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SOHO

Sotherly Hotels

Delisted

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

45 hedge funds and large institutions have $26.5M invested in Sotherly Hotels in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

26.16% more ownership

Funds ownership: 0%26.16% (+26%)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $21.9M → $26.5M (+$4.59M)

5% more funds holding

Funds holding: 4345 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
15
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
1
Uniplan Investment Counsel
Wisconsin
$4.71M -$29.1K -5,275 -0.8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.14M +$246K +44,552 +8%
GIM
3
Granahan Investment Management
Massachusetts
$3.67M +$621K +112,500 +26%
LSV Asset Management
4
LSV Asset Management
Illinois
$1.51M
BA
5
Bard Associates
Illinois
$1.35M -$29.8K -5,400 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$1.29M +$420K +76,022 +67%
TG
7
TCW Group
California
$1.27M +$1.03M +186,941 New
Baird Financial Group
8
Baird Financial Group
Wisconsin
$1.02M -$13.6K -2,462 -2%
TDC
9
Thompson Davis & Co
Virginia
$1M -$679K -122,949 -45%
LWAC
10
Laurel Wealth Advisors (California)
California
$926K -$27.6K -5,000 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$759K +$39.9K +7,236 +7%
BIT
12
BlackRock Institutional Trust
California
$673K +$459K +83,205 +523%
FAAS
13
First Allied Advisory Services
California
$640K -$18.1K -3,283 -3%
DC
14
Davenport & Co
Virginia
$386K +$16.6K +3,000 +6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$378K +$1.68K +304 +0.5%
SOAMC
16
Spirit of America Management Corp
New York
$353K
Deutsche Bank
17
Deutsche Bank
Germany
$261K +$114K +20,597 +115%
Northern Trust
18
Northern Trust
Illinois
$231K +$4.01K +727 +2%
BFA
19
BlackRock Fund Advisors
California
$228K +$4.67K +846 +3%
Millennium Management
20
Millennium Management
New York
$184K +$150K +27,123 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$158K
JP Morgan Chase
22
JP Morgan Chase
New York
$142K +$116K +20,954 New
Stifel Financial
23
Stifel Financial
Missouri
$137K -$1.84K -334 -2%
EGA
24
Eagle Global Advisors
Texas
$133K +$108K +19,575 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$128K +$128K +23,142 New