EverSource Wealth Advisors, LLC

Position in SHO — Sunstone Hotel Investors, Inc.

CIK 1710537 BIRMINGHAM, AL

Position in SHO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$14,847

-$5,494 QoQ

Shares Held

1,297

-42.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#234

of 272 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $617,488 across 12 REIT - Hotel & Motel names. SHO ranks #9 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HST	Host Hotels & Resorts, Inc.	15,259	$361,787
2	PK	Park Hotels & Resorts Inc.	5,165	$73,599
3	CLDT	Chatham Lodging Trust	2,290	$30,294
4	DRH	DiamondRock Hospitality Co	2,285	$27,830
5	APLE	Apple Hospitality REIT, Inc.	1,631	$27,415
6	XHR	Xenia Hotels & Resorts, Inc.	1,124	$22,882
7	PEB	Pebblebrook Hotel Trust	1,174	$22,785
8	RLJ	RLJ Lodging Trust	1,473	$17,452

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,847	1,297	-42.6%	Shares	Sole	2026-07-24
2026-03-31	$20,341	2,258	+12.4%	Shares	Sole	2026-05-18
2025-12-31	$17,957	2,009	+2.2%	Shares	Sole	2026-02-06
2025-09-30	$18,411	1,965	-8.8%	Shares	Sole	2025-11-10
2025-06-30	$18,704	2,155	+151.2%	Shares	Sole	2025-08-13
2024-09-30	$8,854	858	-21.3%	Shares	Sole	2024-11-08
2024-06-30	$11,401	1,090	0.0%	Shares	Sole	2024-08-13
2024-03-31	$12,142	1,090	0.0%	Shares	Sole	2024-06-11
2023-12-31	$11,695	1,090	0.0%	Shares	Sole	2024-02-09
2023-09-30	$10,191	1,090	-22.0%	Shares	Sole	2023-11-03
2023-06-30	$14,147	1,398	+133.4%	Shares	Sole	2023-08-04
2023-03-31	$5,917	599	+40.3%	Shares	Sole	2023-05-11
2022-12-31	$4,124	427	-32.6%	Shares	Sole	2023-02-09
2022-09-30	$5,971	634	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.