Sotherly Hotels Inc. - SOHOO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | History | No change | 859,249 | 1,847 | 0.02% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Reduced | 734,948 | 1,580 | 0.0% | 0.0% | 2 | -98,116 | -11.78% | Q4 2025 | Jan 29, 2026 |
| AlphaCore Capital LLC | History | New | 315,000 | 677 | 0.02% | — | 3 | +315,000 | New | Q4 2025 | Feb 05, 2026 |
| PenderFund Capital Management Ltd. | History | New | 184,798 | 397 | 0.06% | — | 4 | +184,798 | New | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 165,055 | 354 | 0.0% | 0.0% | 5 | -1,888 | -1.13% | Q4 2025 | Feb 09, 2026 |
| JBF Capital, Inc. | History | New | 100,000 | 215 | 0.03% | — | 6 | +100,000 | New | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Added to | 81,448 | 175 | 0.0% | 0.0% | 7 | +63,500 | 353.8% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 76,949 | 165 | 0.0% | 0.0% | 8 | +60,306 | 362.35% | Q4 2025 | Feb 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 54,052 | 116 | 0.01% | — | 9 | +54,052 | New | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 51,714 | 111 | 0.0% | 0.0% | 10 | -31,600 | -37.93% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,254 | 80 | 0.0% | 0.0% | 11 | +6,367 | 20.61% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 37,048 | 79 | 0.0% | 0.0% | 12 | +8,441 | 29.51% | Q4 2025 | Feb 17, 2026 |
| Virtu Financial LLC | History | Added to | 31,986 | 69 | 0.0% | 0.0% | 13 | +19,247 | 151.09% | Q4 2025 | Feb 23, 2026 |
| CSS LLC/IL | History | New | 22,500 | 48 | 0.0% | — | 14 | +22,500 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | New | 20,136 | 43 | 0.0% | — | 15 | +20,136 | New | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Added to | 16,199 | 34 | 0.0% | 0.0% | 16 | +983 | 6.46% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 14,274 | 30 | 0.0% | — | 18 | +13,969 | 4580.0% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,150 | 30 | 0.0% | 0.0% | 17 | -100 | -0.7% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,250 | 26 | 0.0% | — | 19 | +12,250 | New | Q4 2025 | Feb 17, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 12,000 | 25 | 0.01% | 0.11% | 20 | -220,901 | -94.85% | Q4 2025 | Jan 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,608 | 5 | 0.0% | 0.0% | 21 | -2,244 | -46.25% | Q4 2025 | Jan 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 1,500 | 3 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 1,315 | 2 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gator Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -732,802 | -100.0% | Q3 2025 | Nov 13, 2025 |
| PSI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -97,023 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,764 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PFG Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,120 | -100.0% | Q3 2025 | Oct 31, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,281 | -100.0% | Q3 2025 | Oct 21, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Fortitude Family Office, LLC | History | New | 233 | 0 | — | — | — | +233 | New | Q4 2025 | Jan 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 165 | 0 | — | — | — | +5 | 3.13% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |