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SOHO

Sotherly Hotels

Delisted

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

37 hedge funds and large institutions have $29.3M invested in Sotherly Hotels in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

14% more capital invested

Capital invested by funds: $25.7M → $29.3M (+$3.58M)

6% more funds holding

Funds holding: 3537 (+2)

3.41% more ownership

Funds ownership: 26.32%29.73% (+3.4%)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.13M -$75.5K -11,106 -2%
UIC
2
Uniplan Investment Counsel
Wisconsin
$4.08M -$226K -33,205 -5%
BlackRock
3
BlackRock
New York
$4.01M +$262K +38,536 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$3.28M +$1.06M +155,129 +49%
LSV Asset Management
5
LSV Asset Management
Illinois
$1.77M
UBS Group
6
UBS Group
Switzerland
$1.48M +$94.2K +13,855 +7%
BA
7
Bard Associates
Illinois
$1.4M -$29.2K -4,300 -2%
CSA
8
Cottage Street Advisors
Massachusetts
$1.4M +$1.36M +199,800 New
GIM
9
Granahan Investment Management
Massachusetts
$1.18M +$169K +24,848 +17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$928K +$13.6K +2,002 +2%
LWAC
11
Laurel Wealth Advisors (California)
California
$820K -$8.84K -1,300 -1%
DC
12
Davenport & Co
Virginia
$807K +$174K +25,600 +28%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$758K +$170 +25 +0%
Deutsche Bank
14
Deutsche Bank
Germany
$640K +$308K +45,221 +97%
JP Morgan Chase
15
JP Morgan Chase
New York
$436K +$66.7K +9,800 +19%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$407K +$38.5K +5,658 +11%
SOAMC
17
Spirit of America Management Corp
New York
$363K
Northern Trust
18
Northern Trust
Illinois
$252K -$5.7K -838 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$186K +$7 +1 +0%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$162K
GCP
21
GSA Capital Partners
United Kingdom
$137K
Millennium Management
22
Millennium Management
New York
$91K +$10.3K +1,507 +13%
Stifel Financial
23
Stifel Financial
Missouri
$84K -$47.6K -7,000 -37%
Squarepoint
24
Squarepoint
New York
$77K
GBA
25
Garrison Bradford & Associates
New York
$70K