Filing Research | SHO - SUNSTONE HOTEL INVS INC NEW CO Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Tributary Capital Management, LLC	Shares	1.7MSH	$19.7M
2	Y-Intercept (Hong Kong) Ltd	Shares	303.7KSH	$3.5M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	177.2KSH	$2.0M
4	Louisiana State Employees Retirement System	Shares	81.6KSH	$934.3K
5	Diversified Trust Co	Shares	79.9KSH	$914.6K
6	Police & Firemen's Retirement System of New Jersey	Shares	53.9KSH	$617.0K
7	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	39.7KSH	$455.1K
8	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	32.7KSH	$374.1K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	32.2KSH	$369.2K
10	IFM Investors Pty Ltd	Shares	29.3KSH	$335.2K
11	Trust Point Inc.	Shares	12.9KSH	$147.3K
12	Longboard Asset Management, LP	Shares	10.8KSH	$123.6K
13	SPIRIT OF AMERICA MANAGEMENT CORP/NY	Shares	8.7KSH	$99.6K
14	GAMMA Investing LLC	Shares	7.4KSH	$85.1K
15	1620 INVESTMENT ADVISORS, INC.	Shares	3.5KSH	$40.3K
16	Versant Capital Management, Inc	Shares	2.4KSH	$27.9K
17	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$14.8K
18	Mirae Asset Global Investments Co., Ltd.	Shares	740SH	$8.5K
19	MassMutual Private Wealth & Trust, FSB	Shares	536SH	$6.1K
20	Farther Finance Advisors, LLC	Shares	255SH	$2.9K
21	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	241.1KSH	$2.8K
22	State of Alaska, Department of Revenue	Shares	161.4KSH	$1.8K
23	True Wealth Design, LLC	Shares	95SH	$1.1K
24	AMALGAMATED BANK	Shares	49.9KSH	$572
25	GILPIN WEALTH MANAGEMENT, LLC	Shares	40SH	$458
26	JFS WEALTH ADVISORS, LLC	Shares	34SH	$393
27	Cedar Mountain Advisors, LLC	Shares	34SH	$389
28	SIGNATUREFD, LLC	Shares	16SH	$183
29	Davis Capital Management	Shares	11SH	$126
30	IFP Advisors, Inc	Shares	2SH	$23

Manager changes2026-06-30 vs 2026-03-31

34 / 34 loaded

#		Instrument
1	Tributary Capital Management, LLC trimmed	Shares	-51.0K	+$3.7M	$19.7M
2	Y-Intercept (Hong Kong) Ltd added	Shares	+138.9K	+$2.0M	$3.5M
3	Diversified Trust Co added	Shares	+39.8K	+$553.4K	$914.6K
4	Louisiana State Employees Retirement System trimmed	Shares	-2.6K	+$175.7K	$934.3K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+4.4K	+$171.5K	$617.0K
6	Longboard Asset Management, LP new	Shares	+10.8K	+$123.6K	$123.6K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-34.3K	+$123.3K	$2.0M
8	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$97.0K	$455.1K
9	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-86	+$78.9K	$374.1K
10	EVERGREEN CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$78.7K	$369.2K
11	IFM Investors Pty Ltd trimmed	Shares	-68	+$70.8K	$335.2K
12	Trust Point Inc. added	Shares	+832	+$38.9K	$147.3K
13	SPIRIT OF AMERICA MANAGEMENT CORP/NY unchanged	Shares	0	+$21.2K	$99.6K
14	GAMMA Investing LLC added	Shares	+171	+$19.7K	$85.1K
15	Versant Capital Management, Inc unchanged	Shares	0	+$5.9K	$27.9K
16	1620 INVESTMENT ADVISORS, INC. trimmed	Shares	-580	+$3.4K	$40.3K
17	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$1.3K	$6.1K
18	Farther Finance Advisors, LLC added	Shares	+56	+$1.1K	$2.9K
19	JFS WEALTH ADVISORS, LLC new	Shares	+34	+$393	$393
20	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-39.6K	+$231	$2.8K
21	Davis Capital Management new	Shares	+11	+$126	$126
22	State of Alaska, Department of Revenue trimmed	Shares	-31.6K	+$109	$1.8K
23	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$97	$458
24	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$83	$389
25	AMALGAMATED BANK trimmed	Shares	-4.5K	+$82	$572
26	SIGNATUREFD, LLC unchanged	Shares	0	+$39	$183
27	IFP Advisors, Inc unchanged	Shares	0	+$5	$23
28	True Wealth Design, LLC trimmed	Shares	-30	-$39	$1.1K
29	Blue Trust, Inc. exited	Shares	-201	-$1.8K	$0
30	EverSource Wealth Advisors, LLC trimmed	Shares	-961	-$5.5K	$14.8K
31	Sound Income Strategies, LLC exited	Shares	-708	-$6.4K	$0
32	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-3.0K	-$25.0K	$8.5K
33	Sequoia Financial Advisors, LLC exited	Shares	-10.1K	-$90.6K	$0
34	ZWJ INVESTMENT COUNSEL INC exited	Shares	-12.0K	-$107.8K	$0