ZWJ INVESTMENT COUNSEL INC SHO — SUNSTONE HOTEL INVS INC NEW

Ownership history in ZWJ INVESTMENT COUNSEL INC  ·  4 quarters on record

AI Ownership Summary

ZWJ INVESTMENT COUNSEL INC reported SUNSTONE HOTEL INVS INC NEW (SHO) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows SHO at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SHO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZWJ INVESTMENT COUNSEL INC's position in SUNSTONE HOTEL INVS INC NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SHO was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZWJ INVESTMENT COUNSEL INC held SHO — position size vs. price
% of Fund (quarterly)    SHO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,961 +8 +0.1% 0.00% $108K 2026-04-24 $9.49
2025 Q4 UNCHANGED — — — 11,953 — 0% 0.00% $107K 2026-01-23 $8.81
2025 Q3 UNCHANGED — — — 11,953 — 0% 0.00% $112K 2025-10-15 $9.02
2025 Q2 INITIATED — — — 11,953 — — 0.00% $104K 2025-07-21 $8.46

🏢 Other funds also holding SHO

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About ZWJ INVESTMENT COUNSEL INC and SHO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZWJ INVESTMENT COUNSEL INC reported owning SHO?

ZWJ INVESTMENT COUNSEL INC reported SHO across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SHO position in ZWJ INVESTMENT COUNSEL INC's portfolio?

The largest reported portfolio weight for SHO was 0.00% in 2025 Q3.

What is the latest reported SHO position on this page?

The most recent filing on this page is 2026 Q1, when ZWJ INVESTMENT COUNSEL INC reported 11,961 shares, equal to 0.00% of portfolio, with an estimated market value of $108K.

What does the chart on this SHO ownership page compare?

The chart compares ZWJ INVESTMENT COUNSEL INC's quarterly SHO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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