EVERGREEN CAPITAL MANAGEMENT LLC
Position in SHO — Sunstone Hotel Investors, Inc.
CIK 1260824
Bellevue, WA
Position in SHO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$369,216
+$78,680 QoQ
Shares Held
32,246
0.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 272 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SHO Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $1,582,307 across 6 REIT - Hotel & Motel names. SHO ranks #2 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RHP |
Ryman Hospitality Properties, Inc.
|
3,089 | $397,090 | |
| 2 | SHO |
Sunstone Hotel Investors, Inc.
This page
|
32,246 | $369,216 | |
| 3 | CLDT |
Chatham Lodging Trust
|
17,323 | $229,183 | |
| 4 | PK |
Park Hotels & Resorts Inc.
|
15,795 | $225,078 | |
| 5 | HST |
Host Hotels & Resorts, Inc.
|
9,282 | $220,075 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
11,631 | $141,665 |
All Filings in SHO
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,216 | 32,246 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $290,536 | 32,246 | Shares | Other | 2026-05-14 | |
| 2025-09-30 | $173,279 | 18,493 | Shares | Other | 2025-10-28 | |
| 2025-03-31 | $151,905 | 16,143 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $203,316 | 17,172 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $187,266 | 18,146 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $182,830 | 17,479 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $173,761 | 15,598 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $165,617 | 15,435 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $126,374 | 13,516 | Shares | Other | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||