Position in SOHON
as of Sep 30, 2025
· filed Oct 21, 2025
Position Value
$0
+$0 QoQ
Shares Held
4,281
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOHON Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026True Wealth Design, LLC holds $213,547 across 10 REIT - Hotel & Motel names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
5,182 | $122,865 | |
| 2 | PK |
Park Hotels & Resorts Inc.
|
3,160 | $45,030 | |
| 3 | PEB |
Pebblebrook Hotel Trust
|
1,094 | $21,234 | |
| 4 | RLJ |
RLJ Lodging Trust
|
734 | $8,697 | |
| 5 | DRH |
DiamondRock Hospitality Co
|
424 | $5,164 | |
| 6 | INN |
Summit Hotel Properties, Inc.
|
707 | $4,956 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
|
128 | $2,606 | |
| 8 | CLDT |
Chatham Lodging Trust
|
141 | $1,865 |
No Holdings History
No holdings records found for this institution in SOHON.