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SOHO

Sotherly Hotels

Delisted

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

34 hedge funds and large institutions have $29.7M invested in Sotherly Hotels in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

28% more capital invested

Capital invested by funds: $23.2M → $29.7M (+$6.51M)

26% more funds holding

Funds holding: 2734 (+7)

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
34
Holders Change
+7
Holders Change %
+25.93%
% of All Funds
0.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
9
Increased
9
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
J
1
JWest
Indiana
$7.13M -$244K -34,159 -4%
TDC
2
Thompson Davis & Co
Virginia
$4.69M +$674K +94,252 +19%
GIM
3
Granahan Investment Management
Massachusetts
$4.27M
EWP
4
Edmunds White Partners
Virginia
$3.43M -$154K -21,553 -5%
PCMI
5
Paradigm Capital Management Inc
New York
$1.83M
B
6
Baird
Wisconsin
$1.65M -$25K -3,496 -2%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.25M +$170K +23,794 +17%
CCM
8
Coe Capital Management
Illinois
$1.21M +$179K +25,000 +19%
LSV Asset Management
9
LSV Asset Management
Illinois
$1.13M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$665K +$20.8K +2,915 +4%
BIT
11
BlackRock Institutional Trust
California
$526K +$182K +25,448 +61%
BCM
12
Bridgeway Capital Management
Texas
$319K +$292K +40,800 New
GBA
13
Garrison Bradford & Associates
New York
$268K -$35.8K -5,000 -13%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$239K
BFA
15
BlackRock Fund Advisors
California
$209K +$5.44K +760 +3%
FAAS
16
First Allied Advisory Services
California
$164K
Northern Trust
17
Northern Trust
Illinois
$139K +$930 +130 +0.7%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$114K +$2.15K +300 +2%
DDC
19
DF Dent & Co
Maryland
$107K -$17.9K -2,500 -16%
Morgan Stanley
20
Morgan Stanley
New York
$99K -$62.1K -8,687 -41%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$97K -$2.48K -347 -3%
CAM
22
ClariVest Asset Management
California
$87K +$79.1K +11,056 New
Creative Planning
23
Creative Planning
Kansas
$20K +$17.9K +2,500 New
BIM
24
BlackRock Investment Management
Delaware
$16K +$14.4K +2,013 New
AIG
25
American International Group
New York
$10.2K +$9.3K +1,300 New