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SOHO

Sotherly Hotels

Delisted

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

32 hedge funds and large institutions have $4.69M invested in Sotherly Hotels in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

3% more funds holding

Funds holding: 3132 (+1)

1.95% more ownership

Funds ownership: 18.58%20.53% (+2%)

12% less capital invested

Capital invested by funds: $5.35M → $4.69M (-$661K)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
13
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$1.1M
Vanguard Group
2
Vanguard Group
Pennsylvania
$777K +$588 +446 +0.1%
BA
3
Bard Associates
Illinois
$567K -$5.07K -3,850 -0.8%
SFI
4
SPC Financial Inc
Maryland
$466K
GI
5
GAMCO Investors
Connecticut
$424K +$486K +369,000 New
TDC
6
Thompson Davis & Co
Virginia
$309K -$24.3K -18,469 -6%
UBS Group
7
UBS Group
Switzerland
$219K +$247K +187,352 +5,601%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$172K +$27.9K +21,203 +16%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$126K -$57.4K -43,523 -28%
PA
10
PSI Advisors
Florida
$104K -$35.6K -27,000 -23%
Renaissance Technologies
11
Renaissance Technologies
New York
$93.6K -$10.6K -8,020 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$85.7K
Citadel Advisors
13
Citadel Advisors
Florida
$50.2K -$2.96K -2,242 -5%
SHA
14
Seneca House Advisors
Virginia
$40.6K -$25.6K -19,452 -36%
Northern Trust
15
Northern Trust
Illinois
$33.7K -$37 -28 -0.1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$30K -$3.29K -2,500 -9%
Morgan Stanley
17
Morgan Stanley
New York
$26.9K -$4.95K -3,753 -14%
State Street
18
State Street
Massachusetts
$20.6K
RJA
19
Raymond James & Associates
Florida
$19.1K
BlackRock
20
BlackRock
New York
$7.67K -$42.5K -32,217 -83%
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$5.58K
TWD
22
True Wealth Design
Ohio
$4.92K
CFD
23
Creative Financial Designs
Indiana
$1.73K
CSC
24
Caldwell Sutter Capital
California
$1.51K
TRCT
25
Tower Research Capital (TRC)
New York
$746 +$805 +611 +1,608%