Bank of America (NYSE: BAC) reports 3.4% stake in Sunstone Hotel Investors (SHO)

Rhea-AI Filing Summary

Bank of America Corporation filed an amended ownership report for Sunstone Hotel Investors, Inc., stating beneficial ownership of 6,241,268 shares of common stock. This represents 3.4% of the class, based on 25,573,685 shares outstanding as reported by Sunstone as of April 30, 2026.

Bank of America reports no sole voting or dispositive power over these shares. It has shared voting power over 6,239,519 shares and shared dispositive power over 6,241,268 shares, reflecting positions held through wholly owned subsidiaries including BofA Securities, Inc., Bank of America N.A., Merrill Lynch International, and Merrill Lynch Pierce Fenner & Smith, Inc. The filing notes that Bank of America’s holdings are 5 percent or less of Sunstone’s outstanding common stock.

Key Figures

Beneficially owned shares: 6,241,268 shares Ownership percentage: 3.4% Shared voting power: 6,239,519 shares +4 more

7 metrics

Beneficially owned shares 6,241,268 shares Shares of Sunstone Hotel Investors common stock beneficially owned by Bank of America

Ownership percentage 3.4% Percent of Sunstone Hotel Investors common stock class beneficially owned

Shared voting power 6,239,519 shares Shares over which Bank of America has shared power to vote or direct the vote

Shared dispositive power 6,241,268 shares Shares over which Bank of America has shared power to dispose or direct disposition

Sole voting power 0 shares Shares over which Bank of America has sole power to vote

Sole dispositive power 0 shares Shares over which Bank of America has sole power to dispose

Shares outstanding reference 25,573,685 shares Sunstone common shares outstanding as of April 30, 2026, used for ownership calculation

Key Terms

beneficial ownership, shared voting power, dispositive power, parent holding company, +1 more

5 terms

beneficial ownership financial

"The beneficial ownership calculation relies on the 25,573,685 outstanding shares"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

shared voting power financial

"Shared Voting Power 6,239,519.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

dispositive power financial

"Shared Dispositive Power 6,241,268.00"

Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.

parent holding company financial

"If a parent holding company has filed this schedule, pursuant to (ii)(G)"

broker dealer registered under section 15 of the Act regulatory

"a broker dealer registered under section 15 of the Act"

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/03/2026 - 04:15 PM Accepted by SEC EDGAR 08/03/2026 - 04:14 PM Learn about SEC filing dates

FAQ

What percentage of Sunstone Hotel Investors (SHO) does Bank of America currently own?

Bank of America reports beneficial ownership of 3.4% of Sunstone Hotel Investors’ common stock, representing 6,241,268 shares, using 25,573,685 shares outstanding as of April 30, 2026 as the reference base.

How many SHO shares does Bank of America report as beneficially owned?

Bank of America reports beneficial ownership of 6,241,268 Sunstone Hotel Investors common shares. This total is used to calculate a 3.4% ownership stake relative to 25,573,685 outstanding shares disclosed by Sunstone.

Does Bank of America have sole or shared voting power over its SHO shares?

Bank of America reports 0 shares with sole voting power and 6,239,519 shares with shared voting power. All reported voting authority in this filing is therefore shared rather than solely controlled by Bank of America.

What dispositive power does Bank of America report over Sunstone (SHO) shares?

Bank of America reports no sole dispositive power and shared dispositive power over 6,241,268 shares of Sunstone Hotel Investors common stock, meaning decisions to sell or otherwise dispose of these shares are held on a shared basis.

Which Bank of America subsidiaries are associated with the reported SHO holdings?

The holdings are reported on behalf of Bank of America Corporation and wholly owned subsidiaries BofA Securities, Inc., Bank of America N.A., Merrill Lynch International, and Merrill Lynch Pierce Fenner & Smith, Inc., reflecting their combined positions.

Is Bank of America still a 5% or greater shareholder of Sunstone (SHO)?

No. Bank of America’s filing characterizes its position as ownership of 5 percent or less of Sunstone Hotel Investors’ common stock, with a reported 3.4% beneficial ownership stake.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Sunstone Hotel Investors, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

867892101

(CUSIP Number)

06/30/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 867892101

1

Names of Reporting Persons

BANK OF AMERICA CORP /DE/

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 0.00
6	Shared Voting Power 6,239,519.00
7	Sole Dispositive Power 0.00
8	Shared Dispositive Power 6,241,268.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

6,241,268.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

HC

Comment for Type of Reporting Person: The beneficial ownership calculation relies on the 25,573,685 outstanding shares disclosed in the Form 10-Q by the issuer on May 7, 2026, which reports share totals as of April 30, 2026.

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Sunstone Hotel Investors, Inc.
(b)	Address of issuer's principal executive offices: 15 ENTERPRISE, 15 ENTERPRISE, ALISO VIEJO, CALIFORNIA, 92656.
Item 2.
(a)	Name of person filing: BANK OF AMERICA CORP /DE/
(b)	Address or principal business office or, if none, residence: 100 N TRYON ST CHARLOTTE, NC 28255
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 867892101
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 6,241,268.00
(b)	Percent of class: 3.4%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 0.00
	(ii) Shared power to vote or to direct the vote: 6,239,519.00
	(iii) Sole power to dispose or to direct the disposition of: 0.00
	(iv) Shared power to dispose or to direct the disposition of: 6,241,268.00
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. This statement on Schedule 13G is being filed by Bank of America Corporation on behalf of itself and its wholly owned subsidiaries BofA Securities, Inc., a broker dealer registered under section 15 of the Act (15 U.S.C. 78o); Bank of America N.A., a bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c); Merrill Lynch International, a non-U.S. institution in accordance with section 240.13d-1(b)(1)(ii)(J); and Merrill Lynch Pierce Fenner & Smith, Inc., a broker dealer registered under section 15 of the Act (15 U.S.C. 78o).
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BANK OF AMERICA CORP /DE/

Signature:	/s/ Monica Yako
Name/Title:	Authorized Signatory
Date:	08/03/2026