Institutional Ownership Sotherly Hotels Inc. (SOHO)
This table provides information about the institutional ownership of Sotherly Hotels Inc. (SOHO). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 4.57 Million shares, which have been reported (via 13F filing form) to have a value of $8.31 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gator Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,000,187
shares
|
$1.82 Million
0.7% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
687,946
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Feb 13, 2025 Q4 2024 |
628,517
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 34.68%
|
|
|
Repertoire Partners LP
New York, NY |
Feb 14, 2025 Q4 2024 |
474,938
shares
|
$864,387
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
408,625
shares
|
$743,697
0.3% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
405,500
shares
|
$738,010
0.06% of portfolio
|
Q1 2021
Reduced 0.49%
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
323,201
shares
|
$588,225
0.39% of portfolio
|
Q4 2024
Added 21.72%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
181,036
shares
|
$329,485
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
93,019
shares
|
$169,294
0.05% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
82,914
shares
|
$150,903
0.0% of portfolio
|
Q4 2024
Reduced 18.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
59,551
shares
|
$108,382
0.0% of portfolio
|
Q4 2024
Added 18.78%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
35,400
shares
|
$64,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
29,341
shares
|
$53,400
0.0% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
23,508
shares
|
$42,784
0.0% of portfolio
|
Q4 2024
Reduced 8.56%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
18,555
shares
|
$33,770
0.0% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,504
shares
|
$33,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
17,948
shares
|
$32,665
0.0% of portfolio
|
Q2 2022
Added 69.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,650
shares
|
$30,303
0.0% of portfolio
|
Q1 2024
Added 66.5%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
15,606
shares
|
$28,402
0.0% of portfolio
|
Q4 2024
Reduced 28.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
15,150
shares
|
$27,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,120
shares
|
$18,418
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
6,666
shares
|
$12,132
0.0% of portfolio
|
Q2 2024
Reduced 82.86%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,852
shares
|
$8,830
0.0% of portfolio
|
Q2 2020
Added 35.64%
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
4,281
shares
|
$7,791
0.0% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,500
shares
|
$2,730
0.0% of portfolio
|
Q3 2023
New holding
|