Sotherly Hotels (SOHO)

• Market cap: $13.9M
• 1 day: 1.45%
• 5 days: 2.62%
• 1 month: -13.59%
• 3 months: -26.32%
• 6 months: -40.68%
• Year to date: -26.32%
• 1 year: -50.35%
• 5 years: -51.39%
• 10 years: -90.96%
• Sector: Real Estate
• Industry: Diversified REIT

About: Sotherly Hotels Inc is engaged in Hotel operations. The company is a self-managed and self-administered lodging real estate investment trust that was formed to own, acquire, renovate, and reposition full-service, upscale, and upper-upscale hotel properties located in primary markets in the mid-Atlantic and southern United States. It generates revenue through the rooms, food, beverage, and other services. Geographically, the group has its presence in the regions of Florida, Georgia, Indiana, Maryland, North Carolina, Pennsylvania, Texas, and Virginia.

Employees: 9

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3.12% more ownership

Funds ownership: 19.76% [Q3] → 22.88% (+3.12%) [Q4]

0% more funds holding

Funds holding: 27 [Q3] → 27 (+0) [Q4]

11% less capital invested

Capital invested by funds: $4.75M [Q3] → $4.23M (-$516K) [Q4]

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10