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SOHO

Sotherly Hotels

Delisted

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

23 hedge funds and large institutions have $3.83M invested in Sotherly Hotels in 2025 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $3.17M → $3.83M (+$666K)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

2.27% less ownership

Funds ownership: 21.94%19.67% (-2.3%)

8% less funds holding

Funds holding: 2523 (-2)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
23
Holders Change
-2
Holders Change %
-8%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
7
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gator Capital Management
Florida
$953K -$132K -167,185 -14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$845K +$156K +196,634 +28%
GI
3
GAMCO Investors
Connecticut
$815K +$17.4K +22,000 +3%
SFI
4
SPC Financial Inc
Maryland
$385K
TDC
5
Thompson Davis & Co
Virginia
$256K -$13.5K -17,100 -6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$160K -$390 -493 -0.3%
PA
7
PSI Advisors
Florida
$125K +$30.9K +39,004 +42%
Renaissance Technologies
8
Renaissance Technologies
New York
$76.7K +$158 +200 +0.2%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$58.6K +$13.5K +17,098 +39%
Citadel Advisors
10
Citadel Advisors
Florida
$54.2K +$25.7K +32,458 +133%
Northern Trust
11
Northern Trust
Illinois
$27.9K
State Street
12
State Street
Massachusetts
$17.1K
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$16K -$1.19K -1,500 -8%
Morgan Stanley
14
Morgan Stanley
New York
$15.8K -$1.47K -1,861 -10%
Raymond James Financial
15
Raymond James Financial
Florida
$14.4K
Nisa Investment Advisors
16
Nisa Investment Advisors
Missouri
$4.63K
TWD
17
True Wealth Design
Ohio
$4.08K
CFD
18
Creative Financial Designs
Indiana
$1.43K
Osaic Holdings
19
Osaic Holdings
Arizona
$1.33K
CSC
20
Caldwell Sutter Capital
California
$1.25K
UBS Group
21
UBS Group
Switzerland
$248 -$29.1K -36,727 -99%
Bank of America
22
Bank of America
North Carolina
$162 +$24 +30 +21%
Wells Fargo
23
Wells Fargo
California
$1
BA
24
Bard Associates
Illinois
-$285K -407,125 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$25 -36 Closed