Position in SHO
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,699,231
+$1,112,560 QoQ
Shares Held
323,077
+12.5% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#59
of 274 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHO Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $79,342,413 across 11 REIT - Hotel & Motel names. SHO ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
984,876 | $23,351,409 | |
| 2 | APLE |
Apple Hospitality REIT, Inc.
|
819,749 | $13,779,980 | |
| 3 | RHP |
Ryman Hospitality Properties, Inc.
|
87,682 | $11,271,521 | |
| 4 | RLJ |
RLJ Lodging Trust
|
670,114 | $7,940,850 | |
| 5 | PEB |
Pebblebrook Hotel Trust
|
303,834 | $5,897,417 | |
| 6 | XHR |
Xenia Hotels & Resorts, Inc.
|
274,898 | $5,596,923 | |
| 7 | DRH |
DiamondRock Hospitality Co
|
446,590 | $5,439,466 | |
| 8 | SHO |
Sunstone Hotel Investors, Inc.
This page
|
323,077 | $3,699,231 |
All Filings in SHO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,699,231 | 323,077 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,586,671 | 287,089 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,759,079 | 196,765 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,503,176 | 267,148 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,980,958 | 228,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,675,847 | 390,632 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,324,187 | 449,678 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,735,369 | 168,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,423,592 | 231,701 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,629,585 | 236,049 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,526,314 | 235,444 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,044,518 | 325,617 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,217,362 | 219,107 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,340,224 | 439,294 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,175,019 | 328,677 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,972,556 | 315,558 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,734,293 | 174,828 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,134,508 | 96,308 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $514,078 | 43,826 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $485,074 | 40,626 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $325,826 | 26,234 | Shares | Sole | 2021-10-12 | |
| 2021-03-31 | $288,336 | 23,141 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $288,665 | 25,478 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $753,728 | 94,928 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,438,091 | 176,453 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $5,137,384 | 589,826 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||