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 27 institutions that hold shares in the stock, with a total of 4.05 Million shares, which have been reported (via 13F filing form) to have a value of $7.38 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,002,962
shares
|
$1.83 Million
0.58% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
886,621
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 28.5%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
857,800
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
405,500
shares
|
$738,010
0.06% of portfolio
|
Q1 2021
Reduced 0.49%
|
|
|
Thompson Davis & Co., Inc.
|
Aug 20, 2025 Q2 2025 |
269,601
shares
|
$490,673
0.35% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
167,942
shares
|
$305,654
0.0% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
132,023
shares
|
$240,281
0.12% of portfolio
|
Q2 2025
Added 41.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
80,714
shares
|
$146,899
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
61,469
shares
|
$111,873
0.0% of portfolio
|
Q2 2025
Added 38.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
56,904
shares
|
$103,565
0.0% of portfolio
|
Q2 2025
Added 132.77%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
29,341
shares
|
$53,400
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
17,948
shares
|
$32,665
0.0% of portfolio
|
Q2 2022
Added 69.27%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
16,670
shares
|
$30,339
0.0% of portfolio
|
Q2 2025
Reduced 10.04%
|
|
|
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%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
16,508
shares
|
$30,044
0.0% of portfolio
|
Q2 2025
Reduced 8.33%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
15,150
shares
|
$27,573
0.0% of portfolio
|
Q4 2024
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
|
Jul 31, 2025 Q2 2025 |
4,852
shares
|
$8,830
0.0% of portfolio
|
Q2 2020
Added 35.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
4,281
shares
|
$7,791
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,500
shares
|
$2,730
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,400
shares
|
$2,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
1,315
shares
|
$2,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
261
shares
|
$475
0.0% of portfolio
|
Q2 2025
Reduced 99.29%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
171
shares
|
$311
0.0% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
36
shares
|
$65
0.0% of portfolio
|
Q1 2025
Reduced 7.69%
|