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SOHO

Sotherly Hotels
SOHO

Delisted

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

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36 hedge funds and large institutions have $28.3M invested in Sotherly Hotels in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

18% more capital invested

Capital invested by funds: $24M → $28.3M (+$4.31M)

0% more funds holding

Funds holding: 36 → 36 (0)

0.86% less ownership

Funds ownership: 30.07% → 29.21% (-0.86%)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GIM
Granahan Investment Management
Massachusetts
+$532K
2
WCM
Wedge Capital Management
North Carolina
+$425K
3
UIC
Uniplan Investment Counsel
Wisconsin
+$257K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$165K
5
BC
Burney Company
Virginia
+$107K

Top Sellers

1
BlackRock
BlackRock
New York
-$722K
2
LWAC
Laurel Wealth Advisors (California)
California
-$659K
3
Baird Financial Group
Baird Financial Group
Wisconsin
-$439K
4
JP Morgan Chase
JP Morgan Chase
New York
-$140K
5
Deutsche Bank
Deutsche Bank
Germany
-$97.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.16M +$24.2K +3,628 +0.6%
UIC
2
Uniplan Investment Counsel
Wisconsin
$3.86M +$257K +38,635 +7%
Renaissance Technologies
3
Renaissance Technologies
New York
$3.7M +$32K +4,800 +0.9%
BlackRock
4
BlackRock
New York
$2.45M -$722K -108,369 -23%
CSA
5
Cottage Street Advisors
Massachusetts
$2.26M +$80.2K +12,032 +4%
LSV Asset Management
6
LSV Asset Management
Illinois
$1.98M – – –
GIM
7
Granahan Investment Management
Massachusetts
$1.67M +$532K +79,796 +48%
UBS Group
8
UBS Group
Switzerland
$1.4M +$90.3K +13,550 +7%
BA
9
Bard Associates
Illinois
$1.35M -$1.5K -225 -0.1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$945K – – –
DC
11
Davenport & Co
Virginia
$811K -$68K -10,200 -8%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$679K +$165K +24,732 +33%
WCM
13
Wedge Capital Management
North Carolina
$434K +$425K +63,798 New
Geode Capital Management
14
Geode Capital Management
Massachusetts
$397K – – –
SOAMC
15
Spirit of America Management Corp
New York
$334K -$20K -3,000 -6%
Northern Trust
16
Northern Trust
Illinois
$238K +$2K +300 +0.9%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$205K – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$184K -$140K -20,938 -44%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$166K -$5.72K -858 -3%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$158K – – –
P
21
&Partners
Tennessee
$150K -$56.6K -8,500 -28%
Wells Fargo
22
Wells Fargo
California
$123K -$7 -1 -0%
Morgan Stanley
23
Morgan Stanley
New York
$120K +$28.5K +4,274 +32%
BC
24
Burney Company
Virginia
$109K +$107K +16,025 New
HFS
25
HL Financial Services
Kentucky
$81K -$13.7K -2,055 -15%
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