotel Investors’s total shares outstanding.

Does Blackrock own Sunstone Hotel Investors?

Yes, BlackRock owns 18.42% of Sunstone Hotel Investors, totaling 37.32M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 390.38M$. In the last quarter, BlackRock decreased its holdings by -502K shares, a -1.33% change.

Who is Sunstone Hotel Investors’s biggest shareholder by percentage of total assets invested?

Tarsadia capital is Sunstone Hotel Investors’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 850K Sunstone Hotel Investors shares, valued at 10.06M$.

Who is the top mutual fund holder of Sunstone Hotel Investors shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Sunstone Hotel Investors shares, with 6.17% of its total shares outstanding invested in 12.42M Sunstone Hotel Investors shares.

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