Sotherly Hotels Inc. (SOHOB) — Institutional Holders, Q4 2025
27 institutional investment managers reported a SOHOB position on SEC Form 13F-HR for the quarter ended December 31, 2025, with a combined reported value of $7.9M. Every filer is listed below, ranked by position value. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SOHOB in Q4 2025: what funds did
Funds that filed a 13F for both Q3 2025 and Q4 2025, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- AlphaCore CapitalNew · +315,000 sh+$677.3K
- PenderFund Capital Management Ltd.New · +184,798 sh+$397.3K
- JBF CapitalNew · +100,000 sh+$215.0K
- STATE STREETAdded · +63,500 sh+$136.5K
- MORGAN STANLEYAdded · +60,306 sh+$129.7K
Biggest sellers
- Gator Capital ManagementSold out · -732,802 sh-$1.6M
- THOMPSON DAVISTrimmed · -220,901 sh-$474.9K
- VANGUARD GROUPTrimmed · -98,116 sh-$210.9K
- PSI AdvisorsSold out · -97,023 sh-$208.6K
- RENAISSANCE TECHNOLOGIESTrimmed · -31,600 sh-$67.9K
SOHOB 13F holders ranked 1–27 of 27
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q3 2025 |
|---|---|---|---|---|---|
| 1 | GAMCO INVESTORS, ET AL#1 · 859,249 sh | 859,249 | $1.8M | — | 0.0% |
| 2 | Cygnus Capital Advisors#2 · 850,119 sh | 850,119 | $1.8M | — | — |
| 3 | VANGUARD GROUP#3 · 734,948 sh | 734,948 | $1.6M | 0.00% | -11.8% |
| 4 | AlphaCore Capital#4 · 315,000 sh | 315,000 | $677.3K | — | New |
| 5 | PenderFund Capital Management Ltd.#5 · 184,798 sh | 184,798 | $397.3K | — | New |
| 6 | GEODE CAPITAL MANAGEMENT#6 · 165,055 sh | 165,055 | $355.0K | — | -1.1% |
| 7 | JBF Capital#7 · 100,000 sh | 100,000 | $215.0K | — | New |
| 8 | STATE STREET#8 · 81,448 sh | 81,448 | $175.1K | — | +353.8% |
| 9 | MORGAN STANLEY#9 · 76,949 sh | 76,949 | $165.4K | — | +362.4% |
| 10 | PRELUDE CAPITAL MANAGEMENT#10 · 54,052 sh | 54,052 | $116.2K | — | New |
| 11 | RENAISSANCE TECHNOLOGIES#11 · 51,714 sh | 51,714 | $111.2K | — | -37.9% |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#12 · 37,254 sh | 37,254 | $80.1K | — | +20.6% |
| 13 | NORTHERN#13 · 37,048 sh | 37,048 | $79.7K | — | +29.5% |
| 14 | Virtu Financial#14 · 31,986 sh | 31,986 | $69.0K | — | New |
| 15 | CSS#15 · 22,500 sh | 22,500 | $48.4K | — | New |
| 16 | LPL Financial#16 · 20,136 sh | 20,136 | $43.3K | — | New |
| 17 | XTX Topco Ltd#17 · 16,199 sh | 16,199 | $34.8K | — | +6.5% |
| 18 | UBS Group AG#18 · 14,274 sh | 14,274 | $30.7K | — | +4580.0% |
| 19 | RAYMOND JAMES FINANCIAL#19 · 14,150 sh | 14,150 | $30.4K | — | -0.7% |
| 20 | CITADEL ADVISORS#20 · 12,250 sh | 12,250 | $26.3K | — | New |
| 21 | THOMPSON DAVIS#21 · 12,000 sh | 12,000 | $25.8K | — | -94.8% |
| 22 | NISA INVESTMENT ADVISORS#22 · 2,608 sh | 2,608 | $5.6K | — | -46.2% |
| 23 | CREATIVE FINANCIAL DESIGNS#23 · 1,500 sh | 1,500 | $3.2K | — | New |
| 24 | CALDWELL SUTTER CAPITAL#24 · 1,315 sh | 1,315 | $2.8K | — | 0.0% |
| 25 | Fortitude Family Office#25 · 233 sh | 233 | $501.00 | — | New |
| 26 | BANK OF AMERICA#26 · 19 sh | 19 | $41.00 | — | -88.1% |
| 27 | WELLS FARGO & COMPANY#27 · 1 sh | 1 | $2.00 | — | 0.0% |
Funds that sold out of SOHOB in Q4 2025 (6)
Held SOHOB at the end of Q3 2025 and filed a Q4 2025 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
| Institution | Shares sold | Value in Q3 2025 |
|---|---|---|
| Gator Capital Management732,802 sh | 732,802 | $586.2K |
| PSI Advisors97,023 sh | 97,023 | $77.6K |
| TWO SIGMA SECURITIES10,764 sh | 10,764 | $8.6K |
| PFG Investments10,120 sh | 10,120 | $8.1K |
| True Wealth Design4,281 sh | 4,281 | $3.5K |
| OSAIC1,400 sh | 1,400 | $1.0K |
Source: Form 13F-HR filings on SEC EDGAR, Q4 2025. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q3 2025 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.