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SOHO

Sotherly Hotels

Delisted

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

44 hedge funds and large institutions have $24.3M invested in Sotherly Hotels in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0.04% more ownership

Funds ownership: 26.16%26.2% (+0.04%)

2% less funds holding

Funds holding: 4544 (-1)

8% less capital invested

Capital invested by funds: $26.5M → $24.3M (-$2.22M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
14
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.2M +$325K +47,051 +8%
UIC
2
Uniplan Investment Counsel
Wisconsin
$4.1M -$371K -53,769 -8%
GIM
3
Granahan Investment Management
Massachusetts
$3.03M -$457K -66,260 -12%
LSV Asset Management
4
LSV Asset Management
Illinois
$1.57M +$154K +22,350 +10%
BlackRock
5
BlackRock
New York
$1.33M +$1.43M +207,552 New
BA
6
Bard Associates
Illinois
$1.31M +$42.4K +6,150 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.27M +$61.4K +8,900 +5%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$919K -$43.7K -6,330 -4%
LWAC
9
Laurel Wealth Advisors (California)
California
$869K -$4.49K -650 -0.5%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$780K +$70.2K +10,173 +9%
HIM
11
Hillsdale Investment Management
Ontario, Canada
$709K +$765K +110,875 New
FAAS
12
First Allied Advisory Services
California
$696K +$100K +14,490 +15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$359K +$3.15K +456 +0.8%
DC
14
Davenport & Co
Virginia
$352K -$34.5K -5,000 -9%
SOAMC
15
Spirit of America Management Corp
New York
$333K
JP Morgan Chase
16
JP Morgan Chase
New York
$259K +$135K +19,531 +93%
Northern Trust
17
Northern Trust
Illinois
$232K +$15.1K +2,186 +6%
Deutsche Bank
18
Deutsche Bank
Germany
$230K -$17.7K -2,559 -7%
Goldman Sachs
19
Goldman Sachs
New York
$200K +$120K +17,337 +124%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$148K
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$148K
Stifel Financial
22
Stifel Financial
Missouri
$131K +$3.45K +500 +2%
EGA
23
Eagle Global Advisors
Texas
$125K
GCP
24
GSA Capital Partners
United Kingdom
$123K +$24.8K +3,600 +23%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$114K +$123K +17,840 New