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SOHO

Sotherly Hotels

Delisted

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

34 hedge funds and large institutions have $30.2M invested in Sotherly Hotels in 2014 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $29.7M → $30.2M (+$523K)

0% more funds holding

Funds holding: 3434 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
2
Increased
10
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
J
1
JWest
Indiana
$6.94M -$28.4K -3,600 -0.4%
TDC
2
Thompson Davis & Co
Virginia
$5M +$416K +52,714 +9%
GIM
3
Granahan Investment Management
Massachusetts
$4.08M -$177K -22,400 -4%
EWP
4
Edmunds White Partners
Virginia
$3.24M -$182K -23,054 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.82M +$582K +73,708 +46%
PCMI
6
Paradigm Capital Management Inc
New York
$1.81M -$15.8K -2,000 -0.9%
B
7
Baird
Wisconsin
$1.57M -$64.9K -8,223 -4%
LSV Asset Management
8
LSV Asset Management
Illinois
$1.22M +$91.1K +11,550 +8%
CCM
9
Coe Capital Management
Illinois
$1.2M
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$682K +$20.4K +2,581 +3%
BIT
11
BlackRock Institutional Trust
California
$583K +$60.1K +7,610 +11%
BCM
12
Bridgeway Capital Management
Texas
$318K
GBA
13
Garrison Bradford & Associates
New York
$267K
Geode Capital Management
14
Geode Capital Management
Massachusetts
$258K +$20.4K +2,581 +8%
BFA
15
BlackRock Fund Advisors
California
$194K -$14.2K -1,802 -7%
Northern Trust
16
Northern Trust
Illinois
$138K
CAM
17
ClariVest Asset Management
California
$121K +$35.6K +4,508 +41%
U
18
UBS
Switzerland
$116K +$110K +13,999 +1,746%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$114K
Renaissance Technologies
20
Renaissance Technologies
New York
$113K +$114K +14,500 New
DDC
21
DF Dent & Co
Maryland
$106K
FAAS
22
First Allied Advisory Services
California
$84K -$80.5K -10,204 -49%
Morgan Stanley
23
Morgan Stanley
New York
$82K -$16.6K -2,105 -17%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$76K -$20.5K -2,600 -21%
AIG
25
American International Group
New York
$33.5K +$23.7K +3,000 +231%