Sotherly HotelsSOHO
13F holders, Q1 2024 (March 31)31holders
2famous investors
$1.45avg. 13F price*
At the end of Q1 2024, 31 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings. The largest holders were Gator Capital Management, LLC ($1.4M), Vanguard Group Inc. ($979K) and Bard Associates Inc. ($721K). 2 famous investors held it, including 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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 4 | $110K |
Ownership 31 holders
| Gator Capital Management, LLC | 0.71% | No change | 954,804 | $1.4M |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 675,428 | $979K |
| Bard Associates Inc. | 0.26% | Reduce -0.9% | 497,055 | $721K |
| SPC Financial, Inc. | 0.06% | No change | 405,500 | $588K |
| Thompson Davis & Co., Inc. | 0.28% | Reduce -50.4% | 287,004 | $416K |
| Susquehanna International Group, LLP | 0.00% | Add +29.1% | 152,840 | $222K |
| Geode Capital Management, LLC | 0.00% | Add +1.6% | 128,510 | $186K |
| PSI Advisors, LLC | 0.06% | Add +11.3% | 117,519 | $170K |
| Renaissance Technologies | 0.00% | Reduce -19.3% | 89,434 | $130K |
| Dimensional Fund Advisors LP | 0.00% | No change | 74,548 | $108K |
| Seneca House Advisors | 0.03% | No change | 54,752 | $79K |
| Citadel Advisors | 0.00% | Add +29.8% | 45,887 | $67K |
| BlackRock Inc. | 0.00% | Reduce -4.3% | 38,883 | $56K |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 29,842 | $43K |
| Northern Trust Corp. | 0.00% | Reduce -0.4% | 29,369 | $43K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 28,208 | $41K |
| Morgan Stanley | 0.00% | Reduce -8.9% | 27,170 | $39K |
| State Street Corp. | 0.00% | No change | 17,948 | $26K |
| Raymond James & Associates | 0.00% | Add +66.5% | 16,650 | $24K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,852 | $7K |
| True Wealth Design, LLC | 0.00% | No change | 4,282 | $6K |
| UBS Group AG | 0.00% | Reduce -26.6% | 3,345 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,500 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,315 | $2K |
| Rhumbline Advisers | 0.00% | No change | 533 | $772 |
| Federated Hermes, Inc. | 0.00% | Reduce -59.3% | 418 | $606 |
| Wells Fargo & Company | 0.00% | Add +1.5% | 132 | $191 |
| JPMorgan Chase & Co. | 0.00% | Add +46.4% | 41 | $59 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.6% | 38 | $55 |
| Qube Research & Technologies Ltd | 0.00% | No change | 2 | $3 |
| Royal Bank of Canada | 0.00% | Reduce -67.5% | 51 | $0 |
"% of holder's portfolio" is SOHO's weight in each manager's 13F, not the share of Sotherly Hotels Inc. the manager owns.