Position in SHO
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$914,568
+$553,448 QoQ
Shares Held
79,875
+99.3% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#3
of 16 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHO Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026Diversified Trust Co holds $8,469,912 across 5 REIT - Hotel & Motel names. SHO ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
150,406 | $3,566,126 | |
| 2 | RHP |
Ryman Hospitality Properties, Inc.
|
21,412 | $2,752,512 | |
| 3 | XHR |
Xenia Hotels & Resorts, Inc.
|
45,816 | $932,813 | |
| 4 | SHO |
Sunstone Hotel Investors, Inc.
This page
|
79,875 | $914,568 | |
| 5 | CLDT |
Chatham Lodging Trust
|
22,970 | $303,893 |
All Filings in SHO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,568 | 79,875 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $361,120 | 40,080 | Shares | Sole | 2026-04-16 | |
| 2024-12-31 | $481,852 | 40,697 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $369,456 | 35,800 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $382,532 | 36,571 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $384,920 | 34,553 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $356,772 | 33,250 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $290,233 | 31,041 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $312,869 | 30,916 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||