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SOHO

Sotherly Hotels

Delisted

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

27 hedge funds and large institutions have $4.23M invested in Sotherly Hotels in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3.12% more ownership

Funds ownership: 19.76%22.88% (+3.1%)

0% more funds holding

Funds holding: 2727 (0)

11% less capital invested

Capital invested by funds: $4.75M → $4.23M (-$516K)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
5
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$932K +$50.5K +45,383 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$640K -$112 -101 -0%
GI
3
GAMCO Investors
Connecticut
$585K +$180K +161,829 +35%
RP
4
Repertoire Partners
New York
$442K +$529K +474,938 New
BA
5
Bard Associates
Illinois
$381K -$44.1K -39,580 -9%
SFI
6
SPC Financial Inc
Maryland
$378K
TDC
7
Thompson Davis & Co
Virginia
$301K +$64.2K +57,666 +22%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$169K +$4.59K +4,127 +2%
PA
9
PSI Advisors
Florida
$86.6K -$1.11K -1,000 -1%
Renaissance Technologies
10
Renaissance Technologies
New York
$77.2K -$21.1K -19,000 -19%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$55.5K +$10.5K +9,417 +19%
Prudential Financial
12
Prudential Financial
New Jersey
$33K +$39.4K +35,400 New
Northern Trust
13
Northern Trust
Illinois
$27.3K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$22K -$2.45K -2,200 -9%
Morgan Stanley
15
Morgan Stanley
New York
$17.3K -$2.75K -2,472 -12%
Jane Street
16
Jane Street
New York
$17.2K +$20.6K +18,504 New
State Street
17
State Street
Massachusetts
$16.7K
UBS Group
18
UBS Group
Switzerland
$14.5K -$7.02K -6,308 -29%
Raymond James Financial
19
Raymond James Financial
Florida
$14.1K +$16.9K +15,150 New
AWS
20
Atria Wealth Solutions
New York
$9.43K +$11.3K +10,120 New
Nisa Investment Advisors
21
Nisa Investment Advisors
Missouri
$4.52K
TWD
22
True Wealth Design
Ohio
$3.99K -$1 -1 -0%
CFD
23
Creative Financial Designs
Indiana
$1.4K
CSC
24
Caldwell Sutter Capital
California
$1.23K
Bank of America
25
Bank of America
North Carolina
$126 -$76 -68 -33%