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SHO · Sunstone Hotel Investors, Inc. · Held by Funds

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$12.79 +0.09 (+0.71%) At close · Nov 13 Play latest call Q3 2026 earnings call transcript
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$2.26B
Shares
176.58M
Volume · Nov 13 2.41M Avg daily vol (3M) 2.39M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Fund Ownership of SHO by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 37.16% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 6.60% 11,648,540
Index ETFs 30.57% 53,974,849
Active ETFs 0.99% 1,755,535
Active funds 7.62% 13,446,962
Unclassified 0.20% 354,035
All registered funds 45.97% 81,179,921
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Funds holding SHO

317 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 11,225,601 $128,533,131 0.12%
VANGUARD REAL ESTATE INDEX FUND 6,836,424 $80,464,710 0.11%
VANGUARD TOTAL STOCK MARKET INDEX FUND 5,897,996 $67,532,054 0.00%
iShares Russell 2000 ETF 4,690,195 $53,702,733 0.06%
VANGUARD SMALL-CAP INDEX FUND 4,281,034 $49,017,839 0.03%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,706,388 $30,988,143 0.05%
VANGUARD EXTENDED MARKET INDEX FUND 2,138,830 $24,489,604 0.03%
Fidelity Small Cap Index Fund 2,019,329 $23,767,502 0.07%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 1,713,380 $19,618,201 0.12%
iShares S&P Small-Cap 600 Value ETF 1,603,899 $18,364,644 0.23%
College Retirement Equities Fund - Total Global Stock Account 1,511,560 $17,307,362 0.01%
Schwab U.S. REIT ETF 1,467,066 $16,387,127 0.15%
CBRE Global Real Estate Income Fund 1,408,200 $16,123,890 2.33%
VANGUARD TAX-MANAGED SMALL-CAP FUND 1,307,201 $14,967,451 0.13%
VANGUARD REAL ESTATE II INDEX FUND 1,198,810 $14,109,994 0.13%
iShares Russell 2000 Growth ETF 1,054,319 $12,071,953 0.08%
VANGUARD RUSSELL 2000 INDEX FUND 1,047,124 $11,696,375 0.07%
TRIBUTARY SMALL COMPANY FUND 1,016,118 $11,634,551 1.73%
Nuveen Quant Small Cap Equity Fund 978,530 $11,517,298 0.28%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 966,614 $11,067,730 0.23%
DFA REAL ESTATE SECURITIES PORTFOLIO 918,344 $10,808,909 0.15%
Westwood SmallCap Fund 861,200 $10,627,208 0.97%
Fidelity Extended Market Index Fund 947,247 $10,580,749 0.03%
ICM Small Company Portfolio 791,878 $10,421,114 0.53%
Schwab U.S. Small-Cap ETF 886,945 $9,907,176 0.04%
Fidelity Enhanced Small Cap Core ETF 811,117 $9,287,290 0.16%
Schwab Fundamental U.S. Small Company ETF 782,131 $8,736,403 0.10%
Nuveen Quant Small/Mid Cap Equity Fund 675,800 $7,954,166 0.30%
iShares Core U.S. REIT ETF 670,388 $7,890,467 0.17%
William Blair Small Cap Value Fund 685,159 $7,845,071 0.74%
DFA Global Real Estate Securities Portfolio 666,127 $7,840,315 0.10%
iShares Russell 2000 Value ETF 676,006 $7,740,269 0.05%
VANGUARD S&P SMALL-CAP 600 INDEX FUND 669,584 $7,479,253 0.12%
VANGUARD STRATEGIC EQUITY FUND 557,206 $6,380,009 0.05%
BlackRock Advantage Small Cap Core Fund 540,194 $6,033,967 0.11%
iShares Global REIT ETF 498,889 $5,871,924 0.11%
PGIM Global Real Estate Fund 474,299 $5,582,499 0.50%
PGIM US Real Estate Fund 459,433 $5,260,508 1.39%
Schwab Small-Cap Index Fund 443,633 $5,221,560 0.07%
Fidelity Real Estate Index Fund 405,097 $4,767,992 0.15%
Goldman Sachs Small Cap Equity Insights Fund 395,303 $4,652,716 0.46%
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND 398,775 $4,454,317 0.23%
Dimensional Global Real Estate ETF 346,852 $4,082,448 0.11%
Fidelity Total Market Index Fund 360,684 $4,028,840 0.00%
SPDR(R) S & P 600 Small Cap ETF 397,859 $3,930,847 0.23%
Master Small Cap Index Series 341,517 $3,910,370 0.07%
State Street(R) SPDR(R) Dow Jones(R) REIT ETF 322,886 $3,697,045 0.20%
JNL Small Cap Index Fund 292,300 $3,346,835 0.12%
JPMorgan BetaBuilders MSCI US REIT ETF 293,149 $3,274,474 0.26%
iShares Core S&P Total U.S. Stock Market ETF 283,931 $3,251,010 0.00%
Showing 1–50 of 317 positions
Key facts CIK 1295810 CUSIP 867892101 13F (30d) 222 filings 207 filers Visit website Investor relations