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SOHO

Sotherly Hotels

Delisted

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

27 hedge funds and large institutions have $7.23M invested in Sotherly Hotels in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding

Funds holding: 2727 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.22% less ownership

Funds ownership: 16.67%14.45% (-2.2%)

18% less capital invested

Capital invested by funds: $8.79M → $7.23M (-$1.56M)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.77M -$467K -140,021 -19%
SFI
2
SPC Financial Inc
Maryland
$1.22M
CIBC World Market
3
CIBC World Market
Ontario, Canada
$777K
BA
4
Bard Associates
Illinois
$655K +$126K +37,850 +21%
LSV Asset Management
5
LSV Asset Management
Illinois
$603K
Renaissance Technologies
6
Renaissance Technologies
New York
$410K -$331K -99,156 -42%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$337K
Geode Capital Management
8
Geode Capital Management
Massachusetts
$255K +$87.8K +26,332 +45%
Squarepoint
9
Squarepoint
New York
$206K +$87.4K +26,214 +62%
BlackRock
10
BlackRock
New York
$151K +$1.95K +585 +1%
PCIA
11
Prime Capital Investment Advisors
Kansas
$136K +$151K +45,411 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$115K -$18.4K -5,527 -13%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$114K +$59.9K +17,963 +90%
IFG
14
Independent Financial Group
California
$96K -$8.33K -2,500 -7%
Northern Trust
15
Northern Trust
Illinois
$71K
TRCT
16
Tower Research Capital (TRC)
New York
$58K +$63.6K +19,079 New
TSS
17
Two Sigma Securities
New York
$47K +$51.9K +15,564 New
BG
18
Bollard Group
Massachusetts
$41K
Two Sigma Investments
19
Two Sigma Investments
New York
$40K +$45K +13,487 New
Osaic Holdings
20
Osaic Holdings
Arizona
$39K
Stifel Financial
21
Stifel Financial
Missouri
$30K
Morgan Stanley
22
Morgan Stanley
New York
$29K -$87 -26 -0.3%
LWA
23
Lowe Wealth Advisors
Maryland
$16K
UBS Group
24
UBS Group
Switzerland
$11K +$5.3K +1,591 +72%
Wells Fargo
25
Wells Fargo
California
$5K +$3 +1 +0.1%