As of the latest SEC filings, Sunstone Hotel Investors, Inc. (SHO) is held by 287 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $102,688,150.31 in market value, representing 0.11% of its portfolio.
Funds holding Sunstone Hotel Investors, Inc. (SHO)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SHO
- CIK:
- 0001295810
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.11% | $102,688,150.31 | 11,397,131 | Mar 31, 2026 | May 26, 2026 |
|
VGSLX
VANGUARD REAL ESTATE INDEX FUND
|
ETF | Vanguard | 0.09% | $65,780,143.98 | 6,698,589 | Apr 30, 2026 | Jun 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $55,064,002.32 | 6,111,432 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $40,934,799.63 | 4,543,263 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $39,432,553.32 | 4,376,532 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.04% | $25,119,276.33 | 2,787,933 | Mar 31, 2026 | May 28, 2026 |
|
MGLKX
MFS Global Real Estate Fund
|
MF | Independent / Boutique | 1.01% | $22,975,479.68 | 2,475,806 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $19,079,026.39 | 2,117,539 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.05% | $17,880,059.60 | 1,820,780 | Apr 30, 2026 | Jun 26, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.22% | $16,705,513.08 | 1,854,108 | Mar 31, 2026 | May 26, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.11% | $15,440,932.55 | 1,713,755 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.11% | $13,266,945.69 | 1,472,469 | Mar 31, 2026 | May 28, 2026 |
|
IGR
CBRE Global Real Estate Income Fund
|
CEF | Independent / Boutique | 1.97% | $12,687,882.00 | 1,408,200 | Mar 31, 2026 | May 21, 2026 |
|
SCHH
Schwab U.S. REIT ETF
|
ETF | Charles Schwab | 0.13% | $12,186,885.76 | 1,313,242 | Feb 28, 2026 | Apr 24, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.12% | $11,777,881.01 | 1,307,201 | Mar 31, 2026 | May 28, 2026 |
|
VRTPX
VANGUARD REAL ESTATE II INDEX FUND
|
MF | Vanguard | 0.11% | $11,678,719.78 | 1,189,279 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $10,748,114.56 | 1,158,202 | Feb 28, 2026 | Apr 24, 2026 |
|
FOSBX
TRIBUTARY SMALL COMPANY FUND
|
MF | Independent / Boutique | 1.67% | $9,511,352.44 | 1,055,644 | Mar 31, 2026 | May 27, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.22% | $8,896,996.58 | 987,458 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.09% | $8,709,521.28 | 938,526 | Feb 28, 2026 | Apr 24, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $8,547,279.04 | 921,043 | Feb 28, 2026 | Apr 24, 2026 |
|
DFREX
DFA REAL ESTATE SECURITIES PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.12% | $8,470,211.54 | 862,547 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.06% | $8,367,386.24 | 901,658 | Feb 28, 2026 | Apr 28, 2026 |
|
TCSEX
Nuveen Quant Small Cap Equity Fund
|
MF | TIAA / Nuveen | 0.18% | $6,959,600.94 | 708,717 | Apr 30, 2026 | Jun 24, 2026 |
|
DFGEX
DFA Global Real Estate Securities Portfolio
|
MF | Dimensional Fund Advisors | 0.09% | $6,813,282.94 | 693,817 | Apr 30, 2026 | Jun 24, 2026 |
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