PA
SOHO

PSI Advisors’s Sotherly Hotels SOHO Stock Holding History

PSI 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
Q4 		– Sell
-97,023
Closed -$77.6K – 136
2025
Q3 		$77.6K Sell
97,023
-35,000
-27% -$29.2K 0.02% 136
2025
Q2 		$125K Buy
132,023
+39,004
+42% +$30.9K 0.06% 108
2025
Q1 		$68.8K Hold
93,019
– – 0.02% 199
2024
Q4 		$86.6K Sell
93,019
-1,000
-1% -$1.11K 0.03% 194
2024
Q3 		$114K Buy
94,019
+3,500
+4% +$4.3K 0.03% 174
2024
Q2 		$104K Sell
90,519
-27,000
-23% -$35.6K 0.03% 178
2024
Q1 		$170K Buy
117,519
+11,944
+11% +$16.8K 0.06% 140
2023
Q4 		$157K Buy
105,575
+18,000
+21% +$27.9K 0.06% 145
2023
Q3 		$148K Sell
87,575
-500
-0.6% -$1K 0.06% 146
2023
Q2 		$166K Buy
88,075
+2,000
+2% +$3.78K 0.07% 136
2023
Q1 		$172K Hold
86,075
– – 0.08% 127
2022
Q4 		$156K Buy
86,075
+4,000
+5% +$7.99K 0.08% 124
2022
Q3 		$154K Hold
82,075
– – 0.08% 129
2022
Q2 		$143K Buy
82,075
+6,905
+9% +$12.8K 0.07% 143
2022
Q1 		$155K Buy
75,170
+35,670
+90% +$78.4K 0.06% 155
2021
Q4 		$83K Buy
39,500
+6,878
+21% +$16.2K 0.03% 222
2021
Q3 		$84K Buy
+32,622
New +$81.5K 0.04% 219

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

PSI Advisors's SOHO Position: Q4 2025 in Review

PSI Advisors sold out of Sotherly Hotels (SOHO) in Q4 2025, closing a stake of 97,023 shares — an estimated $77.6K sold.

PSI Advisors first reported a position in SOHO in Q3 2021 and held it in 17 quarters. The position peaked at $172K in Q1 2023. 28 funds tracked by Wall St. Rank hold SOHO as of Q4 2025.

  • PSI Advisors reported no remaining Sotherly Hotels position as of Q4 2025 after selling out during the quarter.
  • PSI Advisors sold 97,023 Sotherly Hotels shares in Q4 2025, an estimated $77.6K.
  • PSI Advisors first reported a position in Sotherly Hotels in Q3 2021 and held it in 17 quarters.
  • PSI Advisors's Sotherly Hotels position peaked at $172K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2025.

Based on PSI Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.