PI
SOHO

PFG Investments’s Sotherly Hotels SOHO Stock Holding History

PFG Investments’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
Q4 		– Sell
-10,120
Closed -$8.1K – 1216
2025
Q3 		$8.1K Buy
+10,120
New +$8.44K ﹤0.01% 1110

Other funds holding SOHO

GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $146M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $5.44B AUM 26.35% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $780M AUM 24.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $764M AUM 24.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $203M AUM 34.78% 1-Year Est. Return

PFG Investments's SOHO Position: Q4 2025 in Review

PFG Investments sold out of Sotherly Hotels (SOHO) in Q4 2025, closing a stake of 10,120 shares — an estimated $8.1K sold.

PFG Investments first reported a position in SOHO in Q3 2025 and held it in 1 quarter. The position peaked at $8.1K in Q3 2025. 28 funds tracked by Wall St. Rank hold SOHO as of Q4 2025.

  • PFG Investments reported no remaining Sotherly Hotels position as of Q4 2025 after selling out during the quarter.
  • PFG Investments sold 10,120 Sotherly Hotels shares in Q4 2025, an estimated $8.1K.
  • PFG Investments first reported a position in Sotherly Hotels in Q3 2025 and held it in 1 quarter.
  • PFG Investments's Sotherly Hotels position peaked at $8.1K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2025.

Based on PFG Investments's 13F filing for Q4 2025, filed 26 Jan 2026.