Titelia

Fund shareholders of Sunstone Hotel Investors Inc

ISIN US8678921011 · United States · LEI 529900ZQ2V52V96ATF67

Fund shareholders
279
Of which ETFs
70 209 other funds
Value held
928.7M $
Share of capital
43.6 % of 185.9M shares on Jul 30, 2026
FundSharesValueWeight in fundShare of capital
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 99,0481.1M $0.05 %0.05 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 98,6961.1M $0.14 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 92,5351.1M $0.06 %0.05 %as of Jun 30, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 89,1001M $0.80 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 88,2671M $0.00 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 87,4621M $0.07 %0.05 %as of Jul 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 87,2791M $0.12 %0.05 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 79,358908.6K $0.36 %0.04 %as of Jun 30, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 78,305921.6K $1.22 %0.04 %as of Jul 31, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 77,567888.1K $0.45 %0.04 %as of Jun 30, 2026 ↗
Small Cap Index Fund VALIC Co I 71,769776.5K $0.06 %0.04 %as of May 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 71,110837K $0.00 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 69,573818.9K $0.03 %0.04 %as of Jul 31, 2026 ↗
Global Real Estate Index Fund Northern Funds 67,607774.1K $0.09 %0.04 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 67,037725.3K $0.07 %0.04 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 65,088745.3K $0.06 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 64,719741K $0.02 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 62,808719.2K $0.12 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 62,779718.8K $0.12 %0.03 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 61,228701.1K $0.03 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 61,114699.8K $0.03 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 60,311690.6K $0.06 %0.03 %as of Jun 30, 2026 ↗
PIMCO RealEstateRealReturn Strategy Fund PIMCO FUNDS 59,748684.1K $0.12 %0.03 %as of Jun 30, 2026 ↗
Franklin Global Real Estate VIP Fund Franklin Templeton Variable Insurance Products Trust 59,082676.5K $0.63 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 57,339656.5K $0.06 %0.03 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 55,304650.9K $0.02 %0.03 %as of Jul 31, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 54,962629.3K $1.77 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 54,945629.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 53,603613.8K $0.07 %0.03 %as of Jun 30, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 50,671580.2K $0.12 %0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 49,567583.4K $0.06 %0.03 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 46,715534.9K $0.02 %0.03 %as of Jun 30, 2026 ↗
JPMorgan BetaBuilders U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 45,802539.1K $0.08 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 45,488520.8K $0.22 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 43,680514.1K $0.16 %0.02 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 42,362485K $0.00 %0.02 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 41,747491.4K $0.25 %0.02 %as of Jul 31, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 41,710477.6K $0.22 %0.02 %as of Jun 30, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 41,233472.1K $0.05 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 40,219460.5K $0.07 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 39,986432.6K $0.00 %0.02 %as of May 31, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 36,340416.1K $0.06 %0.02 %as of Jun 30, 2026 ↗
WisdomTree U.S. SmallCap Fund WisdomTree Trust 35,153402.5K $0.06 %0.02 %as of Jun 30, 2026 ↗
Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III 34,838410K $0.32 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 34,807409.7K $0.03 %0.02 %as of Jul 31, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 32,533372.5K $0.02 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 30,838333.7K $0.03 %0.02 %as of May 31, 2026 ↗
Invesco S&P SmallCap 600 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 29,240316.4K $0.13 %0.02 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 28,483335.2K $0.08 %0.02 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 28,298324K $0.06 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 27,550315.4K $0.06 %0.01 %as of Jun 30, 2026 ↗
iShares Developed Real Estate Index Fund BlackRock Funds 27,520323.9K $0.10 %0.01 %as of Jul 31, 2026 ↗
Fidelity SAI Real Estate Index Fund Fidelity Salem Street Trust 26,598313.1K $0.15 %0.01 %as of Jul 31, 2026 ↗
PIMCO Inflation Response Multi-Asset Fund PIMCO FUNDS 26,498303.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 26,363301.9K $0.08 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Balanced Fund Federated Hermes MDT Series 26,000306K $0.09 %0.01 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Growth ETF iShares Trust 25,188296.5K $0.03 %0.01 %as of Jul 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 24,845284.5K $0.07 %0.01 %as of Jun 30, 2026 ↗
First Trust S&P REIT Index Fund First Trust Exchange-Traded Fund 24,634282.1K $0.16 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed Real Assets Fund RUSSELL INVESTMENT CO 24,220285.1K $0.02 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 23,915273.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 22,600258.8K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 22,097253K $0.06 %0.01 %as of Jun 30, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 21,337244.3K $0.11 %0.01 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 21,248250.1K $0.04 %0.01 %as of Jul 31, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 21,209249.6K $0.03 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 20,766244.4K $0.07 %0.01 %as of Jul 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 20,333232.8K $0.26 %0.01 %as of Jun 30, 2026 ↗
SA Real Estate Securities Fund SA FUNDS INVESTMENT TRUST 19,666225.2K $0.18 %0.01 %as of Jun 30, 2026 ↗
Columbia Adaptive Risk Allocation Fund COLUMBIA FUNDS SERIES TRUST I 19,600212.1K $0.01 %0.01 %as of May 31, 2026 ↗
THRIVENT REAL ESTATE SECURITIES PORTFOLIO Thrivent Series Fund, Inc. 18,819215.5K $0.15 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 18,142207.7K $0.13 %0.01 %as of Jun 30, 2026 ↗
Columbia Real Estate Equity Fund COLUMBIA FUNDS SERIES TRUST I 17,690202.6K $0.15 %0.01 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 17,448199.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 17,134185.4K $0.07 %0.01 %as of May 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 17,129196.1K $0.04 %0.01 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 16,800192.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 16,645195.9K $1.05 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 16,580189.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 16,394187.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Wilmington Real Asset Fund Wilmington Funds 16,333192.2K $0.04 %0.01 %as of Jul 31, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 16,288176.2K $0.01 %0.01 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 16,011183.3K $0.06 %0.01 %as of Jun 30, 2026 ↗
AdvisorShares Hotel ETF AdvisorShares Trust 16,005183.3K $6.15 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 15,917187.3K $0.07 %0.01 %as of Jul 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 15,616178.8K $0.03 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 14,886161.1K $0.00 %0.01 %as of May 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 14,603167.2K $0.06 %0.01 %as of Jun 30, 2026 ↗
Schwab Fundamental Global Real Estate Index Fund SCHWAB CAPITAL TRUST 13,733148.6K $0.20 %0.01 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 13,258143.5K $0.06 %0.01 %as of May 31, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 12,574144K $0.06 %0.01 %as of Jun 30, 2026 ↗
VY Columbia Real Estate Portfolio Voya Investors Trust 12,141139K $0.15 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 12,137139K $0.06 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 11,856135.8K $0.03 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,855128.3K $0.01 %0.01 %as of May 31, 2026 ↗
Invesco S&P SmallCap Financials ETF Invesco Exchange-Traded Fund Trust II 11,425123.6K $0.50 %0.01 %as of May 31, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 11,323129.6K $0.09 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 11,300122.3K $0.02 %0.01 %as of May 31, 2026 ↗
Hartford Multifactor Small Cap ETF Lattice Strategies Trust 11,258132.5K $0.22 %0.01 %as of Jul 31, 2026 ↗
NAA SMALL CAP VALUE SERIES New Age Alpha Variable Funds Trust 11,164127.8K $0.25 %0.01 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
AdvisorShares Hotel ETF AdvisorShares Trust 6.15 %as of Jun 30, 2026 ↗
Nuveen Short-Term REIT ETF NuShares ETF Trust 1.77 %as of Jun 30, 2026 ↗
TRIBUTARY SMALL COMPANY FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 1.73 %as of Jun 30, 2026 ↗
PGIM US Real Estate Fund Prudential Investment Portfolios 12 1.39 %as of Jun 30, 2026 ↗
Dunham Real Estate Stock Fund Dunham Funds 1.22 %as of Jul 31, 2026 ↗
Virtus Real Asset Income ETF ETFis Series Trust I 1.05 %as of Jul 31, 2026 ↗
Franklin Small Cap Enhanced ETF Franklin Templeton ETF Trust 0.97 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Low Volatility ETF Invesco Exchange-Traded Fund Trust II 0.81 %as of May 31, 2026 ↗
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.80 %as of Jul 31, 2026 ↗
PGIM Select Real Estate Fund Prudential Investment Portfolios 9 0.77 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3279+2780,996,090+1.1 %
2026Q2252-280,095,648-0.2 %
2026Q1254-480,244,424-1.4 %
2025Q4258-581,403,364-6.1 %
2025Q3263-786,659,876-5.7 %
2025Q2270+791,908,195-1.0 %
2025Q1263-392,873,956+1.4 %
2024Q4266+191,607,448-3.0 %
2024Q3265+394,482,109-2.5 %
2024Q2262+996,904,164+8.4 %
2024Q1253-1189,434,032-14.4 %
2023Q4264104,428,965

