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SOHO

Sotherly Hotels

Delisted

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

27 hedge funds and large institutions have $5.03M invested in Sotherly Hotels in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.39% less ownership

Funds ownership: 19.17%18.78% (-0.39%)

7% less funds holding

Funds holding: 2927 (-2)

30% less capital invested

Capital invested by funds: $7.15M → $5.03M (-$2.12M)

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.26M +$149K +69,378 +11%
SFI
2
SPC Financial Inc
Maryland
$735K
CIBC World Market
3
CIBC World Market
Ontario, Canada
$465K +$553K +258,314 New
Renaissance Technologies
4
Renaissance Technologies
New York
$450K -$248K -115,532 -32%
LSV Asset Management
5
LSV Asset Management
Illinois
$406K -$51.2K -23,900 -10%
BA
6
Bard Associates
Illinois
$330K -$4.39K -2,050 -1%
WG
7
Winton Group
United Kingdom
$312K -$59.3K -27,685 -14%
GIM
8
Granahan Investment Management
Massachusetts
$244K -$389K -181,599 -57%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$210K -$19.3K -9,006 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$130K
BlackRock
11
BlackRock
New York
$113K -$12.5K -5,817 -8%
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$104K +$90.4K +42,195 +272%
Northern Trust
13
Northern Trust
Illinois
$52K +$458 +214 +0.8%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$42K
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$32K -$2.69K -1,254 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$31K -$69 -32 -0.2%
BG
17
Bollard Group
Massachusetts
$25K
BC
18
Burney Company
Virginia
$24K
Morgan Stanley
19
Morgan Stanley
New York
$21K -$11.6K -5,425 -32%
Stifel Financial
20
Stifel Financial
Missouri
$19K +$617 +288 +3%
LWA
21
Lowe Wealth Advisors
Maryland
$10K
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$9K
UBS Group
23
UBS Group
Switzerland
$3K -$17.3K -8,060 -81%
Wells Fargo
24
Wells Fargo
California
$3K -$2.34K -1,093 -41%
TRCT
25
Tower Research Capital (TRC)
New York
$2K +$2.21K +1,032 New