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SOHO

Sotherly Hotels

Delisted

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

27 hedge funds and large institutions have $23.2M invested in Sotherly Hotels in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

14% more capital invested

Capital invested by funds: $20.2M → $23.2M (+$2.94M)

4% more funds holding

Funds holding: 2627 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
3
Increased
10
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
J
1
JWest
Indiana
$6.11M -$26.3K -4,356 -0.5%
GIM
2
Granahan Investment Management
Massachusetts
$3.48M +$15.3K +2,530 +0.5%
TDC
3
Thompson Davis & Co
Virginia
$3.15M +$753K +124,858 +34%
EWP
4
Edmunds White Partners
Virginia
$2.93M
PCMI
5
Paradigm Capital Management Inc
New York
$1.49M -$45.7K -7,575 -3%
B
6
Baird
Wisconsin
$1.36M -$83.9K -13,905 -6%
LSV Asset Management
7
LSV Asset Management
Illinois
$919K +$11.3K +1,879 +1%
Vanguard Group
8
Vanguard Group
Pennsylvania
$867K +$205K +33,990 +33%
CCM
9
Coe Capital Management
Illinois
$821K +$62.8K +10,400 +9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$522K
BIT
11
BlackRock Institutional Trust
California
$266K +$174K +28,886 +225%
GBA
12
Garrison Bradford & Associates
New York
$250K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$194K
BFA
14
BlackRock Fund Advisors
California
$165K +$18.9K +3,135 +14%
Morgan Stanley
15
Morgan Stanley
New York
$135K +$68.5K +11,352 +114%
FAAS
16
First Allied Advisory Services
California
$134K +$48.3K +8,000 +62%
Northern Trust
17
Northern Trust
Illinois
$112K +$4.42K +733 +4%
DDC
18
DF Dent & Co
Maryland
$103K
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$91K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$81K -$18.8K -3,116 -20%
DOA
21
D'Orazio & Associates
Virginia
$3K
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$2.67K
GC
23
Globeflex Capital
California
$2K
DA
24
Denali Advisors
California
$1K +$1.21K +200 New
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8