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 4.38 Million shares, which have been reported (via 13F filing form) to have a value of $7.97 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,170,147
shares
|
$2.13 Million
0.83% of portfolio
|
Q1 2025
Added 16.99%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
May 14, 2025 Q1 2025 |
835,800
shares
|
$1.52 Million
0.02% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
689,987
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
407,125
shares
|
$740,967
0.32% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
405,500
shares
|
$738,010
0.07% of portfolio
|
Q1 2021
Reduced 0.49%
|
|
|
Thompson Davis & Co., Inc.
|
May 13, 2025 Q1 2025 |
286,701
shares
|
$521,795
0.42% of portfolio
|
Q1 2025
Reduced 11.29%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
168,435
shares
|
$306,551
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
93,019
shares
|
$169,294
0.06% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
80,514
shares
|
$146,535
0.0% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
44,371
shares
|
$80,755
0.0% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
36,988
shares
|
$67,318
0.0% of portfolio
|
Q1 2025
Added 137.01%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
29,341
shares
|
$53,400
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,446
shares
|
$44,491
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
18,531
shares
|
$33,726
0.0% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
18,008
shares
|
$32,774
0.0% of portfolio
|
Q1 2025
Reduced 23.4%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 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
|
Apr 30, 2025 Q1 2025 |
4,852
shares
|
$8,830
0.0% of portfolio
|
Q2 2020
Added 35.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
4,281
shares
|
$7,791
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,500
shares
|
$2,730
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,400
shares
|
$2,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
1,315
shares
|
$2,393
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
141
shares
|
$256
0.0% of portfolio
|
Q1 2025
Added 4.44%
|