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SOHO

Sotherly Hotels

Delisted

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

40 hedge funds and large institutions have $33.7M invested in Sotherly Hotels in 2015 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 6

55% more capital invested

Capital invested by funds: $21.7M → $33.7M (+$11.9M)

18% more funds holding

Funds holding: 3440 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
12
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$6.04M +$975K +122,384 +17%
UIC
2
Uniplan Investment Counsel
Wisconsin
$3.68M +$4.15M +520,727 New
GIM
3
Granahan Investment Management
Massachusetts
$3.57M -$6.45K -810 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.61M +$76.4K +9,594 +3%
AW
5
ACG Wealth
Georgia
$1.98M +$2.23M +279,367 New
Boston Partners
6
Boston Partners
Massachusetts
$1.84M +$2.08M +260,790 New
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$1.77M +$1.99M +250,000 New
LSV Asset Management
8
LSV Asset Management
Illinois
$1.39M +$120K +15,000 +8%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$1.3M +$1.47M +184,318 New
FP
10
Foundry Partners
Minnesota
$1.12M +$325K +40,855 +35%
BCCM
11
Blue Clay Capital Management
Minnesota
$1.04M +$1.17M +146,500 New
RFC
12
Russell Frank Company
Washington
$870K +$981K +123,100 New
Victory Capital Management
13
Victory Capital Management
Texas
$742K +$279K +35,000 +50%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$655K +$12K +1,511 +2%
BIT
15
BlackRock Institutional Trust
California
$558K -$15K -1,884 -2%
Renaissance Technologies
16
Renaissance Technologies
New York
$534K +$119K +14,916 +25%
CCM
17
Coe Capital Management
Illinois
$473K -$379K -47,613 -42%
CCC
18
Chelsea Counsel Company
California
$394K +$444K +55,765 New
Deutsche Bank
19
Deutsche Bank
Germany
$376K +$353K +44,272 +483%
SOAMC
20
Spirit of America Management Corp
New York
$368K +$414K +52,000 New
BA
21
Bard Associates
Illinois
$361K +$406K +51,000 New
Geode Capital Management
22
Geode Capital Management
Massachusetts
$317K
BCM
23
Bridgeway Capital Management
Texas
$288K
Morgan Stanley
24
Morgan Stanley
New York
$270K +$171K +21,441 +128%
BFA
25
BlackRock Fund Advisors
California
$252K +$48.6K +6,103 +21%