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SOHO

Sotherly Hotels

Delisted

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

42 hedge funds and large institutions have $25.1M invested in Sotherly Hotels in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

5% more capital invested

Capital invested by funds: $23.9M → $25.1M (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

2% less funds holding

Funds holding: 4342 (-1)

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
14
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
1
Uniplan Investment Counsel
Wisconsin
$3.91M +$248K +47,367 +7%
TDC
2
Thompson Davis & Co
Virginia
$3.27M -$1.1M -210,093 -27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.81M +$129K +24,668 +5%
GIM
4
Granahan Investment Management
Massachusetts
$2.32M +$33.8K +6,460 +2%
FP
5
Foundry Partners
Minnesota
$1.27M +$2.49K +475 +0.2%
LSV Asset Management
6
LSV Asset Management
Illinois
$1.25M
Boston Partners
7
Boston Partners
Massachusetts
$1.24M +$20.2K +3,850 +2%
BA
8
Bard Associates
Illinois
$1.16M -$24.3K -4,650 -2%
BCCM
9
Blue Clay Capital Management
Minnesota
$968K +$40.3K +7,700 +5%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$894K -$9.98K -1,906 -1%
LWAC
11
Laurel Wealth Advisors (California)
California
$798K -$11K -2,100 -1%
EA
12
Emerald Acquisition
Washington
$605K +$562K +107,300 New
Renaissance Technologies
13
Renaissance Technologies
New York
$578K +$146K +27,800 +37%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$559K
FAAS
15
First Allied Advisory Services
California
$552K +$50.9K +9,721 +11%
Deutsche Bank
16
Deutsche Bank
Germany
$414K +$116K +22,149 +43%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$312K
Victory Capital Management
18
Victory Capital Management
Texas
$303K -$173K -33,000 -38%
SOAMC
19
Spirit of America Management Corp
New York
$293K
BFA
20
BlackRock Fund Advisors
California
$185K -$3K -573 -2%
Northern Trust
21
Northern Trust
Illinois
$185K +$419 +80 +0.2%
DC
22
Davenport & Co
Virginia
$185K +$172K +32,800 New
Goldman Sachs
23
Goldman Sachs
New York
$142K -$17.3K -3,313 -12%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$131K
GBA
25
Garrison Bradford & Associates
New York
$120K