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SOHO

Sotherly Hotels

Delisted

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

36 hedge funds and large institutions have $24M invested in Sotherly Hotels in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

4.07% less ownership

Funds ownership: 34.15%30.07% (-4.1%)

5% less funds holding

Funds holding: 3836 (-2)

33% less capital invested

Capital invested by funds: $35.6M → $24M (-$11.6M)

50% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 18

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.4M -$1.34K -200 -0%
Renaissance Technologies
2
Renaissance Technologies
New York
$3.02M -$178K -26,494 -5%
UIC
3
Uniplan Investment Counsel
Wisconsin
$2.96M -$2.56M -381,908 -42%
BlackRock
4
BlackRock
New York
$2.63M -$486K -72,545 -13%
CSA
5
Cottage Street Advisors
Massachusetts
$1.79M +$187K +27,859 +10%
LSV Asset Management
6
LSV Asset Management
Illinois
$1.63M +$17.2K +2,566 +0.9%
BA
7
Bard Associates
Illinois
$1.11M -$9.05K -1,350 -0.7%
UBS Group
8
UBS Group
Switzerland
$1.08M -$13.3K -1,978 -1%
GIM
9
Granahan Investment Management
Massachusetts
$927K -$21.2K -3,161 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$779K +$20.8K +3,104 +2%
DC
11
Davenport & Co
Virginia
$725K -$439K -65,546 -34%
LWAC
12
Laurel Wealth Advisors (California)
California
$659K
Baird Financial Group
13
Baird Financial Group
Wisconsin
$439K -$70.3K -10,486 -12%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$421K +$125K +18,721 +33%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$327K
SOAMC
16
Spirit of America Management Corp
New York
$292K
JP Morgan Chase
17
JP Morgan Chase
New York
$269K -$41K -6,119 -11%
Northern Trust
18
Northern Trust
Illinois
$195K -$3.26K -486 -1%
P
19
&Partners
Tennessee
$171K +$204K +30,500 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$169K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$142K -$2.89K -431 -2%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$130K
Wells Fargo
23
Wells Fargo
California
$101K +$111K +16,600 +1,106%
Deutsche Bank
24
Deutsche Bank
Germany
$81K -$450K -67,125 -82%
HFS
25
HL Financial Services
Kentucky
$78K +$9.95K +1,485 +12%