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Sotherly Hotels (SOHO) Institutional Ownership

Sotherly Hotels logo

Institutional Ownership Changes (13F Filings) for Sotherly Hotels (NASDAQ:SOHO)

Current
Institutional Ownership
Percentage
27.54%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$1.67M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$987.90K
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SOHO Institutional Buying and Selling by Quarter

Sotherly Hotels Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/23/2026 Virtu Financial LLC31,986$69K0.0%+151.1%0.156%
2/17/2026 PenderFund Capital Management Ltd.184,798$397K0.1%N/A0.902%
2/13/2026 State Street Corp81,448$175K0.0%+353.8%0.398%
2/12/2026 Renaissance Technologies LLC51,714$111K0.0%-37.9%0.252%
2/12/2026 JBF Capital Inc.100,000$215K0.0%N/A0.488%
2/11/2026 LPL Financial LLC20,136$43K0.0%N/A0.098%
2/5/2026 AlphaCore Capital LLC315,000$677K0.0%N/A1.537%
1/12/2026 Thompson Davis & CO. Inc.12,000$26K0.0%-94.8%0.059%
11/17/2025 Susquehanna International Group LLP30,887$25K0.0%-49.8%0.151%
11/13/2025 Gator Capital Management LLC732,802$586K0.1%-26.9%3.576%
11/5/2025 Thompson Davis & CO. Inc.232,901$186K0.1%-13.6%1.137%
8/20/2025 Thompson Davis & CO. Inc.269,601$256K0.1%-6.0%1.316%
8/13/2025 Gamco Investors INC. ET AL857,800$815K0.0%+2.6%4.186%
8/13/2025 Gator Capital Management LLC1,002,962$953K0.3%-14.3%4.895%
8/8/2025 Thompson Davis & CO. Inc.436,190$414K0.2%+52.1%2.129%
5/14/2025Gamco Investors INC. ET AL835,800$618K0.0%+33.0%4.153%
5/13/2025Gator Capital Management LLC1,170,147$865K0.3%+17.0%5.814%
5/13/2025Thompson Davis & CO. Inc.286,701$212K0.2%-11.3%1.425%
2/18/2025Repertoire Partners LP474,938$442K0.2%N/A2.393%
2/13/2025Gamco Investors INC. ET AL628,517$585K0.0%+34.7%3.166%
2/13/2025Renaissance Technologies LLC82,914$77K0.0%-18.6%0.418%
2/13/2025Gator Capital Management LLC1,000,187$932K0.4%+4.8%5.039%
2/11/2025Prudential Financial Inc.35,400$33K0.0%N/A0.178%
2/6/2025Bard Associates Inc.408,625$381K0.1%-8.8%2.059%
2/3/2025Thompson Davis & CO. Inc.323,201$301K0.2%+21.7%1.628%
11/6/2024Bard Associates Inc.448,205$542K0.2%-9.1%2.258%
7/23/2024PSI Advisors LLC90,519$104K0.0%-23.0%0.456%
7/13/2024Seneca House Advisors35,300$41K0.0%-35.5%0.178%
5/2/2024Thompson Davis & CO. Inc.287,004$416K0.3%-50.4%1.446%
4/24/2024PSI Advisors LLC117,519$170K0.1%+11.3%0.592%
2/13/2024Bard Associates Inc.501,476$747K0.3%-2.1%2.546%
2/5/2024Thompson Davis & CO. Inc.578,175$861K0.7%-55.7%2.935%
2/1/2024PSI Advisors LLC105,575$157K0.1%+20.6%0.536%
1/31/2024J.W. Cole Advisors Inc.53,650$80K0.0%+17.7%0.272%
10/13/2023Seneca House Advisors57,502$94K0.0%+22.9%0.292%
8/4/2023Gator Capital Management LLC954,804$1.81M1.3%+8.8%4.945%
7/27/2023J.W. Cole Advisors Inc.40,900$77K0.0%-9.9%0.212%
7/13/2023Thompson Davis & CO. Inc.1,433,578$2.71M3.1%+3.2%7.424%
5/10/2023Thompson Davis & CO. Inc.1,389,228$2.77M3.6%+18.9%7.221%
2/10/2023Gator Capital Management LLC810,250$1.47M1.1%+151.9%4.399%
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2/10/2023Bard Associates Inc.507,661$919K0.4%+29.1%2.756%
2/8/2023Cambridge Investment Research Advisors Inc.32,808$59K0.0%-14.4%0.178%
2/6/2023Thompson Davis & CO. Inc.1,168,644$2.12M3.0%+5.5%6.344%
1/31/2023Seneca House Advisors43,260$78K0.0%+20.0%0.235%
11/9/2022Thompson Davis & CO. Inc.1,108,044$2.08M2.8%+32.8%6.017%
11/7/2022LSV Asset Management143,402$270K0.0%-26.4%0.779%
11/4/2022Prudential Financial Inc.16,000$30K0.0%N/A0.087%
10/31/2022J.W. Cole Advisors Inc.49,750$94K0.0%+65.6%0.270%
10/7/2022Seneca House Advisors36,060$68K0.1%N/A0.196%
8/4/2022Thompson Davis & CO. Inc.834,297$1.45M1.4%+7.1%4.605%
8/2/2022Thompson Davis & CO. Inc.988,031$1.72M1.3%+26.8%5.453%
7/18/2022PSI Advisors LLC82,075$143K0.1%+9.2%0.453%
5/11/2022Bard Associates Inc.274,286$565K0.2%+6.7%1.556%
4/20/2022PSI Advisors LLC75,170$155K0.1%+90.3%0.426%


SOHO Institutional Ownership - Frequently Asked Questions

During the previous two years, 16 institutional investors and hedge funds held shares of Sotherly Hotels. The most heavily invested institutionals were Gamco Investors INC. ET AL ($815K), AlphaCore Capital LLC ($677K), Gator Capital Management LLC ($586K), Repertoire Partners LP ($442K), PenderFund Capital Management Ltd. ($397K), Bard Associates Inc. ($381K), and JBF Capital Inc. ($215K).Learn more on Sotherly Hotels' institutional investors.

27.54% of Sotherly Hotels' stock is owned by institutional investors. Learn more on SOHO's institutional investor holdings.

Of the 11 institutional investors that purchased Sotherly Hotels' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Repertoire Partners LP ($474.94K), Gamco Investors INC. ET AL ($391.11K), AlphaCore Capital LLC ($315K), Gator Capital Management LLC ($215.34K), Thompson Davis & CO. Inc. ($207.16K), PenderFund Capital Management Ltd. ($184.80K), and JBF Capital Inc. ($100K).

Institutional investors have bought a total of 874,170 shares in the last 24 months. This purchase volume represents approximately $1.67M in transactions.

The following institutional investors have sold Sotherly Hotels stock in the last 24 months: Gator Capital Management LLC ($437.35K), Thompson Davis & CO. Inc. ($274.70K), Renaissance Technologies LLC ($31.60K), and Susquehanna International Group LLP ($30.58K).

Institutional investors have sold a total of 774,228 shares in the last 24 months. This volume of shares sold represents approximately $987.90K in transactions.



This page (NASDAQ:SOHO) was last updated on 5/21/2026 by MarketBeat.com Staff.
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