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SOHO

Sotherly Hotels

Delisted

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

24 hedge funds and large institutions have $5.89M invested in Sotherly Hotels in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

9% more capital invested

Capital invested by funds: $5.4M → $5.89M (+$491K)

4.2% more ownership

Funds ownership: 12.64%16.84% (+4.2%)

4% less funds holding

Funds holding: 2524 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
6
Reduced
5
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$1.57M +$1.78M +753,345 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.29M +$57.4K +24,317 +4%
SFI
3
SPC Financial Inc
Maryland
$847K
BA
4
Bard Associates
Illinois
$537K +$47.6K +20,150 +9%
LSV Asset Management
5
LSV Asset Management
Illinois
$420K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$235K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$187K
Renaissance Technologies
8
Renaissance Technologies
New York
$116K +$15.3K +6,495 +13%
BlackRock
9
BlackRock
New York
$104K +$6.33K +2,682 +6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$89K -$8.75K -3,706 -8%
PA
11
PSI Advisors
Florida
$83K +$16.2K +6,878 +21%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80K
Squarepoint
13
Squarepoint
New York
$78K -$44.4K -18,779 -34%
JWCA
14
J.W. Cole Advisors
Florida
$59K +$66.6K +28,200 New
Northern Trust
15
Northern Trust
Illinois
$50K -$293 -124 -0.5%
TRCT
16
Tower Research Capital (TRC)
New York
$42K -$2.34K -989 -5%
Morgan Stanley
17
Morgan Stanley
New York
$33K +$13.8K +5,841 +59%
BG
18
Bollard Group
Massachusetts
$29K
Osaic Holdings
19
Osaic Holdings
Arizona
$16K
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
$10K
UBS Group
21
UBS Group
Switzerland
$4K -$3.08K -1,303 -41%
Wells Fargo
22
Wells Fargo
California
$3K
US Bancorp
23
US Bancorp
Minnesota
$3K +$2.99K +1,265 New
Citadel Advisors
24
Citadel Advisors
Florida
-$107K -41,835 Closed
GSEP
25
Golden State Equity Partners
California
-$99K -38,500 Closed