What smart money is saying about Host Hotels & Resorts, Inc.
2 funds in our archive have pitched Host Hotels & Resorts, Inc. — most recently Baron Real Estate Income Fund in September 2026.
Host Hotels & Resorts, Inc., a distinguished member of the S&P 500 index, stands as the world's foremost lodging real estate investment trust (REIT) and a leading proprietor of luxury and upper-upscale hotel properties. The company boasts an extensive portfolio comprising roughly 46,100 rooms distributed among 74 locations across the United States and five international sites. Beyond these owned assets, it also holds non-controlling stakes in seven joint ventures—six domestically and one internationally. The firm's operational approach is characterized by a stringent capital allocation methodology and robust asset management tactics. It collaborates with a broad array of esteemed hospitality brands, including Marriott, Ritz-Carlton, Westin, Sheraton, W, St. Regis, The Luxury Collection, Hyatt, Fairmont, Hilton, Swissôtel, ibis, and Novotel, in addition to various independent hotel labels.
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Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Host Hotels & Resorts, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 2 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions
- September 2026
“Hotel REITs (2.8%) • We continue to believe hotel REITs are well positioned to benefit from cyclical and secular tailwinds, which should support strong fundamentals and share price performance. • The Fund maintains a position in Host Hotels & Resorts, Inc.”
Host Hotels & Resorts, Inc. - June 2026
“The Fund maintains a position in Host Hotels & Resorts, Inc. , the world’s largest lodging REIT according to the company’s website.”
Host Hotels & Resorts, Inc. - June 2026
“Hotel REITs (5.1%) We believe hotel REITs are well positioned to benefit from a favorable “trifecta” of cyclical, secular, and 2026-specific tailwinds, which should support strong fundamentals and share price performance. The Strategy maintains a position in Host Hotels & Resorts, Inc. , the world’s largest lodging REIT according to the company’s website.”
Host Hotels & Resorts, Inc.
Fund coverage · 2 theses
- Baron Real Estate Income FundSeptember 2026
Host Hotels & Resorts, Inc. owns premier lodging assets with strong growth potential, a solid balance sheet, and compelling valuation.
Read the full thesis - Baron Real Estate Income FundJune 2026
Host Hotels & Resorts, Inc. is favored for its premier hotel portfolio, strong balance sheet, and compelling valuation.
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