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SOHO

Sotherly Hotels

Delisted

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

32 hedge funds and large institutions have $8.02M invested in Sotherly Hotels in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

7% more funds holding

Funds holding: 3032 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.53% less ownership

Funds ownership: 26.14%24.61% (-1.5%)

16% less capital invested

Capital invested by funds: $9.54M → $8.02M (-$1.52M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
32
Holders Change
+2
Holders Change %
+6.67%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
1
Thompson Davis & Co
Virginia
$2.21M -$255K -127,487 -9%
GCM
2
Gator Capital Management
Florida
$1.61M
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.13M +$54.2K +27,062 +4%
BA
4
Bard Associates
Illinois
$860K +$9.94K +4,965 +1%
SFI
5
SPC Financial Inc
Maryland
$685K
LSV Asset Management
6
LSV Asset Management
Illinois
$241K
Geode Capital Management
7
Geode Capital Management
Massachusetts
$213K +$3.41K +1,702 +1%
Renaissance Technologies
8
Renaissance Technologies
New York
$209K +$5.68K +2,836 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$169K -$11.8K -5,908 -6%
PA
10
PSI Advisors
Florida
$148K -$1K -500 -0.6%
SHA
11
Seneca House Advisors
Virginia
$93.7K +$21.4K +10,702 +23%
JWCA
12
J.W. Cole Advisors
Florida
$77.1K +$9.41K +4,700 +11%
BlackRock
13
BlackRock
New York
$69.4K -$4.47K -2,231 -5%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$62.4K -$1.58K -788 -2%
Morgan Stanley
15
Morgan Stanley
New York
$60.2K -$27.6K -13,791 -28%
Northern Trust
16
Northern Trust
Illinois
$50.3K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$50K -$3K -1,500 -5%
State Street
18
State Street
Massachusetts
$30.2K
Jane Street
19
Jane Street
New York
$24.8K +$29.4K +14,668 New
Nisa Investment Advisors
20
Nisa Investment Advisors
Missouri
$8.15K
TWD
21
True Wealth Design
Ohio
$7.24K
UBS Group
22
UBS Group
Switzerland
$3.56K -$3.78K -1,890 -47%
CFD
23
Creative Financial Designs
Indiana
$2.52K +$3K +1,500 New
CSC
24
Caldwell Sutter Capital
California
$2.22K
Federated Hermes
25
Federated Hermes
Pennsylvania
$1.81K +$508 +254 +31%