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SOHO

Sotherly Hotels

Delisted

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

25 hedge funds and large institutions have $5.4M invested in Sotherly Hotels in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.81% less ownership

Funds ownership: 14.45%12.64% (-1.8%)

7% less funds holding

Funds holding: 2725 (-2)

25% less capital invested

Capital invested by funds: $7.23M → $5.4M (-$1.84M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
5
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.51M
SFI
2
SPC Financial Inc
Maryland
$1.04M
BA
3
Bard Associates
Illinois
$606K +$46.7K +18,675 +9%
LSV Asset Management
4
LSV Asset Management
Illinois
$514K
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$288K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$229K +$10.7K +4,274 +5%
Squarepoint
7
Squarepoint
New York
$143K -$31.4K -12,543 -18%
Renaissance Technologies
8
Renaissance Technologies
New York
$125K -$219K -87,545 -64%
BlackRock
9
BlackRock
New York
$122K -$7.87K -3,150 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$119K +$21.5K +8,600 +23%
Citadel Advisors
11
Citadel Advisors
Florida
$107K +$105K +41,835 New
GSEP
12
Golden State Equity Partners
California
$99K +$96.2K +38,500 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$98K
PA
14
PSI Advisors
Florida
$84K +$81.5K +32,622 New
IFG
15
Independent Financial Group
California
$79.4K -$2.5K -1,000 -3%
Northern Trust
16
Northern Trust
Illinois
$61K
TRCT
17
Tower Research Capital (TRC)
New York
$54K +$5.3K +2,119 +11%
BG
18
Bollard Group
Massachusetts
$35K
Stifel Financial
19
Stifel Financial
Missouri
$26K
Morgan Stanley
20
Morgan Stanley
New York
$25K +$222 +89 +0.9%
Osaic Holdings
21
Osaic Holdings
Arizona
$19K -$13.4K -5,375 -42%
UBS Group
22
UBS Group
Switzerland
$8K -$1.48K -593 -16%
Wells Fargo
23
Wells Fargo
California
$4K -$17 -7 -0.4%
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$12
CIBC World Market
25
CIBC World Market
Ontario, Canada
-$777K -259,114 Closed