We are live on ! Find out more
SOHO

Sotherly Hotels

Delisted

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

37 hedge funds and large institutions have $28M invested in Sotherly Hotels in 2017 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $24M → $28M (+$3.98M)

0.09% less ownership

Funds ownership: 29.46%29.36% (-0.09%)

10% less funds holding

Funds holding: 4137 (-4)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
37
Holders Change
-4
Holders Change %
-9.76%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
1
Uniplan Investment Counsel
Wisconsin
$5.93M
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.88M -$19.6K -3,075 -0.5%
BlackRock
3
BlackRock
New York
$3.32M -$111K -17,322 -3%
Renaissance Technologies
4
Renaissance Technologies
New York
$2.27M +$553K +86,600 +33%
LSV Asset Management
5
LSV Asset Management
Illinois
$1.64M
BA
6
Bard Associates
Illinois
$1.32M -$6.71K -1,050 -0.5%
GIM
7
Granahan Investment Management
Massachusetts
$1.28M -$3.58K -560 -0.3%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$869K -$11.5K -1,795 -1%
HIM
9
Hillsdale Investment Management
Ontario, Canada
$863K -$441K -69,017 -34%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$844K
LWAC
11
Laurel Wealth Advisors (California)
California
$766K -$109K -17,000 -13%
Deutsche Bank
12
Deutsche Bank
Germany
$598K +$126K +19,766 +27%
UBS Group
13
UBS Group
Switzerland
$551K +$49K +7,674 +10%
FAAS
14
First Allied Advisory Services
California
$542K -$131K -20,528 -20%
JP Morgan Chase
15
JP Morgan Chase
New York
$461K +$69.8K +10,922 +18%
DC
16
Davenport & Co
Virginia
$445K +$134K +21,000 +44%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$340K
SOAMC
18
Spirit of America Management Corp
New York
$335K
Northern Trust
19
Northern Trust
Illinois
$238K +$11.2K +1,753 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$189K +$6.36K +995 +4%
BCM
21
Bridgeway Capital Management
Texas
$188K
VF
22
Virtu Financial
New York
$175K +$173K +27,116 New
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$150K
Millennium Management
24
Millennium Management
New York
$126K +$125K +19,592 New
GCP
25
GSA Capital Partners
United Kingdom
$124K