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SOHO

Sotherly Hotels

Delisted

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

25 hedge funds and large institutions have $3.17M invested in Sotherly Hotels in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.94% less ownership

Funds ownership: 22.88%21.94% (-0.94%)

7% less funds holding

Funds holding: 2725 (-2)

25% less capital invested

Capital invested by funds: $4.23M → $3.17M (-$1.06M)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
25
Holders Change
-2
Holders Change %
-7.41%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
5
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$865K +$140K +169,960 +17%
GI
2
GAMCO Investors
Connecticut
$618K +$171K +207,283 +33%
Vanguard Group
3
Vanguard Group
Pennsylvania
$483K +$1.68K +2,041 +0.3%
SFI
4
SPC Financial Inc
Maryland
$300K
BA
5
Bard Associates
Illinois
$285K -$1.23K -1,500 -0.4%
TDC
6
Thompson Davis & Co
Virginia
$212K -$30K -36,500 -11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$118K -$10.4K -12,601 -7%
PA
8
PSI Advisors
Florida
$68.8K
Renaissance Technologies
9
Renaissance Technologies
New York
$59.5K -$1.97K -2,400 -3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$31.1K -$12.5K -15,180 -25%
UBS Group
11
UBS Group
Switzerland
$27.4K +$17.6K +21,382 +137%
Northern Trust
12
Northern Trust
Illinois
$21.7K
Citadel Advisors
13
Citadel Advisors
Florida
$17.1K +$20.1K +24,446 New
Morgan Stanley
14
Morgan Stanley
New York
$13.7K -$20 -24 -0.1%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$13K -$4.53K -5,500 -23%
State Street
16
State Street
Massachusetts
$12.6K
Raymond James Financial
17
Raymond James Financial
Florida
$11.2K
Nisa Investment Advisors
18
Nisa Investment Advisors
Missouri
$3.4K
TWD
19
True Wealth Design
Ohio
$3K
CFD
20
Creative Financial Designs
Indiana
$1.05K
Osaic Holdings
21
Osaic Holdings
Arizona
$1.04K +$1.15K +1,400 New
CSC
22
Caldwell Sutter Capital
California
$973
Bank of America
23
Bank of America
North Carolina
$104 +$5 +6 +4%
JP Morgan Chase
24
JP Morgan Chase
New York
$25 -$2 -3 -8%
Wells Fargo
25
Wells Fargo
California
$1