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SOHO

Sotherly Hotels

Delisted

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

39 hedge funds and large institutions have $29.1M invested in Sotherly Hotels in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 12

1% more capital invested

Capital invested by funds: $28.7M → $29.1M (+$368K)

0.15% less ownership

Funds ownership: 30.14%29.98% (-0.15%)

9% less funds holding

Funds holding: 4339 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
13
Reduced
12
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$4.66M +$195K +29,672 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$4.32M +$30.8K +4,676 +0.7%
UIC
3
Uniplan Investment Counsel
Wisconsin
$2.91M +$19.9K +3,023 +0.7%
CSA
4
Cottage Street Advisors
Massachusetts
$2.72M -$43.3K -6,577 -2%
GIM
5
Granahan Investment Management
Massachusetts
$2.39M +$207K +31,456 +10%
BlackRock
6
BlackRock
New York
$2.06M -$112K -16,999 -5%
LSV Asset Management
7
LSV Asset Management
Illinois
$1.92M -$5.61K -853 -0.3%
UBS Group
8
UBS Group
Switzerland
$1.71M +$56.8K +8,625 +4%
BA
9
Bard Associates
Illinois
$1.27M -$21.7K -3,300 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$953K
Geode Capital Management
11
Geode Capital Management
Massachusetts
$491K -$5.63K -855 -1%
Northern Trust
12
Northern Trust
Illinois
$457K +$216K +32,879 +95%
SOAMC
13
Spirit of America Management Corp
New York
$332K
WCM
14
Wedge Capital Management
North Carolina
$327K -$25.2K -3,833 -7%
WG
15
Winton Group
United Kingdom
$313K -$10.5K -1,590 -3%
Wells Fargo
16
Wells Fargo
California
$206K +$81.1K +12,330 +68%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$204K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$180K -$5.49K -834 -3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$180K +$13.5K +2,056 +8%
Morgan Stanley
20
Morgan Stanley
New York
$176K +$26.3K +4,002 +18%
HW
21
Hancock Whitney
Mississippi
$172K +$167K +25,336 New
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$157K
Squarepoint
23
Squarepoint
New York
$146K -$19.5K -2,965 -12%
VI
24
Vestcor Inc
New Brunswick, Canada
$143K +$139K +21,052 New
DC
25
Davenport & Co
Virginia
$136K -$662K -100,554 -83%