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SOHO

Sotherly Hotels

Delisted

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

30 hedge funds and large institutions have $9.54M invested in Sotherly Hotels in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

3% more funds holding

Funds holding: 2930 (+1)

0.12% more ownership

Funds ownership: 26.02%26.14% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $9.99M → $9.54M (-$448K)

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$2.71M +$83.9K +44,350 +3%
GCM
2
Gator Capital Management
Florida
$1.8M +$147K +77,448 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.21M +$44K +23,280 +4%
BA
4
Bard Associates
Illinois
$958K -$2.18K -1,150 -0.2%
SFI
5
SPC Financial Inc
Maryland
$766K
LSV Asset Management
6
LSV Asset Management
Illinois
$271K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$236K +$51.5K +27,212 +28%
Renaissance Technologies
8
Renaissance Technologies
New York
$228K -$11.4K -6,038 -5%
LPL Financial
9
LPL Financial
California
$224K
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$201K -$5.88K -3,111 -3%
PA
11
PSI Advisors
Florida
$166K +$3.78K +2,000 +2%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$106K -$121K -63,813 -53%
Morgan Stanley
13
Morgan Stanley
New York
$93.4K -$60.9K -32,171 -39%
SHA
14
Seneca House Advisors
Virginia
$88.5K +$5.18K +2,740 +6%
BlackRock
15
BlackRock
New York
$81.9K +$9.68K +5,114 +13%
JWCA
16
J.W. Cole Advisors
Florida
$77.3K -$8.51K -4,500 -10%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$71.3K -$399 -211 -0.6%
Citadel Advisors
18
Citadel Advisors
Florida
$65.8K +$19.2K +10,124 +41%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$59K -$2.08K -1,100 -3%
Northern Trust
20
Northern Trust
Illinois
$56.3K
State Street
21
State Street
Massachusetts
$33.9K
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$9.17K
TWD
23
True Wealth Design
Ohio
$8.09K
UBS Group
24
UBS Group
Switzerland
$7.55K +$3.58K +1,890 +90%
PA
25
Parallel Advisors
California
$2.83K +$2.84K +1,500 New