Cambridge Investment Research Advisors
SOHO

Cambridge Investment Research Advisors’s Sotherly Hotels SOHO Stock Holding History

Cambridge Investment Research Advisors’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,508
Closed -$16K – 3858
2025
Q2 		$16K Sell
16,508
-1,500
-8% -$1.19K ﹤0.01% 3587
2025
Q1 		$13K Sell
18,008
-5,500
-23% -$4.53K ﹤0.01% 3476
2024
Q4 		$22K Sell
23,508
-2,200
-9% -$2.45K ﹤0.01% 3417
2024
Q3 		$31K Hold
25,708
– – ﹤0.01% 3350
2024
Q2 		$30K Sell
25,708
-2,500
-9% -$3.29K ﹤0.01% 3249
2024
Q1 		$41K Hold
28,208
– – ﹤0.01% 3232
2023
Q4 		$42K Sell
28,208
-1,500
-5% -$2.33K ﹤0.01% 3110
2023
Q3 		$50K Sell
29,708
-1,500
-5% -$3K ﹤0.01% 3043
2023
Q2 		$59K Sell
31,208
-1,100
-3% -$2.08K ﹤0.01% 3071
2023
Q1 		$64K Sell
32,308
-500
-2% -$1.07K ﹤0.01% 3010
2022
Q4 		$59K Sell
32,808
-5,510
-14% -$11K ﹤0.01% 2963
2022
Q3 		$72K Sell
38,318
-3,000
-7% -$6.68K ﹤0.01% 2907
2022
Q2 		$72K Sell
41,318
-3,910
-9% -$7.24K ﹤0.01% 2904
2022
Q1 		$93K Buy
45,228
+2,500
+6% +$5.49K ﹤0.01% 3024
2021
Q4 		$89K Sell
42,728
-3,706
-8% -$8.75K ﹤0.01% 3045
2021
Q3 		$119K Buy
46,434
+8,600
+23% +$21.5K ﹤0.01% 2928
2021
Q2 		$114K Buy
37,834
+17,963
+90% +$59.9K ﹤0.01% 2953
2021
Q1 		$69K Buy
19,871
+150
+0.8% +$499 ﹤0.01% 2791
2020
Q4 		$49K Buy
19,721
+1,803
+10% +$3.89K ﹤0.01% 2652
2020
Q3 		$32K Sell
17,918
-1,254
-7% -$2.69K ﹤0.01% 2475
2020
Q2 		$48K Buy
19,172
+339
+2% +$788 ﹤0.01% 2383
2020
Q1 		$30K Buy
18,833
+7,425
+65% +$36.9K ﹤0.01% 2216
2019
Q4 		$77K Buy
11,408
+4
+0% +$26 ﹤0.01% 2333
2019
Q3 		$76K Buy
11,404
+4
+0% +$27 ﹤0.01% 2250
2019
Q2 		$79K Buy
+11,400
New +$80.4K ﹤0.01% 2120

Other funds holding SOHO

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambridge Investment Research Advisors's SOHO Position: Q3 2025 in Review

Cambridge Investment Research Advisors sold out of Sotherly Hotels (SOHO) in Q3 2025, closing a stake of 16,508 shares — an estimated $16K sold.

Cambridge Investment Research Advisors first reported a position in SOHO in Q2 2019 and held it in 25 quarters. The position peaked at $119K in Q3 2021. 25 funds tracked by Wall St. Rank hold SOHO as of Q3 2025.

  • Cambridge Investment Research Advisors reported no remaining Sotherly Hotels position as of Q3 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 16,508 Sotherly Hotels shares in Q3 2025, an estimated $16K.
  • Cambridge Investment Research Advisors first reported a position in Sotherly Hotels in Q2 2019 and held it in 25 quarters.
  • Cambridge Investment Research Advisors's Sotherly Hotels position peaked at $119K in Q3 2021.
  • 25 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.