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SOHO

Sotherly Hotels

Delisted

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

28 hedge funds and large institutions have $6.25M invested in Sotherly Hotels in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more capital invested

Capital invested by funds: $2.88M → $6.25M (+$3.38M)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

12% more funds holding

Funds holding: 2528 (+3)

0.85% more ownership

Funds ownership: 17.48%18.34% (+0.85%)

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
8
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$1.85M
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.58M -$176K -98,116 -12%
AC
3
AlphaCore Capital
California
$677K +$566K +315,000 New
PCM
4
PenderFund Capital Management
British Columbia, Canada
$397K +$332K +184,798 New
Geode Capital Management
5
Geode Capital Management
Massachusetts
$355K -$3.39K -1,888 -1%
JC
6
JBF Capital
Colorado
$215K +$180K +100,000 New
State Street
7
State Street
Massachusetts
$175K +$114K +63,500 +354%
Morgan Stanley
8
Morgan Stanley
New York
$165K +$108K +60,306 +362%
OAM
9
Oxford Asset Management
United Kingdom
$129K +$108K +60,000 New
PCM
10
Prelude Capital Management
New York
$116K +$97K +54,052 New
Renaissance Technologies
11
Renaissance Technologies
New York
$111K -$56.7K -31,600 -38%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$80.1K +$11.4K +6,367 +21%
Northern Trust
13
Northern Trust
Illinois
$79.7K +$15.2K +8,441 +30%
VF
14
Virtu Financial
New York
$69K +$34.6K +19,247 +151%
CL
15
CSS LLC
Illinois
$48.4K +$40.4K +22,500 New
LPL Financial
16
LPL Financial
California
$43.3K +$36.2K +20,136 New
XT
17
XTX Topco
Cayman Islands
$34.8K +$1.76K +983 +6%
UBS Group
18
UBS Group
Switzerland
$30.7K +$25.1K +13,969 +4,580%
Raymond James Financial
19
Raymond James Financial
Florida
$30.4K -$180 -100 -0.7%
Citadel Advisors
20
Citadel Advisors
Florida
$26.3K +$22K +12,250 New
TDC
21
Thompson Davis & Co
Virginia
$25.8K -$397K -220,901 -95%
Nisa Investment Advisors
22
Nisa Investment Advisors
Missouri
$5.61K -$4.03K -2,244 -46%
CFD
23
Creative Financial Designs
Indiana
$3.23K
CSC
24
Caldwell Sutter Capital
California
$2.83K
CCA
25
Cygnus Capital Advisors
Georgia
$1.83K +$1.53M +850,119 New