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Funds Holding Sunstone Hotel Investors Inc

Every registered fund lists what it holds each quarter. These are the ones reporting a position in Sunstone Hotel Investors Inc, ordered by how much of each fund the position represents rather than by its size.

Institutional holders of SHO →
Funds holding
76
as of 2026-07-31
Reported value
$242.6M
summed across funds
Fund families
39
named trusts
Largest conviction
1.22%
of a single fund

Largest share of a fund

A small position that is a large part of its fund says more than a large one that is a rounding error.

FundOf the fund
Dunham Real Estate Stock FundDunham Funds78.3K sh$921.6K1.22%
Virtus Real Asset Income ETFETFis Series Trust I16.6K sh$195.9K1.05%
PGIM Select Real Estate FundPrudential Investment Portfolios 9169.7K sh$2M0.77%
NYLIM CBRE Real Estate FundNYLIM FUNDS TRUST121.7K sh$1.4M0.65%
PGIM Global Real Estate FundPrudential Investment Portfolios 12474.3K sh$5.6M0.50%
Goldman Sachs Small Cap Equity Insights FundGoldman Sachs Trust395.3K sh$4.7M0.46%
Intech S&P Small-Mid Cap Diversified Alpha ETFTidal Trust III34.8K sh$410K0.32%
FlexShares Global Quality Real Estate Index FundFlexShares Trust108.9K sh$1.3M0.30%
Nuveen Quant Small/Mid Cap Equity FundTIAA-CREF Funds675.8K sh$8M0.30%
Nuveen Quant Small Cap Equity FundTIAA-CREF Funds978.5K sh$11.5M0.28%
JPMorgan Diversified Return U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust118.1K sh$1.4M0.24%
SMALL-CAP VALUE PROFUNDProFunds1.5K sh$18K0.23%
Hartford Multifactor Small Cap ETFLattice Strategies Trust11.3K sh$132.5K0.22%
Goldman Sachs Small Cap Value Insights FundGoldman Sachs Trust213.4K sh$2.5M0.19%
iShares Core U.S. REIT ETFiShares Trust670.4K sh$7.9M0.17%
Nuveen ESG Small-Cap ETFNuShares ETF Trust173.7K sh$2M0.16%
Goldman Sachs Small Cap Growth Insights FundGoldman Sachs Trust43.7K sh$514.1K0.16%
Dimensional US Real Estate ETFDimensional ETF Trust235.7K sh$2.8M0.16%
DFA REAL ESTATE SECURITIES PORTFOLIODFA INVESTMENT DIMENSIONS GROUP INC918.3K sh$10.8M0.15%
Fidelity MSCI Real Estate Index ETFFIDELITY COVINGTON TRUST187.4K sh$2.2M0.15%
Fidelity SAI Real Estate Index FundFidelity Salem Street Trust26.6K sh$313.1K0.15%
Fidelity Real Estate Index FundFidelity Salem Street Trust405.1K sh$4.8M0.15%
Fidelity Flex Small Cap Focused Index FundFidelity Salem Street Trust2.2K sh$26K0.14%
iShares FTSE NAREIT All Equity REIT Index FundBlackRock Funds225.1K sh$2.6M0.13%
VANGUARD REAL ESTATE II INDEX FUNDVANGUARD FIXED INCOME SECURITIES FUNDS1.2M sh$14.1M0.13%
BNY Mellon Smallcap Stock Index FundBNY MELLON INDEX FUNDS, INC.87.3K sh$1M0.12%
SmallCap S&P 600 Index FundPrincipal Funds, Inc137.3K sh$1.6M0.12%
Harbor AlphaEdge Small Cap Earners ETFHarbor ETF Trust1.2K sh$13.9K0.12%
iShares Global REIT ETFiShares Trust498.9K sh$5.9M0.11%
Innovator U.S. Small Cap Managed Floor ETFInnovator ETFs Trust8.8K sh$104K0.11%
Innovator U.S. Small Cap Managed 10 Buffer ETFInnovator ETFs Trust1K sh$12.2K0.11%
iShares Environmentally Aware Real Estate ETFiShares Trust1.3K sh$15.7K0.11%
VANGUARD REAL ESTATE INDEX FUNDVANGUARD SPECIALIZED FUNDS6.8M sh$80.5M0.11%
Invesco RAFI US 1500 Small-Mid ETFInvesco Exchange-Traded Fund Trust253.4K sh$3M0.11%
Dimensional Global Real Estate ETFDimensional ETF Trust346.9K sh$4.1M0.11%
iShares Developed Real Estate Index FundBlackRock Funds27.5K sh$323.9K0.10%
DFA Global Real Estate Securities PortfolioDFA INVESTMENT DIMENSIONS GROUP INC666.1K sh$7.8M0.10%
