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SOHO

Sotherly Hotels

Delisted

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

29 hedge funds and large institutions have $7.15M invested in Sotherly Hotels in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more capital invested

Capital invested by funds: $5.97M → $7.15M (+$1.18M)

6.03% less ownership

Funds ownership: 25.2%19.17% (-6%)

6% less funds holding

Funds holding: 3129 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

69% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 13

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
4
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.59M -$16.7K -7,180 -1%
SFI
2
SPC Financial Inc
Maryland
$1.03M
Renaissance Technologies
3
Renaissance Technologies
New York
$921K -$886K -381,160 -51%
GIM
4
Granahan Investment Management
Massachusetts
$799K -$80K -34,418 -10%
LSV Asset Management
5
LSV Asset Management
Illinois
$626K -$69.3K -29,800 -11%
WG
6
Winton Group
United Kingdom
$507K +$362K +155,758 +344%
BA
7
Bard Associates
Illinois
$465K -$10.7K -4,600 -2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$315K -$34.9K -15,008 -11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$182K
BlackRock
10
BlackRock
New York
$175K -$35.2K -15,147 -18%
Northern Trust
11
Northern Trust
Illinois
$71K -$89.9K -38,646 -58%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$58K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$48K +$788 +339 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$43K -$3.63K -1,562 -8%
Morgan Stanley
15
Morgan Stanley
New York
$42K -$2.38K -1,025 -6%
Citadel Advisors
16
Citadel Advisors
Florida
$41K +$38.2K +16,418 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$39K +$36.1K +15,514 New
BC
18
Burney Company
Virginia
$34K
BG
19
Bollard Group
Massachusetts
$34K +$31.8K +13,679 New
Goldman Sachs
20
Goldman Sachs
New York
$26K +$24.1K +10,370 New
UBS Group
21
UBS Group
Switzerland
$25K -$480K -206,387 -95%
BWP
22
Baldwin Wealth Partners
Massachusetts
$25K
Stifel Financial
23
Stifel Financial
Missouri
$25K
LWA
24
Lowe Wealth Advisors
Maryland
$13K
Nisa Investment Advisors
25
Nisa Investment Advisors
Missouri
$12K +$2.96K +1,275 +36%