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SOHO

Sotherly Hotels

Delisted

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

41 hedge funds and large institutions have $24M invested in Sotherly Hotels in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

3.24% more ownership

Funds ownership: 26.22%29.46% (+3.2%)

0% more funds holding

Funds holding: 4141 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less capital invested

Capital invested by funds: $24.5M → $24M (-$550K)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
1
Uniplan Investment Counsel
Wisconsin
$3.79M +$220K +35,302 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.56M -$346K -55,542 -8%
BlackRock
3
BlackRock
New York
$3.13M +$1.27M +203,749 +62%
Renaissance Technologies
4
Renaissance Technologies
New York
$1.56M +$327K +52,500 +25%
LSV Asset Management
5
LSV Asset Management
Illinois
$1.5M
BA
6
Bard Associates
Illinois
$1.21M +$8.72K +1,400 +0.7%
HIM
7
Hillsdale Investment Management
Ontario, Canada
$1.19M +$448K +71,917 +55%
GIM
8
Granahan Investment Management
Massachusetts
$1.17M +$324K +51,989 +35%
Baird Financial Group
9
Baird Financial Group
Wisconsin
$805K -$29.1K -4,665 -3%
LWAC
10
Laurel Wealth Advisors (California)
California
$798K
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$771K +$9.97K +1,600 +1%
FAAS
12
First Allied Advisory Services
California
$616K -$19.7K -3,161 -3%
UBS Group
13
UBS Group
Switzerland
$458K +$134K +21,588 +38%
Deutsche Bank
14
Deutsche Bank
Germany
$430K +$192K +30,748 +73%
JP Morgan Chase
15
JP Morgan Chase
New York
$360K -$65.3K -10,478 -15%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$310K
SOAMC
17
Spirit of America Management Corp
New York
$306K
DC
18
Davenport & Co
Virginia
$283K +$299K +48,000 New
Northern Trust
19
Northern Trust
Illinois
$207K -$3.74K -600 -2%
BCM
20
Bridgeway Capital Management
Texas
$172K +$182K +29,170 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$167K
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$137K
Stifel Financial
23
Stifel Financial
Missouri
$125K +$6.23K +1,000 +5%
GCP
24
GSA Capital Partners
United Kingdom
$113K
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$112K -$24.7K -3,970 -17%