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SOHO

Sotherly Hotels

Delisted

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

27 hedge funds and large institutions have $6.09M invested in Sotherly Hotels in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

13% more funds holding

Funds holding: 2427 (+3)

4% more capital invested

Capital invested by funds: $5.89M → $6.09M (+$207K)

0.06% less ownership

Funds ownership: 16.84%16.78% (-0.06%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
9
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$1.6M +$57.1K +25,997 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.25M -$22.7K -10,345 -2%
SFI
3
SPC Financial Inc
Maryland
$835K
BA
4
Bard Associates
Illinois
$565K +$37.9K +17,250 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$401K -$13.4K -6,100 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$231K +$57 +26 +0%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$184K
PA
8
PSI Advisors
Florida
$155K +$78.4K +35,670 +90%
Renaissance Technologies
9
Renaissance Technologies
New York
$100K -$15.7K -7,127 -13%
BlackRock
10
BlackRock
New York
$97K -$5.86K -2,668 -5%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$93K +$5.49K +2,500 +6%
Morgan Stanley
12
Morgan Stanley
New York
$86K +$56.4K +25,657 +163%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$79K
Squarepoint
14
Squarepoint
New York
$68K -$9.07K -4,127 -11%
JWCA
15
J.W. Cole Advisors
Florida
$64K +$6.81K +3,100 +11%
VF
16
Virtu Financial
New York
$55K +$58.5K +26,607 New
Northern Trust
17
Northern Trust
Illinois
$49K
TRCT
18
Tower Research Capital (TRC)
New York
$47K +$6.21K +2,824 +14%
Citadel Advisors
19
Citadel Advisors
Florida
$36K +$38.1K +17,320 New
BG
20
Bollard Group
Massachusetts
$28K
State Street
21
State Street
Massachusetts
$22K +$23.3K +10,603 New
UBS Group
22
UBS Group
Switzerland
$20K +$16.9K +7,676 +403%
Osaic Holdings
23
Osaic Holdings
Arizona
$10K -$6.31K -2,870 -38%
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$10K
US Bancorp
25
US Bancorp
Minnesota
$3K