Sotherly HotelsSOHO
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 27 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 4 sold out. The largest holders were Gator Capital Management, LLC ($932K), Vanguard Group Inc. ($640K) and GAMCO Investors ($585K). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Sotherly Hotels Inc.
- CUSIP
- 83600C103
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $502K |
| Exits | 4 | $152K |
All 13F filers, Q3 2024 → Q4 2024: 817,384 shares bought and 196,386 shares sold, net +620,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Gator Capital Management, LLC | 0.35% | Add +4.8% | 1,000,187 | $932K |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 687,946 | $640K |
| GAMCO Investors | 0.01% | Add +34.7% | 628,517 | $585K |
| Repertoire Partners LP | 0.95% | New | 474,938 | $442K |
| Bard Associates Inc. | 0.13% | Reduce -8.8% | 408,625 | $381K |
| SPC Financial, Inc. | 0.03% | No change | 405,500 | $378K |
| Thompson Davis & Co., Inc. | 0.19% | Add +21.7% | 323,201 | $301K |
| Geode Capital Management, LLC | 0.00% | Add +2.3% | 181,036 | $169K |
| PSI Advisors, LLC | 0.03% | Reduce -1.1% | 93,019 | $87K |
| Renaissance Technologies | 0.00% | Reduce -18.6% | 82,914 | $77K |
| Susquehanna International Group, LLP | 0.00% | Add +18.8% | 59,551 | $55K |
| Prudential Financial Inc. | 0.00% | New | 35,400 | $33K |
| Northern Trust Corp. | 0.00% | No change | 29,341 | $27K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.6% | 23,508 | $22K |
| Morgan Stanley | 0.00% | Reduce -11.8% | 18,555 | $17K |
| Jane Street Group, LLC | 0.00% | New | 18,504 | $17K |
| State Street Corp. | 0.00% | No change | 17,948 | $17K |
| UBS Group AG | 0.00% | Reduce -28.8% | 15,606 | $15K |
| Raymond James Financial Inc. | 0.00% | — | 15,150 | $14K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 10,120 | $9K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,852 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -0.0% | 4,281 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,500 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,315 | $1K |
| Bank of America Corp. | 0.00% | Reduce -33.5% | 135 | $126 |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.9% | 39 | $36 |
| Wells Fargo & Company | 0.00% | No change | 1 | $1 |
"% of holder's portfolio" is SOHO's weight in each manager's 13F, not the share of Sotherly Hotels Inc. the manager owns.