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SOHO

Sotherly Hotels

Delisted

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

43 hedge funds and large institutions have $28.7M invested in Sotherly Hotels in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

13% more funds holding

Funds holding: 3843 (+5)

0.04% more ownership

Funds ownership: 30.09%30.14% (+0.04%)

4% less capital invested

Capital invested by funds: $29.8M → $28.7M (-$1.08M)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
43
Holders Change
+5
Holders Change %
+13.16%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.4M +$401K +58,413 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.23M +$121K +17,623 +3%
UIC
3
Uniplan Investment Counsel
Wisconsin
$2.85M -$158K -23,030 -5%
CSA
4
Cottage Street Advisors
Massachusetts
$2.73M +$9.71K +1,414 +0.3%
BlackRock
5
BlackRock
New York
$2.15M -$234K -34,102 -10%
GIM
6
Granahan Investment Management
Massachusetts
$2.14M +$38.4K +5,594 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$1.9M -$40.7K -5,927 -2%
UBS Group
8
UBS Group
Switzerland
$1.63M -$22.6K -3,294 -1%
BA
9
Bard Associates
Illinois
$1.28M -$37.1K -5,400 -3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$940K +$11.7K +1,700 +1%
DC
11
Davenport & Co
Virginia
$839K -$13.7K -2,000 -2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$490K +$10.4K +1,517 +2%
WCM
13
Wedge Capital Management
North Carolina
$349K
SOAMC
14
Spirit of America Management Corp
New York
$328K
WG
15
Winton Group
United Kingdom
$319K +$327K +47,705 New
Northern Trust
16
Northern Trust
Illinois
$231K -$2.75K -400 -1%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$200K -$687 -100 -0.3%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$183K -$1.04K -152 -0.6%
Squarepoint
19
Squarepoint
New York
$164K +$4.12K +600 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$163K
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$155K
Morgan Stanley
22
Morgan Stanley
New York
$147K -$5.91K -861 -4%
Wells Fargo
23
Wells Fargo
California
$121K
BC
24
Burney Company
Virginia
$114K +$3.78K +550 +3%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$88K +$5.08K +740 +6%