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SOHO

Sotherly Hotels

Delisted

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

38 hedge funds and large institutions have $35.6M invested in Sotherly Hotels in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 11

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $29.3M → $35.6M (+$6.26M)

4.42% more ownership

Funds ownership: 29.73%34.15% (+4.4%)

3% more funds holding

Funds holding: 3738 (+1)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UIC
1
Uniplan Investment Counsel
Wisconsin
$7.41M +$2.32M +324,810 +56%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.37M +$115K +16,155 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$4.06M +$670K +93,878 +20%
BlackRock
4
BlackRock
New York
$3.89M -$246K -34,417 -6%
CSA
5
Cottage Street Advisors
Massachusetts
$2.1M +$657K +92,000 +46%
LSV Asset Management
6
LSV Asset Management
Illinois
$2.07M +$242K +33,926 +13%
BA
7
Bard Associates
Illinois
$1.44M -$6.43K -900 -0.4%
DC
8
Davenport & Co
Virginia
$1.4M +$565K +79,200 +69%
UBS Group
9
UBS Group
Switzerland
$1.4M -$132K -18,458 -9%
GIM
10
Granahan Investment Management
Massachusetts
$1.21M -$4.79K -671 -0.4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$977K +$20.1K +2,815 +2%
LWAC
12
Laurel Wealth Advisors (California)
California
$846K
Baird Financial Group
13
Baird Financial Group
Wisconsin
$632K -$141K -19,786 -18%
Deutsche Bank
14
Deutsche Bank
Germany
$588K -$71.3K -9,986 -11%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$420K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$405K +$330K +46,280 +463%
JP Morgan Chase
17
JP Morgan Chase
New York
$389K -$60.3K -8,445 -14%
SOAMC
18
Spirit of America Management Corp
New York
$374K
Northern Trust
19
Northern Trust
Illinois
$254K -$7.03K -984 -3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$217K +$143K +20,000 +198%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$185K -$6.83K -957 -4%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$167K
Millennium Management
23
Millennium Management
New York
$128K +$34.1K +4,777 +37%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$99K +$98.5K +13,800 New
HFS
25
HL Financial Services
Kentucky
$90K +$89.1K +12,480 New