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SOHO

Sotherly Hotels

Delisted

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

41 hedge funds and large institutions have $24.5M invested in Sotherly Hotels in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 11

1% more capital invested

Capital invested by funds: $24.3M → $24.5M (+$232K)

0.02% more ownership

Funds ownership: 26.2%26.22% (+0.02%)

7% less funds holding

Funds holding: 4441 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.48M +$25.4K +3,963 +0.6%
UIC
2
Uniplan Investment Counsel
Wisconsin
$4.12M -$208K -32,486 -5%
BlackRock
3
BlackRock
New York
$2.22M +$771K +120,281 +58%
LSV Asset Management
4
LSV Asset Management
Illinois
$1.72M +$59.6K +9,300 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.44M +$89.1K +13,900 +7%
BA
6
Bard Associates
Illinois
$1.39M -$1.28K -200 -0.1%
GIM
7
Granahan Investment Management
Massachusetts
$996K -$2.1M -327,150 -69%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$958K -$14.9K -2,321 -2%
LWAC
9
Laurel Wealth Advisors (California)
California
$920K
HIM
10
Hillsdale Investment Management
Ontario, Canada
$887K +$128K +20,000 +18%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$877K +$47.2K +7,360 +6%
FAAS
12
First Allied Advisory Services
California
$731K -$4.14K -645 -0.6%
JP Morgan Chase
13
JP Morgan Chase
New York
$482K +$196K +30,571 +76%
UBS Group
14
UBS Group
Switzerland
$381K +$287K +44,771 +393%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$357K -$21.6K -3,375 -6%
SOAMC
16
Spirit of America Management Corp
New York
$353K
Deutsche Bank
17
Deutsche Bank
Germany
$286K +$40.3K +6,280 +17%
Goldman Sachs
18
Goldman Sachs
New York
$284K +$67.8K +10,580 +34%
Northern Trust
19
Northern Trust
Illinois
$242K -$3.44K -537 -1%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$192K +$182K +28,369 New
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$157K
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$156K
Stifel Financial
23
Stifel Financial
Missouri
$136K -$3.21K -500 -2%
EGA
24
Eagle Global Advisors
Texas
$133K
GCP
25
GSA Capital Partners
United Kingdom
$130K