TWD
SOHO

True Wealth Design’s Sotherly Hotels SOHO Stock Holding History

True Wealth Design’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
-4,281
Closed -$3.47K – 2793
2025
Q3 		$3.47K Hold
4,281
– – ﹤0.01% 1235
2025
Q2 		$4.08K Hold
4,281
– – ﹤0.01% 887
2025
Q1 		$3K Hold
4,281
– – ﹤0.01% 859
2024
Q4 		$3.99K Sell
4,281
-1
-0% -$1 ﹤0.01% 577
2024
Q3 		$5.18K Hold
4,282
– – ﹤0.01% 546
2024
Q2 		$4.92K Hold
4,282
– – ﹤0.01% 284
2024
Q1 		$6.21K Hold
4,282
– – ﹤0.01% 267
2023
Q4 		$6.38K Hold
4,282
– – ﹤0.01% 252
2023
Q3 		$7.24K Hold
4,282
– – ﹤0.01% 215
2023
Q2 		$8.09K Hold
4,282
– – ﹤0.01% 223
2023
Q1 		$8.54K Hold
4,282
– – ﹤0.01% 249
2022
Q4 		$7.75K Buy
+4,282
New +$8.55K ﹤0.01% 231

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

True Wealth Design's SOHO Position: Q4 2025 in Review

True Wealth Design sold out of Sotherly Hotels (SOHO) in Q4 2025, closing a stake of 4,281 shares — an estimated $3.47K sold.

True Wealth Design first reported a position in SOHO in Q4 2022 and held it in 12 quarters. The position peaked at $8.54K in Q1 2023. 28 funds tracked by Wall St. Rank hold SOHO as of Q4 2025.

  • True Wealth Design reported no remaining Sotherly Hotels position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 4,281 Sotherly Hotels shares in Q4 2025, an estimated $3.47K.
  • True Wealth Design first reported a position in Sotherly Hotels in Q4 2022 and held it in 12 quarters.
  • True Wealth Design's Sotherly Hotels position peaked at $8.54K in Q1 2023.
  • 28 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.