Institutional managers

239 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.32,985,613297.2M $as of Mar 31, 2026
STATE STREET CORP10,806,76598.3M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/10,099,53891M $as of Mar 31, 2026
Blackstone Inc.8,645,00077.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC5,058,25745.6M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/4,733,47445.9M $as of Mar 31, 2026
Alyeska Investment Group, L.P.4,698,63542.3M $as of Mar 31, 2026
PRUDENTIAL FINANCIAL INC4,633,54941.7M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,278,64438.6M $as of Mar 31, 2026
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC3,961,70435.7M $as of Mar 31, 2026
WESTWOOD HOLDINGS GROUP INC3,671,75833.1M $as of Mar 31, 2026
JPMORGAN CHASE & CO3,588,10332.3M $as of Mar 31, 2026
Woodline Partners LP3,548,17532M $as of Mar 31, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.3,100,00027.9M $as of Mar 31, 2026
Balyasny Asset Management L.P.3,055,46627.5M $as of Mar 31, 2026
Legal & General Group Plc2,878,40025.9M $as of Mar 31, 2026
H/2 CREDIT MANAGER LP2,788,21025.1K $as of Mar 31, 2026
NORTHERN TRUST CORP2,638,86923.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,591,23923.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC2,462,54722.2M $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC2,385,06521.5M $as of Mar 31, 2026
SG Americas Securities, LLC2,244,42720.2K $as of Mar 31, 2026
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,855,70916.7M $as of Mar 31, 2026
Tributary Capital Management, LLC1,769,32515.9M $as of Mar 31, 2026
Bank of New York Mellon Corp1,421,72312.8M $as of Mar 31, 2026

Declared shareholders of Sunstone Hotel Investors Inc

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
BANK OF AMERICA CORP /DE/ 3.40 %6,241,268as of Jun 30, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of Sunstone Hotel Investors Inc". https://titelia.com/en/stocks/sunstone-hotel-investors-inc-US8678921011