Sotherly HotelsSOHO
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 25 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, down 2 from Q4 2024. 2 opened new positions and 4 sold out. The largest holders were Gator Capital Management, LLC ($865K), GAMCO Investors ($618K) and Vanguard Group Inc. ($483K). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $18K |
| Exits | 4 | $502K |
All 13F filers, Q4 2024 → Q1 2025: 426,518 shares bought and 612,670 shares sold, net −186,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Gator Capital Management, LLC | 0.33% | Add +17.0% | 1,170,147 | $865K |
| GAMCO Investors | 0.01% | Add +33.0% | 835,800 | $618K |
| Vanguard Group Inc. | 0.00% | Add +0.3% | 689,987 | $483K |
| SPC Financial, Inc. | 0.03% | No change | 405,500 | $300K |
| Bard Associates Inc. | 0.11% | Reduce -0.4% | 407,125 | $285K |
| Thompson Davis & Co., Inc. | 0.17% | Reduce -11.3% | 286,701 | $212K |
| Geode Capital Management, LLC | 0.00% | Reduce -7.0% | 168,435 | $118K |
| PSI Advisors, LLC | 0.02% | No change | 93,019 | $69K |
| Renaissance Technologies | 0.00% | Reduce -2.9% | 80,514 | $60K |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.5% | 44,371 | $31K |
| UBS Group AG | 0.00% | Add +137.0% | 36,988 | $27K |
| Northern Trust Corp. | 0.00% | No change | 29,341 | $22K |
| Citadel Advisors | 0.00% | New | 24,446 | $17K |
| Morgan Stanley | 0.00% | Reduce -0.1% | 18,531 | $14K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -23.4% | 18,008 | $13K |
| State Street Corp. | 0.00% | No change | 17,948 | $13K |
| Raymond James Financial Inc. | 0.00% | No change | 15,150 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | No change | 4,852 | $3K |
| True Wealth Design, LLC | 0.00% | No change | 4,281 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 1,500 | $1K |
| Osaic Holdings, Inc. | 0.00% | New | 1,400 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 1,315 | $973 |
| Bank of America Corp. | 0.00% | Add +4.4% | 141 | $104 |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.7% | 36 | $25 |
| 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.