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SOHO

Sotherly Hotels

Delisted

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

35 hedge funds and large institutions have $6.04M invested in Sotherly Hotels in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

9% more funds holding

Funds holding: 3235 (+3)

4.02% less ownership

Funds ownership: 24.61%20.59% (-4%)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

25% less capital invested

Capital invested by funds: $8.02M → $6.04M (-$1.97M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
9
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$1.42M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1M +$11.5K +7,388 +1%
TDC
3
Thompson Davis & Co
Virginia
$861K -$1.13M -727,916 -56%
BA
4
Bard Associates
Illinois
$747K -$16.4K -10,600 -2%
SFI
5
SPC Financial Inc
Maryland
$604K
Geode Capital Management
6
Geode Capital Management
Massachusetts
$189K
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$176K +$184K +118,417 New
Renaissance Technologies
8
Renaissance Technologies
New York
$165K -$20K -12,898 -10%
PA
9
PSI Advisors
Florida
$157K +$27.9K +18,000 +21%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$111K -$40.5K -26,092 -26%
Morgan Stanley
11
Morgan Stanley
New York
$88.8K +$37.2K +24,010 +67%
SHA
12
Seneca House Advisors
Virginia
$81.6K -$4.26K -2,750 -5%
JWCA
13
J.W. Cole Advisors
Florida
$79.9K +$12.5K +8,050 +18%
BlackRock
14
BlackRock
New York
$60.5K -$729 -470 -1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$54.3K -$747 -482 -1%
Citadel Advisors
16
Citadel Advisors
Florida
$52.7K +$54.8K +35,362 New
Northern Trust
17
Northern Trust
Illinois
$43.9K -$459 -296 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$42K -$2.33K -1,500 -5%
VF
19
Virtu Financial
New York
$30K +$31K +19,996 New
State Street
20
State Street
Massachusetts
$26.7K
RJA
21
Raymond James & Associates
Florida
$14.9K +$15.5K +10,000 New
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$7.23K
UBS Group
23
UBS Group
Switzerland
$6.79K +$3.8K +2,449 +116%
TWD
24
True Wealth Design
Ohio
$6.38K
TRCT
25
Tower Research Capital (TRC)
New York
$4.06K +$3.69K +2,380 +696%