Heritage Family Offices, LLP
Family OfficePosition in SHO — Sunstone Hotel Investors, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in SHO
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$117,598
-$74,370 QoQ
Shares Held
13,052
-39.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHO Over Time
Shares Held
Position Value (USD)
All Filings in SHO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,598 | 13,052 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $191,968 | 21,473 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $183,042 | 19,535 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $131,467 | 15,146 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $142,523 | 15,146 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $170,602 | 14,409 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $138,700 | 13,440 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $140,069 | 13,391 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||