Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
235 institutional managers reported holding SHO for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 61%. 27 opened new positions; 31 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 32.99M | 17.48% | $297.5M | added +0.6% | ≤2013 |
| Vanguard Group | 29.62M | 15.70% | $267.2M | added +1.1% | ≤2013 |
| State Street | 10.81M | 5.73% | $97.5M | trimmed -1.3% | ≤2013 |
| Bank OF America CORP /DE/ | 10.10M | 5.35% | $91.1M | added +21.1% | ≤2013 |
| Blackstone | 8.64M | 4.58% | $78.0M | unchanged | 2022 Q2 |
| Geode Capital | 5.06M | 2.68% | $45.6M | added +3.7% | ≤2013 |
| MFS Investment Management | 4.73M | 2.51% | $42.7M | trimmed -7% | 2025 Q1 |
| Alyeska Investment Group | 4.70M | 2.49% | $42.4M | trimmed -12.5% | 2024 Q4 |
| Prudential Financial INC | 4.63M | 2.46% | $41.8M | added +5.3% | ≤2013 |
| Charles Schwab Investment Management | 4.28M | 2.27% | $38.6M | added +1.9% | ≤2013 |
| Cbre Investment Management Listed Real Assets LLC | 3.96M | 2.10% | $35.7M | trimmed -9.6% | 2021 Q2 |
| Westwood Holdings Group INC | 3.67M | 1.95% | $33.1M | trimmed -3% | 2021 Q3 |
| Woodline Partners LP | 3.55M | 1.88% | $32.0M | trimmed -14.2% | 2025 Q3 |
| Adage Capital Partners GP, L.l.c. | 3.10M | 1.64% | $28.0M | added +63.2% | 2024 Q2 |
| Balyasny Asset Management | 3.06M | 1.62% | $27.6M | trimmed -16.4% | 2025 Q2 |
| Legal & General Group PLC | 2.88M | 1.53% | $26.0M | trimmed -15.6% | ≤2013 |
| H/2 Credit Manager LP (focused) | 2.79M | 1.48% | $25.1M | unchanged | 2021 Q3 |
| Northern Trust | 2.64M | 1.40% | $23.8M | added +4.4% | ≤2013 |
| Dimensional Fund Advisors | 2.59M | 1.37% | $23.4M | added +2.1% | ≤2013 |
| Citadel Advisors | 2.46M | 1.30% | $22.2M | trimmed -18.2% | 2017 Q4 |
| Millennium Management | 2.39M | 1.26% | $21.5M | trimmed -3.7% | ≤2013 |
| SG Americas Securities, LLC | 2.24M | 1.19% | $20.2M | added +1899.5% | ≤2013 |
| UBS | 1.99M | 1.05% | $17.9M | added +273.5% | ≤2013 |
| William Blair Investment Management, LLC | 1.86M | 0.98% | $16.7M | added +3.2% | 2020 Q2 |
| Tributary Capital Management, LLC | 1.77M | 0.94% | $16.0M | added +15.1% | 2021 Q3 |
| BNY Mellon | 1.42M | 0.75% | $12.8M | trimmed -2.6% | ≤2013 |
| Morgan Stanley | 1.40M | 0.74% | $12.6M | trimmed -23.6% | ≤2013 |
| Centersquare Investment Management LLC | 1.32M | 0.70% | $11.9M | trimmed -13% | 2024 Q4 |
| Fisher Investments | 1.20M | 0.63% | $10.8M | trimmed -3% | 2022 Q4 |
| Goldman Sachs | 1.17M | 0.62% | $10.5M | trimmed -8.5% | ≤2013 |
| Nuveen | 1.15M | 0.61% | $10.4M | added +31.6% | ≤2013 |
| Public Sector Pension Investment Board | 972.1k | 0.52% | $8.8M | added +2.3% | 2022 Q3 |
| Invesco | 926.9k | 0.49% | $8.4M | added +14.4% | ≤2013 |
| Principal Financial Group INC | 923.1k | 0.49% | $8.3M | added +2% | ≤2013 |
| Davis Selected Advisers | 889.7k | 0.47% | $8.0M | trimmed -30.5% | 2019 Q4 |
| Ameriprise Financial INC | 821.5k | 0.43% | $7.4M | trimmed -2% | ≤2013 |
| Healthcare OF Ontario Pension Plan Trust Fund | 767.2k | 0.41% | $6.9M | trimmed -4% | 2024 Q2 |
| Arrowstreet Capital | 759.0k | 0.40% | $6.8M | added +354.5% | 2023 Q4 |
| Jacobs Levy Equity Management, INC | 729.5k | 0.39% | $6.6M | added +9.9% | 2021 Q4 |
| Rhumbline Advisers | 576.0k | 0.30% | $5.2M | added +2.4% | ≤2013 |
| Lighthouse Investment Partners, LLC | 556.9k | 0.29% | $5.0M | added +106.3% | 2025 Q1 |
| Hsbc Holdings PLC | 547.3k | 0.29% | $4.9M | trimmed -8.5% | ≤2013 |
| Public Employees Retirement System OF Ohio | 494.1k | 0.26% | $4.5M | trimmed -9% | ≤2013 |
| Panagora Asset Management INC | 481.7k | 0.26% | $4.3M | opened | 2023 Q2 |
| Canada Life Assurance CO | 470.8k | 0.25% | $4.2M | unchanged | 2013 Q4 |
| Jane Street | 465.6k | 0.25% | $4.2M | trimmed -29% | 2017 Q3 |
| Daiwa Securities Group INC. | 462.3k | 0.24% | $4.2M | added +5.2% | ≤2013 |
| Martingale Asset Management L P | 451.9k | 0.24% | $4.1M | added +140.2% | 2023 Q1 |
| Envestnet Asset Management INC | 447.7k | 0.24% | $4.0M | added +22% | ≤2013 |
| Winton Group | 391.1k | 0.21% | $3.5M | opened | 2026 Q1 |
Largest 50 of 235 shown; the full ranked, searchable register is at boothcheck.com/holders/SHO. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.