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SOHO

Sotherly Hotels

Delisted

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

29 hedge funds and large institutions have $7.44M invested in Sotherly Hotels in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

43% more capital invested

Capital invested by funds: $5.18M → $7.44M (+$2.25M)

26% more funds holding

Funds holding: 2329 (+6)

5.03% more ownership

Funds ownership: 16.45%21.48% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
29
Holders Change
+6
Holders Change %
+26.09%
% of All Funds
0.5%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$2.08M +$609K +273,747 +33%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.12M
SFI
3
SPC Financial Inc
Maryland
$762K
BA
4
Bard Associates
Illinois
$739K +$265K +118,825 +43%
GCM
5
Gator Capital Management
Florida
$605K +$716K +321,673 New
Renaissance Technologies
6
Renaissance Technologies
New York
$363K +$293K +131,700 +215%
LSV Asset Management
7
LSV Asset Management
Illinois
$270K -$115K -51,500 -26%
LPL Financial
8
LPL Financial
California
$227K +$268K +120,501 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$206K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$183K
PA
11
PSI Advisors
Florida
$154K
Morgan Stanley
12
Morgan Stanley
New York
$124K -$16.7K -7,505 -10%
JWCA
13
J.W. Cole Advisors
Florida
$94K +$43.9K +19,700 +66%
BlackRock
14
BlackRock
New York
$90K -$2.82K -1,267 -3%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$72K -$6.68K -3,000 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$72K
SHA
17
Seneca House Advisors
Virginia
$68K +$80.3K +36,060 New
Northern Trust
18
Northern Trust
Illinois
$44K
TRCT
19
Tower Research Capital (TRC)
New York
$36K -$6.33K -2,844 -13%
State Street
20
State Street
Massachusetts
$34K
Prudential Financial
21
Prudential Financial
New Jersey
$30K +$35.6K +16,000 New
Citadel Advisors
22
Citadel Advisors
Florida
$28K +$32.6K +14,654 New
Jane Street
23
Jane Street
New York
$21K +$24.5K +11,002 New
Nisa Investment Advisors
24
Nisa Investment Advisors
Missouri
$9K
UBS Group
25
UBS Group
Switzerland
$4K -$223 -100 -5%