# SOTHERLY HOTELS INC (SOHO)

> Institutional ownership reported to the SEC as of Q4 2025, from Form 13F filings. Source: https://holderbook.com/stocks/SOHO/

- Reporting holders: 28
- Reported value: $8.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GAMCO INVESTORS, INC. ET AL](https://holderbook.com/funds/807249-gamco-investors-inc-et-al/) | $1.8M | 859,249 | 0.0% | 7 |
| [Cygnus Capital Advisors, LLC](https://holderbook.com/funds/2114319-cygnus-capital-advisors-llc/) | $1.8M | 850,119 | 1.3% | 1 |
| [VANGUARD GROUP INC](https://holderbook.com/funds/102909-vanguard-group-inc/) | $1.6M | 734,948 | 0.0% | 29 |
| [AlphaCore Capital LLC](https://holderbook.com/funds/1713662-alphacore-capital-llc/) | $677.2K | 315,000 | 0.0% | 1 |
| [PenderFund Capital Management Ltd.](https://holderbook.com/funds/1706164-penderfund-capital-management-ltd/) | $397.3K | 184,798 | 0.1% | 1 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1214717-geode-capital-management-llc/) | $355.0K | 165,055 | 0.0% | 29 |
| [JBF Capital, Inc.](https://holderbook.com/funds/1483864-jbf-capital-inc/) | $215.0K | 100,000 | 0.0% | 1 |
| [STATE STREET CORP](https://holderbook.com/funds/93751-state-street-corp/) | $175.1K | 81,448 | 0.0% | 16 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $165.4K | 76,949 | 0.0% | 33 |
| [OXFORD ASSET MANAGEMENT LLP](https://holderbook.com/funds/1438284-oxford-asset-management-llp/) | $129.0K | 60,000 | 0.0% | 1 |
| [PRELUDE CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1387508-prelude-capital-management-llc/) | $116.2K | 54,052 | 0.0% | 1 |
| [RENAISSANCE TECHNOLOGIES LLC](https://holderbook.com/funds/1037389-renaissance-technologies-llc/) | $111.2K | 51,714 | 0.0% | 29 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $80.1K | 37,254 | 0.0% | 9 |
| [NORTHERN TRUST CORP](https://holderbook.com/funds/73124-northern-trust-corp/) | $79.7K | 37,048 | 0.0% | 29 |
| [Virtu Financial LLC](https://holderbook.com/funds/1533964-virtu-financial-llc/) | $69.0K | 31,986 | 0.0% | 2 |
| [CSS LLC/IL](https://holderbook.com/funds/1103646-css-llc-il/) | $48.4K | 22,500 | 0.0% | 1 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $43.3K | 20,136 | 0.0% | 1 |
| [XTX Topco Ltd](https://holderbook.com/funds/1828301-xtx-topco-ltd/) | $34.8K | 16,199 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $30.7K | 14,274 | 0.0% | 29 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $30.4K | 14,150 | 0.0% | 5 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $26.3K | 12,250 | 0.0% | 1 |
| [THOMPSON DAVIS & CO., INC.](https://holderbook.com/funds/1017284-thompson-davis-co-inc/) | $25.8K | 12,000 | 0.0% | 17 |
| [NISA INVESTMENT ADVISORS, LLC](https://holderbook.com/funds/937615-nisa-investment-advisors-llc/) | $5.6K | 2,608 | 0.0% | 28 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $3.2K | 1,500 | 0.0% | 10 |
| [CALDWELL SUTTER CAPITAL, INC.](https://holderbook.com/funds/702007-caldwell-sutter-capital-inc/) | $2.8K | 1,315 | 0.0% | 13 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2025 | 28 | $8.1M |
| Q3 2025 | 25 | $2.9M |
| Q2 2025 | 23 | $3.8M |
| Q1 2025 | 25 | $3.2M |
| Q4 2024 | 27 | $4.2M |
| Q3 2024 | 26 | $4.7M |
| Q2 2024 | 31 | $4.7M |
| Q1 2024 | 30 | $5.4M |
| Q4 2023 | 34 | $6.0M |
| Q3 2023 | 31 | $8.0M |
| Q2 2023 | 29 | $9.5M |
| Q1 2023 | 29 | $10.0M |