Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SUNSTONE HOTEL INVS INC NEW (SHO)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SHO

Based on 244 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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
244 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 — +4% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

132 buying100 selling
Last quarter: 132 funds bought or added vs 100 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 27 → 39 → 33. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 18% medium ■ 11% new
173 out of 244 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.
📈

Growing discovery — still being found

36 → 29 → 27 → 39 → 33 new funds/Q
New funds entering each quarter: 29 → 27 → 39 → 33. A growing number of institutions are discovering SHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 77% of holders stayed 2+ years

■ 77% veterans ■ 10% 1-2yr ■ 14% new
Of 244 current holders: 187 (77%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
54 of 244 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — SHO

In 2026 Q1, 132 hedge funds were net buyers of SHO (33 opened a new position, 99 added to an existing one), while 100 reduced or exited (70 trimmed, 30 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in SHO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 244.

Hedge Fund Ownership: SHO

How many hedge funds hold SHO — quarterly history vs. share price
Quarterly hedge fund ownership of SHO vs. share price

Market Analysis: SHO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy SUNSTONE HOTEL INVS INC NEW (SHO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHO has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 51d ago
SHO
+20.9%
XLRE
+7.6%

SHO outperformed XLRE by +13.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 6d ago
SHO
+3.7%
XLRE
+1.6%

Since the filing became public, SHO outperformed XLRE by +2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SHO
244 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 244 241 1.24%
13F Shares 189M 189M 0.13%
Total Value $1.65B $1.69B -2.38%
New Positions 33 39 -6
Increased Positions 99 80 +19
Closed Positions 30 25 +5
Reduced Positions 70 94 -24
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SHO

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Institutional Holders (2026 Q1)

244 + 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:
Top 25 institutional holders of SHO — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tarsadia Capital, LLC 100.00% 598,885 $5.6M
2 H/2 CREDIT MANAGER LP 5.03% 2,788,210 $25K
3 Tributary Capital Management, LLC 1.55% 1,769,325 $15.9M
4 CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 0.53% 3,961,704 $35.7M
5 Blackstone Inc. 0.30% 8,645,000 $77.9M
6 WESTWOOD HOLDINGS GROUP INC 0.24% 3,671,758 $33.1M
7 Lighthouse Investment Partners, LLC 0.17% 556,906 $5.0M
8 WINTON GROUP Ltd 0.12% 391,146 $3.5M
9 CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.12% 1,319,926 $11.9M
10 Woodline Partners LP 0.12% 3,548,175 $32.0M
11 Alyeska Investment Group, L.P. 0.12% 4,698,635 $42.3M
12 MARTINGALE ASSET MANAGEMENT L P 0.10% 451,919 $4.1M
13 FOX RUN MANAGEMENT, L.L.C. 0.10% 62,636 $563K
14 Greenland Capital Management LP 0.09% 75,000 $676K
15 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% 1,855,709 $16.7M
16 Heritage Family Offices, LLP 0.05% 13,052 $118K
17 PRUDENTIAL FINANCIAL INC 0.05% 4,633,549 $41.7M
18 Virtus Investment Advisers, LLC 0.05% 20,669 $186K
19 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.04% 3,100,000 $27.9M
20 DAVIS SELECTED ADVISERS 0.04% 889,720 $8.0M
21 BALYASNY ASSET MANAGEMENT L.P. 0.04% 3,055,466 $27.5M
22 OVERSEA-CHINESE BANKING Corp Ltd 0.03% 131,424 $1.2M
23 HEITMAN REAL ESTATE SECURITIES LLC 0.03% 47,555 $428K
24 SummitTX Capital, L.P. 0.03% 101,118 $911K
25 Y-Intercept (Hong Kong) Ltd 0.03% 164,772 $1.5M
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 — 2 quarters in a row: For 2 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 — 57% buying: Last quarter: 132 funds bought or added vs 100 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?

Strong quality — 36% AUM from major funds: 54 of 244 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SHO?

71% of holders stayed for 2+ years: 173 out of 244 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.

Is it too late to buy SUNSTONE HOTEL INVS INC NEW (SHO) following the 2026 Q1 hedge fund 13F filings?

As of today, SHO has moved +3.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.6% for the XLRE sector ETF — an outperformance of +2.1%. Since the quarter end (March 31, 2026), SHO has gained +20.9% vs +7.6% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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