Sotherly HotelsSOHO

13F holders, Q3 2025 (September 30)
25holders +2
4new positions
2sold out
2famous investors
$0.80avg. 13F price*

At the end of Q3 2025, 25 institutions reported holding Sotherly Hotels Inc. (SOHO) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were GAMCO Investors ($687K), Vanguard Group Inc. ($675K) and Gator Capital Management, LLC ($586K). 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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions4$39K
Exits2$70K

All 13F filers, Q2 2025 → Q3 2025: 52,932 shares bought and 502,082 shares sold, net −449,150 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 25 holders

GAMCO Investors 0.01% Add +0.2% 859,249 $687K
Vanguard Group Inc. 0.00% Reduce -6.0% 833,064 $675K
Gator Capital Management, LLC 0.15% Reduce -26.9% 732,802 $586K
SPC Financial, Inc. 0.03% No change 405,500 $324K
Thompson Davis & Co., Inc. 0.12% Reduce -13.6% 232,901 $186K
Geode Capital Management, LLC 0.00% Reduce -0.6% 166,943 $135K
PSI Advisors, LLC 0.02% Reduce -26.5% 97,023 $78K
Renaissance Technologies 0.00% Add +3.2% 83,314 $67K
Susquehanna International Group, LLP 0.00% Reduce -49.8% 30,887 $25K
Northern Trust Corp. 0.00% Reduce -2.5% 28,607 $23K
State Street Corp. 0.00% No change 17,948 $15K
Morgan Stanley 0.00% Reduce -0.2% 16,643 $13K
XTX Topco Ltd 0.00% New 15,216 $12K
Raymond James Financial Inc. 0.00% Reduce -5.9% 14,250 $11K
Virtu Financial LLC 0.00% New 12,739 $10K
Two Sigma Securities, LLC 0.00% New 10,764 $9K
PFG Investments, LLC 0.00% New 10,120 $8K
Nisa Investment Advisors, LLC 0.00% No change 4,852 $4K
True Wealth Design, LLC 0.00% No change 4,281 $3K
Creative Financial Designs Inc. 0.00% No change 1,500 $1K
Caldwell Sutter Capital, Inc. 0.00% No change 1,315 $1K
Osaic Holdings, Inc. 0.00% No change 1,400 $1K
UBS Group AG 0.00% Add +16.9% 305 $244
Bank of America Corp. 0.00% Reduce -6.4% 160 $128
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.