Sotherly HotelsSOHO
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 32 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, up 1 from Q1 2024. 2 opened new positions and 1 sold out. The largest holders were Gator Capital Management, LLC ($1.1M), Vanguard Group Inc. ($777K) and Bard Associates Inc. ($567K). 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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $425K |
| Exits | 1 | $43K |
All 13F filers, Q1 2024 → Q2 2024: 578,921 shares bought and 191,234 shares sold, net +387,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 32 holders
| Gator Capital Management, LLC | 0.56% | No change | 954,804 | $1.1M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 675,874 | $777K |
| Bard Associates Inc. | 0.22% | Reduce -0.8% | 493,205 | $567K |
| SPC Financial, Inc. | 0.04% | No change | 405,500 | $466K |
| GAMCO Investors | 0.00% | New | 369,000 | $424K |
| Thompson Davis & Co., Inc. | 0.27% | Reduce -6.4% | 268,535 | $309K |
| UBS Group AG | 0.00% | Add +5601.0% | 190,697 | $219K |
| Geode Capital Management, LLC | 0.00% | Add +16.5% | 149,713 | $172K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.5% | 109,317 | $126K |
| PSI Advisors, LLC | 0.03% | Reduce -23.0% | 90,519 | $104K |
| Renaissance Technologies | 0.00% | Reduce -9.0% | 81,414 | $94K |
| Dimensional Fund Advisors LP | 0.00% | No change | 74,548 | $86K |
| Citadel Advisors | 0.00% | Reduce -4.9% | 43,645 | $50K |
| Seneca House Advisors | 0.02% | Reduce -35.5% | 35,300 | $41K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 29,341 | $34K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.9% | 25,708 | $30K |
| Morgan Stanley | 0.00% | Reduce -13.8% | 23,417 | $27K |
| State Street Corp. | 0.00% | No change | 17,948 | $21K |
| Raymond James & Associates | 0.00% | No change | 16,650 | $19K |
| BlackRock Inc. | 0.00% | Reduce -82.9% | 6,666 | $8K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,852 | $6K |
| True Wealth Design, LLC | 0.00% | No change | 4,282 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,500 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,315 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1607.9% | 649 | $746 |
| Rhumbline Advisers | 0.00% | No change | 533 | $612 |
| Federated Hermes, Inc. | 0.00% | Reduce -49.5% | 211 | $243 |
| Bank of America Corp. | 0.00% | New | 137 | $158 |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 44 | $51 |
| Qube Research & Technologies Ltd | 0.00% | No change | 2 | $2 |
| Wells Fargo & Company | 0.00% | Reduce -99.2% | 1 | $1 |
| Royal Bank of Canada | 0.00% | Add +331.4% | 220 | $0 |
"% of holder's portfolio" is SOHO's weight in each manager's 13F, not the share of Sotherly Hotels Inc. the manager owns.