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SOHO

Sotherly Hotels

Delisted

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

27 hedge funds and large institutions have $8.79M invested in Sotherly Hotels in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $6.4M → $8.79M (+$2.38M)

0.56% less ownership

Funds ownership: 17.23%16.67% (-0.56%)

4% less funds holding

Funds holding: 2827 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

56% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 9

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.54M
SFI
2
SPC Financial Inc
Maryland
$1.41M -$6.66K -2,000 -0.5%
CIBC World Market
3
CIBC World Market
Ontario, Canada
$902K
Renaissance Technologies
4
Renaissance Technologies
New York
$820K -$57.3K -17,200 -7%
LSV Asset Management
5
LSV Asset Management
Illinois
$699K
BA
6
Bard Associates
Illinois
$628K +$16.6K +5,000 +3%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$391K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$205K
BlackRock
9
BlackRock
New York
$174K -$51K -15,316 -23%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$153K -$11.3K -3,381 -7%
Squarepoint
11
Squarepoint
New York
$147K -$6.17K -1,854 -4%
IFG
12
Independent Financial Group
California
$120K +$115K +34,500 New
Citadel Advisors
13
Citadel Advisors
Florida
$104K +$99.4K +29,863 New
Northern Trust
14
Northern Trust
Illinois
$83K -$10.7K -3,222 -12%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$81K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$69K +$499 +150 +0.8%
BG
17
Bollard Group
Massachusetts
$48K
VF
18
Virtu Financial
New York
$46K -$41.7K -12,518 -49%
Osaic Holdings
19
Osaic Holdings
Arizona
$45K -$14.4K -4,325 -25%
Stifel Financial
20
Stifel Financial
Missouri
$35K
Morgan Stanley
21
Morgan Stanley
New York
$34K +$1.39K +416 +4%
Barclays
22
Barclays
United Kingdom
$19K +$18.6K +5,591 New
LWA
23
Lowe Wealth Advisors
Maryland
$18K
UBS Group
24
UBS Group
Switzerland
$8K +$443 +133 +6%
Wells Fargo
25
Wells Fargo
California
$5K