Institutional Ownership Sotherly Hotels Inc. (SOHO)
This table provides information about the institutional ownership of Sotherly Hotels Inc. (SOHO). We have compiled data on the 28 institutions that hold shares in the stock, with a total of 3.61 Million shares, which have been reported (via 13F filing form) to have a value of $6.56 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
859,249
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
833,064
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.04%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
732,802
shares
|
$1.33 Million
0.35% of portfolio
|
Q3 2025
Reduced 26.94%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
405,500
shares
|
$738,010
0.06% of portfolio
|
Q1 2021
Reduced 0.49%
|
|
|
Thompson Davis & Co., Inc.
|
Nov 05, 2025 Q3 2025 |
232,901
shares
|
$423,879
0.28% of portfolio
|
Q3 2025
Reduced 13.61%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
166,943
shares
|
$303,836
0.0% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
97,023
shares
|
$176,581
0.05% of portfolio
|
Q3 2025
Reduced 26.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
83,314
shares
|
$151,631
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
30,887
shares
|
$56,214
0.0% of portfolio
|
Q3 2025
Reduced 49.75%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
28,607
shares
|
$52,064
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
17,948
shares
|
$32,665
0.0% of portfolio
|
Q2 2022
Added 69.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,650
shares
|
$30,303
0.0% of portfolio
|
Q1 2024
Added 66.5%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
16,643
shares
|
$30,290
0.0% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
15,216
shares
|
$27,693
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
14,250
shares
|
$25,935
0.0% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
12,739
shares
|
$23,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,764
shares
|
$19,590
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
10,120
shares
|
$18,418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,666
shares
|
$12,132
0.0% of portfolio
|
Q2 2024
Reduced 82.86%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
4,852
shares
|
$8,830
0.0% of portfolio
|
Q2 2020
Added 35.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
4,281
shares
|
$7,791
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,500
shares
|
$2,730
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,400
shares
|
$2,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
1,315
shares
|
$2,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
305
shares
|
$555
0.0% of portfolio
|
Q3 2025
Added 16.86%
|
|