Sunstone Hotel Invs Inc New (SHO): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: 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 +16.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the XLRE sector ETF — an outperformance of +15.0%. Since the quarter end (March 31, 2026), SHO gained +31.6% vs +7.8% 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.

Sunstone Hotel Invs Inc New (SHO)

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

Smart Money Signals — SHO

Based on 245 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

245 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 — +5% more funds vs a year ago

fund count last 6Q

+11 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

133 buying100 selling

Last quarter: 133 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.

➡️

Steady new buyers — ~34 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 29 → 27 → 39 → 34. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 18% medium ■ 11% new

173 out of 245 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 → 34 new funds/Q

New funds entering each quarter: 29 → 27 → 39 → 34. A growing number of institutions are discovering SHO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 76% veterans vs 14% newcomers

■ 76% veterans ■ 10% 1-2yr ■ 14% new

Entry-cohort mix of 245 holders: 187 (76%) are 2+ year veterans, 24 entered 1–2 years ago, and 34 (14%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds

54 of 245 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

244

241

1.24%

13F Shares

189M

0.13%

Total Value

$1.65B

$1.69B

-2.38%

New Positions

-6

Increased Positions

+19

Closed Positions

Reduced Positions

-24

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

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:

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

Top 25 SHO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Tarsadia Capital, LLC	100.00%	598,885	$5.6M
2	Tributary Capital Management, LLC	1.55%	1,769,325	$15.9M
3	Cbre Investment Management Listed Real Assets LLC	0.53%	3,961,704	$35.7M
4	Blackstone Inc.	0.30%	8,645,000	$77.9M
5	Westwood Holdings Group Inc	0.24%	3,671,758	$33.1M
6	Lighthouse Investment Partners, LLC	0.17%	556,906	$5.0M
7	WINTON GROUP Ltd	0.12%	391,146	$3.5M
8	Centersquare Investment Management LLC	0.12%	1,319,926	$11.9M
9	Woodline Partners LP	0.12%	3,548,175	$32.0M
10	Alyeska Investment Group, L.P.	0.12%	4,698,635	$42.3M
11	Martingale Asset Management L P	0.10%	451,919	$4.1M
12	Fox Run Management, L.L.C.	0.10%	62,636	$563K
13	Greenland Capital Management LP	0.09%	75,000	$676K
14	William Blair Investment Management, LLC	0.06%	1,855,709	$16.7M
15	Heritage Family Offices, LLP	0.05%	13,052	$118K
16	Prudential Financial Inc	0.05%	4,633,549	$41.7M
17	Virtus Investment Advisers, LLC	0.05%	20,669	$186K
18	Adage Capital Partners GP, L.L.C.	0.04%	3,100,000	$27.9M
19	Davis Selected Advisers	0.04%	889,720	$8.0M
20	Balyasny Asset Management L.P.	0.04%	3,055,466	$27.5M
21	OVERSEA-CHINESE BANKING Corp Ltd	0.03%	131,424	$1.2M
22	Heitman Real Estate Securities LLC	0.03%	47,555	$428K
23	SummitTX Capital, L.P.	0.03%	101,118	$911K
24	Y-Intercept (Hong Kong) Ltd	0.03%	164,772	$1.5M
25	Jacobs Levy Equity Management, Inc	0.03%	729,544	$6.6M

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: 133 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 245 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 245 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 +16.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.8% for the XLRE sector ETF — an outperformance of +15.0%. Since the quarter end (March 31, 2026), SHO has gained +31.6% vs +7.8% 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.

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Sunstone Hotel Invs Inc New (SHO)

Smart Money Signals — SHO

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +5% more funds vs a year ago

Slight buying edge — 57% buying

Steady new buyers — ~34 new funds per quarter

71% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 76% veterans vs 14% newcomers

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — SHO

Hedge Fund Ownership: SHO

Market Analysis: SHO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: SHO

Is It Too Late to Buy Sunstone Hotel Invs Inc New (SHO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: SHO

Statistics: SHO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

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

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