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SOHO

Sotherly Hotels

Delisted

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

38 hedge funds and large institutions have $29.8M invested in Sotherly Hotels in 2019 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

6% more funds holding

Funds holding: 3638 (+2)

5% more capital invested

Capital invested by funds: $28.3M → $29.8M (+$1.5M)

0.89% more ownership

Funds ownership: 29.21%30.09% (+0.89%)

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.28M +$30.3K +4,300 +0.7%
Renaissance Technologies
2
Renaissance Technologies
New York
$4.17M +$402K +57,021 +11%
UIC
3
Uniplan Investment Counsel
Wisconsin
$3.13M -$828K -117,383 -21%
CSA
4
Cottage Street Advisors
Massachusetts
$2.83M +$529K +74,964 +23%
BlackRock
5
BlackRock
New York
$2.48M -$31K -4,393 -1%
GIM
6
Granahan Investment Management
Massachusetts
$2.19M +$492K +69,707 +28%
LSV Asset Management
7
LSV Asset Management
Illinois
$2.02M
UBS Group
8
UBS Group
Switzerland
$1.72M +$296K +41,976 +20%
BA
9
Bard Associates
Illinois
$1.37M -$12.7K -1,800 -0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$966K
DC
11
Davenport & Co
Virginia
$853K +$24.7K +3,500 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$500K +$94.7K +13,431 +23%
WCM
13
Wedge Capital Management
North Carolina
$363K -$82.3K -11,670 -18%
SOAMC
14
Spirit of America Management Corp
New York
$341K
Northern Trust
15
Northern Trust
Illinois
$244K
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$210K
JP Morgan Chase
17
JP Morgan Chase
New York
$203K +$19K +2,700 +10%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$191K -$509K -72,221 -72%
TSS
19
Two Sigma Securities
New York
$172K +$175K +24,764 New
Bank of New York Mellon
20
Bank of New York Mellon
New York
$170K
Squarepoint
21
Squarepoint
New York
$166K +$93.8K +13,300 +125%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$161K
Morgan Stanley
23
Morgan Stanley
New York
$159K +$37.2K +5,270 +30%
Wells Fargo
24
Wells Fargo
California
$126K +$7 +1 +0%
BC
25
Burney Company
Virginia
$114K +$2.82K +400 +2%