Sotherly Hotels Inc. (SOHO) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

20,395,131Shares Outstanding

2,846,832Shares held by institutions

$0Value of institutional holdings

13.96%Institutional ownership %

23.52%Shares Changed QoQ

26No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Sotherly Hotels Inc. (NASDAQ:SOHO) has 26 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 14.0% of Sotherly Hotels's outstanding shares in December 2025, down from 17.5% in September 2025.
Their total shares held in SOHO increased 23.52% from the prior quarter, while the number of investors in Sotherly Hotels decreased 7.14% year over year.
Among the 26 funds, 15 bought more Sotherly Hotels shares, 7 sold down, and 4 held their ground.
The aggregate institutional position in Sotherly Hotels amounted to 2.85Mn shares as of December 2025, up by 541.99K shares quarter on quarter, and down 1.74Mn shares year over year.
As of December 31, 2025, the biggest holder of Sotherly Hotels is GAMCO INVESTORS, INC. ET AL at 859.25K shares, representing 4.21% of shares outstanding.
Top purchasers of SOHO stock for the quarter ending December 2025 included AlphaCore Capital LLC (315.0K), PenderFund Capital Management Ltd. (184.8K), JBF Capital, Inc. (100.0K), State Street Corp (63.5K), Morgan Stanley (60.31K).
The largest sellers of Sotherly Hotels for the quarter ending December 2025 were THOMPSON DAVIS & CO., INC. (220.9K), VANGUARD GROUP INC (98.12K), RENAISSANCE TECHNOLOGIES LLC (31.6K), NISA INVESTMENT ADVISORS, LLC (2.24K), GEODE CAPITAL MANAGEMENT, LLC (1.89K).
Per Business Quant, the top 10 investors in SOHO for the quarter ending December 2025 include GAMCO INVESTORS, INC. ET AL (859.25K), VANGUARD GROUP INC (734.95K), AlphaCore Capital LLC (315.0K), PenderFund Capital Management Ltd. (184.8K), GEODE CAPITAL MANAGEMENT, LLC (165.06K), JBF Capital, Inc. (100.0K), State Street Corp (81.45K), Morgan Stanley (76.95K), PRELUDE CAPITAL MANAGEMENT, LLC (54.05K), RENAISSANCE TECHNOLOGIES LLC (51.71K).

26 Institutional Holders

2,846,832 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
GAMCO INVESTORS, INC. ET AL	31 Dec, 2025	859,249	0	0.00%	$1,847,385.00
VANGUARD GROUP INC	31 Dec, 2025	734,948	-98,116	-11.78%	$1,580,139.00
AlphaCore Capital LLC	31 Dec, 2025	315,000	315,000	0.00%	$677,250.00
PenderFund Capital Management Ltd.	31 Dec, 2025	184,798	184,798	0.00%	$397,316.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	165,055	-1,888	-1.13%	$354,962.00
JBF Capital, Inc.	31 Dec, 2025	100,000	100,000	0.00%	$215,000.00
State Street Corp	31 Dec, 2025	81,448	63,500	353.80%	$175,113.00
Morgan Stanley	31 Dec, 2025	76,949	60,306	362.35%	$165,442.00
PRELUDE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	54,052	54,052	0.00%	$116,212.00
RENAISSANCE TECHNOLOGIES LLC	31 Dec, 2025	51,714	-31,600	-37.93%	$111,185.00
SUSQUEHANNA INTERNATIONAL GROUP, LLP	31 Dec, 2025	37,254	6,367	20.61%	$80,096.00
Northern Trust Corp	31 Dec, 2025	37,048	8,441	29.51%	$79,653.00
Virtu Financial LLC	31 Dec, 2025	31,986	19,247	151.09%	$69.00
CSS LLC/IL	31 Dec, 2025	22,500	22,500	0.00%	$48,375.00
LPL Financial LLC	31 Dec, 2025	20,136	20,136	0.00%	$43,292.00
XTX Topco Ltd	31 Dec, 2025	16,199	16,199	0.00%	$34,828.00
UBS Group AG	31 Dec, 2025	14,274	13,969	4,580.00%	$30,689.00
Raymond James Financial Inc	31 Dec, 2025	14,150	-100	-0.70%	$30,423.00
CITADEL ADVISORS LLC	31 Dec, 2025	12,250	12,250	0.00%	$26,338.00
THOMPSON DAVIS & CO., INC.	31 Dec, 2025	12,000	-220,901	-94.85%	$25,800.00

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