Position in SHO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$656,279
+$20,011 QoQ
Shares Held
72,839
+2.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in SHO Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Mar 31, 2026LPL Financial LLC holds $18,479,773 across 12 REIT - Hotel & Motel names. SHO ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PK |
Park Hotels & Resorts Inc.
|
656,808 | $6,916,188 | |
| 2 | HST |
Host Hotels & Resorts, Inc.
|
227,035 | $4,349,990 | |
| 3 | SVC |
Service Properties Trust
|
344,680 | $2,335,207 | |
| 4 | APLE |
Apple Hospitality REIT, Inc.
|
120,754 | $1,389,878 | |
| 5 | XHR |
Xenia Hotels & Resorts, Inc.
|
83,648 | $1,240,499 | |
| 6 | RHP |
Ryman Hospitality Properties, Inc.
|
10,343 | $954,348 | |
| 7 | SHO |
Sunstone Hotel Investors, Inc.
This page
|
72,839 | $656,279 | |
| 8 | PEB |
Pebblebrook Hotel Trust
|
19,799 | $250,061 |
All Filings in SHO
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $656,279 | 72,839 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $636,268 | 71,171 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $470,149 | 50,176 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $401,884 | 46,300 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $375,628 | 39,918 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $335,415 | 28,329 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $244,635 | 23,705 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $280,631 | 26,829 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $229,094 | 20,565 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $217,786 | 20,297 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $158,005 | 16,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $158,671 | 15,679 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $152,685 | 15,454 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $163,244 | 16,899 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $133,924 | 14,217 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $147,946 | 14,914 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $160,643 | 13,637 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $369,365 | 31,489 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $297,186 | 24,890 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $226,888 | 18,268 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $218,012 | 17,497 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $194,524 | 17,169 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||