Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Host Hotels & Resorts Inc (HST)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — HST

Based on 686 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 HST 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
686 hedge funds hold HST 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
+88 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.
🟢

More buyers than sellers — 62% buying

410 buying250 selling
Last quarter: 410 funds were net buyers (118 opened a brand new position + 292 added to an existing one). Only 250 were sellers (176 trimmed + 74 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~118 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 110 → 84 → 118 → 118. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new
415 out of 686 hedge funds have held HST 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

77 → 110 → 84 → 118 → 118 new funds/Q
New funds entering each quarter: 110 → 84 → 118 → 118. A growing number of institutions are discovering HST each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 693 holders: 465 (67%) are 2+ year veterans, 63 entered 1–2 years ago, and 165 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
60 of 685 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HST. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — HST

In 2026 Q1, 410 hedge funds were net buyers of HST (118 opened a new position, 292 added to an existing one), while 250 reduced or exited (176 trimmed, 74 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 41% of total institutional value in HST is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +44 funds (more new holders than closures). Total institutional holders: 686.

Hedge Fund Ownership: HST

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

Market Analysis: HST

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HST

-- --

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

Is It Too Late to Buy Host Hotels & Resorts Inc (HST) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HST 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 · 79d ago
HST
+30.5%
XLRE
+7.4%

HST outperformed XLRE by +23.1% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
HST
+17.0%
XLRE
+1.5%

Since the filing became public, HST outperformed XLRE by +15.5% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

40 top-rated funds 0 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: HST
678 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 678 642 5.61%
13F Shares 662M 719M -7.9%
Total Value $10.88B $12.72B -14.47%
New Positions 116 118 -2
Increased Positions 288 253 +35
Closed Positions 80 75 +5
Reduced Positions 173 190 -17
Total Calls 4 5 -20.0%
Total Puts 4 4 -
PUT/CALL Ratio 1.0 0.8 Neutral

Statistics: HST

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

678 + investors

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

QUARTER:
Top 25 HST holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hazelview Securities Inc. 3.22% 902,810 $17.3M
2 GSI Capital Advisors LLC 2.84% 272,615 $5.2M
3 Vert Asset Management LLC 2.07% 340,989 $6.5M
4 Sophron Capital Management L.P. 2.02% 358,267 $6.9M
5 Lasalle Investment Management Securities LLC 1.54% 2,030,396 $38.9M
6 Centersquare Investment Management LLC 1.35% 6,819,551 $130.7M
7 Miller Howard Investments Inc /Ny 1.27% 2,417,960 $46.3M
8 Aurora Investment Counsel 1.24% 117,095 $2.2M
9 Globeflex Capital L P 1.18% 408,250 $7.8M
10 Lecap Asset Management Ltd 0.95% 131,215 $2.5M
11 Little House Capital LLC 0.94% 190,436 $3.6M
12 Resolution Capital Ltd 0.85% 2,097,777 $40.2M
13 Strategic Global Advisors, LLC 0.83% 271,032 $5.2M
14 Uniplan Investment Counsel, Inc. 0.81% 411,672 $7.9M
15 Ibex Wealth Advisors 0.73% 410,618 $7.9M
16 Bridgefront Capital, LLC 0.68% 143,651 $2.8M
17 Taproot Management LP 0.67% 186,352 $3.6M
18 Affinity Investment Advisors, LLC 0.66% 54,890 $1.1M
19 Arbejdsmarkedets Tillaegspension 0.64% 1,335,614 $25.6M
20 Machina Capital S.A.S. 0.60% 158,204 $3.0M
21 Invested Advisors 0.59% 30,438 $583K
22 Paloma Partners Management Co 0.58% 155,000 $3.0M
23 Meridian Financial Partners LLC 0.55% 75,985 $1.5M
24 Camelot Portfolios, LLC 0.54% 38,049 $729K
25 NewEdge Wealth, LLC 0.49% 2,163,958 $41.5M
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 — Host Hotels & Resorts Inc (HST)

What does the Smart Money Trend signal show for HST?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HST 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 HST?

More buyers than sellers — 62% buying: Last quarter: 410 funds were net buyers (118 opened a brand new position + 292 added to an existing one). Only 250 were sellers (176 trimmed + 74 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for HST holders?

Elite ownership — 41% AUM from top-100 funds: 60 of 685 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in HST. 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 HST?

60% of holders stayed for 2+ years: 415 out of 686 hedge funds have held HST 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 Host Hotels & Resorts Inc (HST) following the 2026 Q1 hedge fund 13F filings?

As of today, HST has moved +17.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of +15.5%. Since the quarter end (March 31, 2026), HST has gained +30.5% vs +7.4% for XLRE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to 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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