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SOHO

Sotherly Hotels

Delisted

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

31 hedge funds and large institutions have $5.97M invested in Sotherly Hotels in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 14 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.78% less ownership

Funds ownership: 29.98%25.2% (-4.8%)

21% less funds holding

Funds holding: 3931 (-8)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

57% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 14

79% less capital invested

Capital invested by funds: $29.1M → $5.97M (-$23.1M)

Holders
31
Holders Change
-8
Holders Change %
-20.51%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
14
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.2M +$293K +59,011 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02M -$496 -100 -0%
SFI
3
SPC Financial Inc
Maryland
$653K +$2.03M +408,369 New
GIM
4
Granahan Investment Management
Massachusetts
$563K -$1.44K -289 -0.1%
LSV Asset Management
5
LSV Asset Management
Illinois
$447K -$20.9K -4,200 -1%
CSA
6
Cottage Street Advisors
Massachusetts
$385K -$793K -159,828 -40%
UBS Group
7
UBS Group
Switzerland
$346K -$180K -36,346 -14%
BA
8
Bard Associates
Illinois
$304K +$8.94K +1,800 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$225K
BlackRock
10
BlackRock
New York
$135K -$1.09M -220,231 -72%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$116K
Northern Trust
12
Northern Trust
Illinois
$107K -$2.75K -554 -0.8%
WCM
13
Wedge Capital Management
North Carolina
$84K +$21.9K +4,417 +9%
WG
14
Winton Group
United Kingdom
$73K -$3.83K -772 -2%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$48K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$37K
Wells Fargo
17
Wells Fargo
California
$35K -$41.8K -8,423 -28%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$30K +$36.9K +7,425 +65%
Osaic Holdings
19
Osaic Holdings
Arizona
$30K +$93.3K +18,790 New
Morgan Stanley
20
Morgan Stanley
New York
$29K -$40.3K -8,112 -31%
SOAMC
21
Spirit of America Management Corp
New York
$28K -$155K -31,298 -64%
BC
22
Burney Company
Virginia
$21K -$18.2K -3,675 -22%
BWP
23
Baldwin Wealth Partners
Massachusetts
$16K
Stifel Financial
24
Stifel Financial
Missouri
$16K
Victory Capital Management
25
Victory Capital Management
Texas
$8K +$22.3K +4,500 New