SHO Hedge Fund Ownership (Q2 2026)

Sunstone Hotel Invs Inc New (SHO)

266 + Investors. Track Smart Money conviction in SHO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — SHO

Based on 268 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added SHO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

268 hedge funds hold SHO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q

+35 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 52% buying

136 buying124 selling

Last quarter: 136 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter

Funds opening a new SHO position: 27 → 39 → 35 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 16% medium ■ 13% new

191 out of 268 hedge funds have held SHO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💰

Price up while funds trimmed (+36% value, -1% shares)

Value

+35%

-1%

Last quarter: total value of institutional SHO holdings rose +36% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

30 → 27 → 39 → 35 → 49 new funds/Q

New funds entering each quarter: 27 → 39 → 35 → 49. A growing number of institutions are discovering SHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 75% veterans vs 13% newcomers

■ 75% veterans ■ 12% 1-2yr ■ 13% new

Entry-cohort mix of 268 holders: 202 (75%) are 2+ year veterans, 31 entered 1–2 years ago, and 35 (13%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

56 of 268 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SHO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	266	248	7.26%
13F Shares	185M	190M	-2.58%
Total Value	$2.04B	$1.65B	23.38%
New Positions	48	35	+13
Increased Positions	86	100	-14
Closed Positions	30	29	+1
Reduced Positions	95	70	+25
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

266

248

7.26%

13F Shares

185M

190M

-2.58%

Total Value

$2.04B

$1.65B

23.38%

New Positions

+13

Increased Positions

100

-14

Closed Positions

Reduced Positions

+25

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

266 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHO. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 SHO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Longboard Asset Management, LP	2.07%	10,797	$124K
2	Sophron Capital Management L.P.	1.94%	545,872	$6.3M
3	Tributary Capital Management, LLC	1.62%	1,718,319	$19.7M
4	MQS Management LLC	0.47%	33,515	$384K
5	Cbre Investment Management Listed Real Assets LLC	0.42%	2,648,664	$30.3M
6	Carrera Capital Advisors	0.35%	201,948	$2.3M
7	Woodline Partners LP	0.16%	4,624,593	$53.0M
8	Martingale Asset Management L P	0.13%	482,308	$5.5M
9	Lighthouse Investment Partners, LLC	0.13%	417,870	$4.8M
10	Greenland Capital Management LP	0.11%	75,000	$859K
11	Fox Run Management, L.L.C.	0.10%	51,853	$594K
12	SummitTX Capital, L.P.	0.08%	276,639	$3.2M
13	Y-Intercept (Hong Kong) Ltd	0.07%	303,706	$3.5M
14	Prudential Financial Inc	0.06%	4,532,827	$51.9M
15	William Blair Investment Management, LLC	0.05%	1,464,572	$16.8M
16	Adage Capital Partners GP, L.L.C.	0.05%	3,100,000	$35.5M
17	Readystate Asset Management LP	0.05%	116,806	$1.3M
18	Panagora Asset Management Inc	0.04%	1,263,846	$14.5M
19	Virtus Investment Advisers, LLC	0.04%	16,463	$189K
20	FJ Capital Management LLC	0.04%	28,835	$330K
21	Davis Selected Advisers	0.04%	870,120	$10.0M
22	Hazelview Securities Inc.	0.04%	23,900	$272K
23	Engineers Gate Manager LP	0.04%	245,344	$2.8M
24	Qube Research & Technologies Ltd	0.03%	3,115,099	$35.7M
25	State of Wyoming	0.03%	27,669	$317K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Sunstone Hotel Invs Inc New (SHO)

What does the Smart Money Trend signal show for SHO?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added SHO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHO?

Slight buying edge — 52% buying: Last quarter: 136 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHO holders?

Elite ownership — 62% AUM from top-100 funds: 56 of 268 holders are among the 100 largest funds by AUM, controlling 62% of total institutional value in SHO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHO?

71% of holders stayed for 2+ years: 191 out of 268 hedge funds have held SHO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Sunstone Hotel Invs Inc New (SHO)

Smart Money Signals — SHO

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +15% more funds vs a year ago

Slight buying edge — 52% buying

More new buyers each quarter (+14 vs last Q)

71% of holders stayed for 2+ years

Price up while funds trimmed (+36% value, -1% shares)

Growing discovery — still being found

Veteran-anchored — 75% veterans vs 13% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — SHO

Hedge Fund Ownership: SHO

Market Analysis: SHO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHO

Hedge Fund Positioning: SHO

Statistics: SHO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Sunstone Hotel Invs Inc New (SHO)

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