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
Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust 10,984125.8K $0.18 %0.01 %as of Jun 30, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 10,297117.9K $0.08 %0.01 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 9,898116.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 9,663113.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 9,11798.6K $0.01 %0.00 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 9,102104.2K $0.06 %0.00 %as of Jun 30, 2026 ↗
Innovator U.S. Small Cap Managed Floor ETF Innovator ETFs Trust 8,836104K $0.11 %0.00 %as of Jul 31, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 8,770100.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
SPIRIT OF AMERICA REAL ESTATE INCOME & GROWTH FUND Spirit of America Investment Fund, Inc. 8,70099.6K $0.14 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 8,56492.7K $0.05 %0.00 %as of May 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 8,40096.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 8,30497.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
U.S. Diversified Real Estate ETF ETF Series Solutions 8,26989.5K $0.36 %0.00 %as of May 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 8,19493.8K $0.07 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 7,89090.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
AB Global Dynamic Allocation Portfolio Brighthouse Funds Trust I 7,50986K $0.01 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 7,46087.8K $0.03 %0.00 %as of Jul 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 7,22085K $0.05 %0.00 %as of Jul 31, 2026 ↗
Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund 6,87174.3K $0.03 %0.00 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 6,80280.1K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 6,77873.3K $0.02 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 6,69972.5K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 6,55275K $0.03 %0.00 %as of Jun 30, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 6,26473.7K $0.00 %0.00 %as of Jul 31, 2026 ↗
S&P SmallCap Index Fund SHELTON FUNDS 5,96164.5K $0.13 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5,61264.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 5,24760.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 4,90656.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 4,71554K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 4,61252.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 4,54553.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 4,37150K $0.01 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 4,18447.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 4,02247.3K $0.00 %0.00 %as of Jul 31, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 3,91444.8K $0.23 %0.00 %as of Jun 30, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 3,85044.1K $0.17 %0.00 %as of Jun 30, 2026 ↗
1290 VT Real Estate Portfolio EQ Advisors Trust 3,62341.5K $0.10 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 3,61242.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF PIMCO Equity Series 3,49140K $0.01 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,47739.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Nuveen Global Real Estate Securities Fund Nuveen Investment Trust V 3,17336.3K $0.13 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 3,03834.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 3,00135.3K $0.07 %0.00 %as of Jul 31, 2026 ↗
SIIT MULTI-ASSET REAL RETURN FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,96832.1K $0.00 %0.00 %as of May 31, 2026 ↗
GMO U.S. Small Cap Value Fund GMO TRUST 2,68629.1K $0.06 %0.00 %as of May 31, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 2,45328.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 2,35127.7K $0.05 %0.00 %as of Jul 31, 2026 ↗
JPMorgan Fundamental Data Science Small Core ETF J.P. Morgan Exchange-Traded Fund Trust 2,30826.4K $0.29 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 2,27124.6K $0.09 %0.00 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 2,21326K $0.14 %0.00 %as of Jul 31, 2026 ↗
Disciplined U.S. Small Cap Equity Portfolio GLENMEDE FUND INC 2,20125.9K $0.59 %0.00 %as of Jul 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,80019.5K $0.00 %as of May 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,69519.4K $0.02 %0.00 %as of Jun 30, 2026 ↗
SIMT Multi-Asset Inflation Managed Fund SEI INSTITUTIONAL MANAGED TRUST 1,66519.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 1,53318K $0.23 %0.00 %as of Jul 31, 2026 ↗
iShares Environmentally Aware Real Estate ETF iShares Trust 1,33015.7K $0.11 %0.00 %as of Jul 31, 2026 ↗
Lazard Real Assets Portfolio LAZARD FUNDS INC 1,31415K $0.24 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 1,18513.9K $0.12 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 1,14713.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 1,06612.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust 1,04012.2K $0.11 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 98311.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 7518.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Real Estate ETF Columbia ETF Trust I 5956.8K $0.20 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 5876.9K $0.00 %0.00 %as of Jul 31, 2026 ↗
Small Company Growth Portfolio Wilshire Mutual Funds Inc 5466.3K $0.02 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Growth ETF Fidelity Covington Trust 5356.1K $0.11 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALL CAP ProFunds 4905.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 4535.2K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust 4274.6K $0.06 %0.00 %as of May 31, 2026 ↗
Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds 4004.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 3333.8K $0.10 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 2893.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 2703.1K $0.04 %0.00 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 1722K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 1701.8K $0.01 %0.00 %as of May 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 1541.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 53573.5 $0.05 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 52595.4 $0.01 %0.00 %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