We are live on ! Find out more
SOHO

Sotherly Hotels

Delisted

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

23 hedge funds and large institutions have $5.18M invested in Sotherly Hotels in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 8

0.33% less ownership

Funds ownership: 16.78%16.45% (-0.33%)

15% less funds holding

Funds holding: 2723 (-4)

15% less capital invested

Capital invested by funds: $6.09M → $5.18M (-$908K)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
23
Holders Change
-4
Holders Change %
-14.81%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
8
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$1.45M +$102K +54,955 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.03M -$20.9K -11,280 -2%
SFI
3
SPC Financial Inc
Maryland
$706K
BA
4
Bard Associates
Illinois
$477K
LSV Asset Management
5
LSV Asset Management
Illinois
$339K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$191K -$4.99K -2,694 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$170K +$15.3K +8,282 +9%
PA
8
PSI Advisors
Florida
$143K +$12.8K +6,905 +9%
Morgan Stanley
9
Morgan Stanley
New York
$127K +$59K +31,851 +77%
Renaissance Technologies
10
Renaissance Technologies
New York
$107K +$24K +12,932 +27%
BlackRock
11
BlackRock
New York
$85K +$2.53K +1,366 +3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$72K -$7.24K -3,910 -9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$66K -$380 -205 -0.5%
JWCA
14
J.W. Cole Advisors
Florida
$52K -$2.31K -1,250 -4%
Northern Trust
15
Northern Trust
Illinois
$41K
TRCT
16
Tower Research Capital (TRC)
New York
$38K -$1.99K -1,075 -5%
Millennium Management
17
Millennium Management
New York
$38K +$40.5K +21,852 New
State Street
18
State Street
Massachusetts
$31K +$13.6K +7,345 +69%
Nisa Investment Advisors
19
Nisa Investment Advisors
Missouri
$8K
UBS Group
20
UBS Group
Switzerland
$3K -$14K -7,576 -79%
Wells Fargo
21
Wells Fargo
California
$3K +$30 +16 +1%
US Bancorp
22
US Bancorp
Minnesota
$2K
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$612 -$15 -8 -2%
Squarepoint
24
Squarepoint
New York
-$68K -33,099 Closed
VF
25
Virtu Financial
New York
-$55K -26,607 Closed