Sotherly HotelsSOHO

13F holders, Q2 2025 (June 30)
23holders −2
0new positions
2sold out
3famous investors
$0.95avg. 13F price*

At the end of Q2 2025, 23 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, down 2 from Q1 2025. 0 opened new positions and 2 sold out. The largest holders were Gator Capital Management, LLC ($953K), Vanguard Group Inc. ($845K) and GAMCO Investors ($815K). 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

010203040 Q1 2024: 31Q1 2024Q2 2024: 32Q2 2024Q3 2024: 27Q3 2024Q4 2024: 27Q4 2024Q1 2025: 25Q1 2025Q2 2025: 23Q2 2025Q3 2025: 25Q3 2025Q4 2025: 28Q4 2025

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions0$0
Exits2$285K

All 13F filers, Q1 2025 → Q2 2025: 307,424 shares bought and 632,027 shares sold, net −324,603 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

Gator Capital Management, LLC 0.30% Reduce -14.3% 1,002,962 $953K
Vanguard Group Inc. 0.00% Add +28.5% 886,621 $845K
GAMCO Investors 0.01% Add +2.6% 857,800 $815K
SPC Financial, Inc. 0.03% No change 405,500 $385K
Thompson Davis & Co., Inc. 0.17% Reduce -6.0% 269,601 $256K
Geode Capital Management, LLC 0.00% Reduce -0.3% 167,942 $160K
PSI Advisors, LLC 0.06% Add +41.9% 132,023 $125K
Renaissance Technologies 0.00% Add +0.3% 80,714 $77K
Susquehanna International Group, LLP 0.00% Add +38.5% 61,469 $59K
Citadel Advisors 0.00% Add +132.8% 56,904 $54K
Northern Trust Corp. 0.00% No change 29,341 $28K
State Street Corp. 0.00% No change 17,948 $17K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -8.3% 16,508 $16K
Morgan Stanley 0.00% Reduce -10.0% 16,670 $16K
Raymond James Financial Inc. 0.00% No change 15,150 $14K
Nisa Investment Advisors, LLC 0.00% No change 4,852 $5K
True Wealth Design, LLC 0.00% No change 4,281 $4K
Creative Financial Designs Inc. 0.00% No change 1,500 $1K
Osaic Holdings, Inc. 0.00% No change 1,400 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 1,315 $1K
UBS Group AG 0.00% Reduce -99.3% 261 $248
Bank of America Corp. 0.00% Add +21.3% 171 $162
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.