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SOHO

Sotherly Hotels

Delisted

SOHO was delisted on the 12th of February, 2026.

41 hedge funds and large institutions have $24.5M invested in Sotherly Hotels in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $24.3M → $24.5M (+$232K)

0.02% more ownership

Funds ownership: 26.2%26.22% (+0.02%)

7% less funds holding

Funds holding: 4441 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
26
T. Rowe Price Associates
Maryland
$99K
DDC
27
DF Dent & Co
Maryland
$79K
Ameriprise
28
Ameriprise
Minnesota
$73K
GBA
29
Garrison Bradford & Associates
New York
$68K
TDC
30
Thompson Davis & Co
Virginia
$52K -$11.2K -1,750 -19%
Creative Planning
31
Creative Planning
Kansas
$37K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$26K -$32 -5 -0.1%
Wells Fargo
33
Wells Fargo
California
$24K +$12.8K +2,000 +133%
Morgan Stanley
34
Morgan Stanley
New York
$12K +$51 +8 +0.5%
DOA
35
D'Orazio & Associates
Virginia
$11K
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K +$564 +88 +10%
AG
37
Advisor Group
Arizona
$4K +$3.85K +600 New
MRCM
38
M&R Capital Management
New Jersey
$3K +$3.65K +570 New
AIM
39
Acrospire Investment Management
Illinois
$1K -$19.4K -3,032 -97%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$1K
DC
41
Davenport & Co
Virginia
-$352K -51,862 Closed
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
-$114K -17,840 Closed
Zurich Cantonal Bank
43
Zurich Cantonal Bank
Switzerland
-$83K -12,900 Closed
Millennium Management
44
Millennium Management
New York
-$73K -11,361 Closed
PAM
45
Panagora Asset Management
Massachusetts
-$35K -5,519 Closed
TRCT
46
Tower Research Capital (TRC)
New York
-$15K -2,362 Closed