Sotherly HotelsSOHO
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 27 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, down 5 from Q2 2024. 1 opened new positions and 5 sold out. The largest holders were Gator Capital Management, LLC ($1.2M), Vanguard Group Inc. ($833K) and GAMCO Investors ($565K). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 5 | $2K |
All 13F filers, Q2 2024 → Q3 2024: 161,294 shares bought and 307,984 shares sold, net −146,690 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Gator Capital Management, LLC | 0.51% | No change | 954,804 | $1.2M |
| Vanguard Group Inc. | 0.00% | Add +1.8% | 688,047 | $833K |
| GAMCO Investors | 0.01% | Add +26.5% | 466,688 | $565K |
| Bard Associates Inc. | 0.18% | Reduce -9.1% | 448,205 | $542K |
| SPC Financial, Inc. | 0.04% | No change | 405,500 | $491K |
| Thompson Davis & Co., Inc. | 0.24% | Reduce -1.1% | 265,535 | $321K |
| Geode Capital Management, LLC | 0.00% | Add +18.2% | 176,909 | $214K |
| Renaissance Technologies | 0.00% | Add +25.2% | 101,914 | $123K |
| PSI Advisors, LLC | 0.03% | Add +3.9% | 94,019 | $114K |
| Dimensional Fund Advisors LP | 0.00% | Reduce -6.9% | 69,421 | $84K |
| Susquehanna International Group, LLP | 0.00% | Reduce -54.1% | 50,134 | $61K |
| Seneca House Advisors | 0.02% | Reduce -10.2% | 31,700 | $38K |
| Northern Trust Corp. | 0.00% | No change | 29,341 | $36K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | No change | 25,708 | $31K |
| Citadel Advisors | 0.00% | Reduce -44.2% | 24,362 | $29K |
| UBS Group AG | 0.00% | Reduce -88.5% | 21,914 | $27K |
| Morgan Stanley | 0.00% | Reduce -10.2% | 21,027 | $25K |
| State Street Corp. | 0.00% | No change | 17,948 | $22K |
| Raymond James & Associates | 0.00% | No change | 16,650 | $20K |
| 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 |
| Bank of America Corp. | 0.00% | Add +48.2% | 203 | $245 |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.8% | 41 | $50 |
| Wells Fargo & Company | 0.00% | No change | 1 | $1 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 171 | $0 |
"% of holder's portfolio" is SOHO's weight in each manager's 13F, not the share of Sotherly Hotels Inc. the manager owns.