Schwab Fundamental U.S. Small Company Index FundSCHWAB CAPITAL TRUST204.1K sh$2.4M0.10%
Federated Hermes MDT Balanced FundFederated Hermes MDT Series26K sh$306K0.09%
Invesco BuyBack AchieversTM ETFInvesco Exchange-Traded Fund Trust176.4K sh$2.1M0.09%
Fidelity Flex Small Cap Index FundFidelity Salem Street Trust28.5K sh$335.2K0.08%
JPMorgan BetaBuilders U.S. Small Cap Equity ETFJ.P. Morgan Exchange-Traded Fund Trust45.8K sh$539.1K0.08%
Nuveen Small Cap Blend Index FundTIAA-CREF Funds242.1K sh$2.8M0.07%
Fidelity Small Cap Index FundFidelity Salem Street Trust2M sh$23.8M0.07%
SA Small Cap Index PortfolioSUNAMERICA SERIES TRUST20.8K sh$244.4K0.07%
Global X Russell 2000 ETFGLOBAL X FUNDS87.5K sh$1M0.07%
Schwab Small-Cap Index FundSCHWAB CAPITAL TRUST443.6K sh$5.2M0.07%
SA Goldman Sachs Multi-Asset Insights PortfolioSUNAMERICA SERIES TRUST3K sh$35.3K0.07%
U.S. Small Cap Equity FundRUSSELL INVESTMENT CO49.6K sh$583.4K0.06%
ULTRA SMALL CAP PROFUNDProFunds2.4K sh$27.7K0.05%
Wilmington Real Asset FundWilmington Funds16.3K sh$192.2K0.04%
iShares Morningstar Small-Cap Value ETFiShares Trust21.2K sh$250.1K0.04%
Fidelity ZERO Extended Market Index FundFidelity Concord Street Trust69.6K sh$818.9K0.03%
iShares Morningstar Small-Cap ETFiShares Trust7.5K sh$87.8K0.03%
Victory Extended Market Index FundVictory Portfolios III21.2K sh$249.6K0.03%
iShares Russell Small/Mid-Cap Index FundBlackRock Funds34.8K sh$409.7K0.03%
iShares Morningstar Small-Cap Growth ETFiShares Trust25.2K sh$296.5K0.03%
SMALL-CAP PROFUNDProFunds154 sh$1.8K0.02%
Tax-Managed Real Assets FundRUSSELL INVESTMENT CO24.2K sh$285.1K0.02%
iShares U.S. Small-Cap Equity Factor ETFiShares Trust55.3K sh$650.9K0.02%
SmallCap Growth Fund IPrincipal Funds, Inc9.9K sh$116.5K0.00%
SmallCap Value Fund IIPrincipal Funds, Inc4.5K sh$53.5K0.00%
VANGUARD EXPLORER FUNDVANGUARD EXPLORER FUND71.1K sh$837K0.00%
FlexShares Morningstar US Market Factor Tilt Index FundFlexShares Trust6.8K sh$80.1K0.00%
Knights of Columbus U.S. ALL CAP INDEX FUNDADVISORS' INNER CIRCLE III1.1K sh$12.5K0.00%
Nuveen Equity Index FundTIAA-CREF Funds162K sh$1.9M0.00%
E*TRADE No Fee Total Market Index FundE Trade Trust289 sh$3.4K0.00%
Schwab Total Stock Market Index FundSCHWAB CAPITAL TRUST115.4K sh$1.4M0.00%
Fidelity ZERO Total Market Index FundFidelity Concord Street Trust101.7K sh$1.2M0.00%
iShares Total U.S. Stock Market Index FundBlackRock Funds9.7K sh$113.7K0.00%
THRIVENT AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds6.3K sh$73.7K0.00%
THRIVENT GLOBAL STOCK FUNDThrivent Mutual Funds3.6K sh$42.5K0.00%
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUNDThrivent Mutual Funds8.3K sh$97.7K0.00%
VANGUARD TOTAL WORLD STOCK INDEX FUNDVANGUARD INTERNATIONAL EQUITY INDEX FUNDS128.3K sh$1.5M0.00%
THRIVENT MODERATE ALLOCATION FUNDThrivent Mutual Funds4K sh$47.3K0.00%
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUNDThrivent Mutual Funds587 sh$6.9K0.00%

Source: quarterly NPORT-P filings, via EDGAR. Positions arrive by CUSIP; each one here has been confirmed against OpenFIGI rather than matched by name. NPORT covers mutual funds, ETFs and closed-end funds alike and does not distinguish them, and positions are as of quarter end — a fund may have sold out entirely since. The summed value counts each filing once, so two share classes of the same fund appear twice.

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