Sotherly HotelsSOHO

13F holders, Q4 2025 (December 31)
28holders +3
9new positions
6sold out
3famous investors
$2.15avg. 13F price*

At the end of Q4 2025, 28 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, up 3 from Q3 2025. 9 opened new positions and 6 sold out. The largest holders were GAMCO Investors ($1.8M), Cygnus Capital Advisors, LLC ($1.8M) and Vanguard Group Inc. ($1.6M). 3 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Sotherly Hotels Inc.
CUSIP
83600C103
Latest filing quarter
Q4 2025

History

Number of 13F holders

010203040 Q1 2024: 31Q1 2024Q2 2024: 32Q2 2024Q3 2024: 27Q3 2024Q4 2024: 27Q4 2024Q1 2025: 25Q1 2025Q2 2025: 23Q2 2025Q3 2025: 25Q3 2025Q4 2025: 28Q4 2025

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$1.7M
Exits6$685K

All 13F filers, Q3 2025 → Q4 2025: 941,787 shares bought and 1,211,239 shares sold, net −269,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 28 holders

GAMCO Investors 0.02% No change 859,249 $1.8M
Cygnus Capital Advisors, LLC 1.39% — 850,119 $1.8M
Vanguard Group Inc. 0.00% Reduce -11.8% 734,948 $1.6M
AlphaCore Capital LLC 0.02% New 315,000 $677K
PenderFund Capital Management Ltd. 0.15% New 184,798 $397K
Geode Capital Management, LLC 0.00% Reduce -1.1% 165,055 $355K
JBF Capital, Inc. 0.03% New 100,000 $215K
State Street Corp. 0.00% Add +353.8% 81,448 $175K
Morgan Stanley 0.00% Add +362.4% 76,949 $165K
Oxford Asset Management LLP 0.05% New 60,000 $129K
Prelude Capital Management, LLC 0.01% New 54,052 $116K
Renaissance Technologies 0.00% Reduce -37.9% 51,714 $111K
Susquehanna International Group, LLP 0.00% Add +20.6% 37,254 $80K
Northern Trust Corp. 0.00% Add +29.5% 37,048 $80K
Virtu Financial LLC 0.00% Add +151.1% 31,986 $69K
CSS LLC 0.01% New 22,500 $48K
LPL Financial LLC 0.00% New 20,136 $43K
XTX Topco Ltd 0.00% Add +6.5% 16,199 $35K
UBS Group AG 0.00% Add +4580.0% 14,274 $31K
Raymond James Financial Inc. 0.00% Reduce -0.7% 14,150 $30K
Citadel Advisors 0.00% New 12,250 $26K
Thompson Davis & Co., Inc. 0.02% Reduce -94.8% 12,000 $26K
Nisa Investment Advisors, LLC 0.00% Reduce -46.3% 2,608 $6K
Creative Financial Designs Inc. 0.00% No change 1,500 $3K
Caldwell Sutter Capital, Inc. 0.00% No change 1,315 $3K
Fortitude Family Office, LLC 0.00% New 233 $501
Bank of America Corp. 0.00% Add +3.1% 165 $355
Wells Fargo & Company 0.00% No change 1 $2

"% of holder's portfolio" is SOHO's weight in each manager's 13F, not the share of Sotherly Hotels Inc. the manager owns.