We are live on ! Find out more
SOHO

Sotherly Hotels

Delisted

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

28 hedge funds and large institutions have $6.4M invested in Sotherly Hotels in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $5.03M → $6.4M (+$1.37M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more funds holding

Funds holding: 2728 (+1)

1.55% less ownership

Funds ownership: 18.78%17.23% (-1.6%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83M +$68.4K +31,680 +5%
SFI
2
SPC Financial Inc
Maryland
$1.02M -$1.88K -869 -0.2%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$648K +$1.73K +800 +0.3%
Renaissance Technologies
4
Renaissance Technologies
New York
$632K +$6K +2,777 +1%
LSV Asset Management
5
LSV Asset Management
Illinois
$502K -$53.5K -24,800 -11%
BA
6
Bard Associates
Illinois
$438K -$17K -7,875 -4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$281K -$9.03K -4,181 -4%
BlackRock
8
BlackRock
New York
$163K +$4.35K +2,015 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$147K -$29.3K -13,575 -19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$118K +$102K +47,261 New
Squarepoint
11
Squarepoint
New York
$110K +$95.4K +44,188 New
Qube Research & Technologies (QRT)
12
Qube Research & Technologies (QRT)
United Kingdom
$82K -$53.5K -24,778 -43%
Northern Trust
13
Northern Trust
Illinois
$68K -$3.17K -1,470 -5%
VF
14
Virtu Financial
New York
$64K +$55.7K +25,793 New
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$58K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$49K +$3.89K +1,803 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$43K -$2 -1 -0%
BG
18
Bollard Group
Massachusetts
$34K
Fisher Asset Management
19
Fisher Asset Management
Washington
$26K +$22K +10,200 New
Stifel Financial
20
Stifel Financial
Missouri
$25K -$622 -288 -3%
Morgan Stanley
21
Morgan Stanley
New York
$23K -$4.32K -2,000 -18%
LWA
22
Lowe Wealth Advisors
Maryland
$13K
Nisa Investment Advisors
23
Nisa Investment Advisors
Missouri
$12K
TRCT
24
Tower Research Capital (TRC)
New York
$11K +$7.44K +3,447 +334%
UBS Group
25
UBS Group
Switzerland
$5K +$369 +171 +9%