Sotherly Hotels Inc. - Common Stock, $0.01 par value (SOHO) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, $0.01 par value
Symbol
SOHO on Nasdaq
Shares outstanding
24,579,133
Price per share
$2.16
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
3,581,784
Total reported value
$2,875,885
% of total 13F portfolios
0%
Share change
-449,149
Value change
-$371,720
Number of holders
25
Price from insider filings
$2.16
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sotherly Hotels Inc. - Common Stock, $0.01 par value (SOHO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ROLLINS CAPITAL PARTNERS LP 9.3% -3.1% $1,535,135 1,907,000 0% ROLLINS CAPITAL PARTNERS LP 14 Nov 2025
Trium Capital LLP 7.5% $3,963,385 1,843,435 Trium Capital LLP 31 Dec 2025
Lubin Amos Benjamin 7.6% +46% $1,427,293 +$425,672 1,551,405 +42% Lubin Amos Benjamin 30 Sep 2025
Gator Capital Management, LLC 4.9% $692,044 1,002,962 Gator Capital Management, LLC 30 Jun 2025

As of 30 Sep 2025, 25 institutional investors reported holding 3,581,784 shares of Sotherly Hotels Inc. - Common Stock, $0.01 par value (SOHO). This represents 15% of the company’s total 24,579,133 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sotherly Hotels Inc. - Common Stock, $0.01 par value (SOHO) together control 15% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GAMCO INVESTORS, INC. ET AL 3.5% 859,249 +0.17% 0.01% $687,399
VANGUARD GROUP INC 3.4% 833,064 -6% 0% $674,782
Gator Capital Management, LLC 3% 732,802 -27% 0.15% $586,242
SPC Financial, Inc. 1.6% 405,500 0% 0.03% $324,400
THOMPSON DAVIS & CO., INC. 0.95% 232,901 -14% 0.12% $186,321
GEODE CAPITAL MANAGEMENT, LLC 0.68% 166,943 -0.59% 0% $135,244
PSI Advisors, LLC 0.39% 97,023 -27% 0.02% $77,618
RENAISSANCE TECHNOLOGIES LLC 0.34% 83,314 +3.2% 0% $66,651
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.13% 30,887 -50% 0% $25,015
NORTHERN TRUST CORP 0.12% 28,607 -2.5% 0% $22,886
STATE STREET CORP 0.07% 17,948 0% 0% $14,536
MORGAN STANLEY 0.07% 16,643 -0.16% 0% $13,315
XTX Topco Ltd 0.06% 15,216 0% $12,323
RAYMOND JAMES FINANCIAL INC 0.06% 14,250 -5.9% 0% $11,400
Virtu Financial LLC 0.05% 12,739 0% $10,000
TWO SIGMA SECURITIES, LLC 0.04% 10,764 0% $8,611
PFG Investments, LLC 0.04% 10,120 0% $8,096
NISA INVESTMENT ADVISORS, LLC 0.02% 4,852 0% 0% $3,930
True Wealth Design, LLC 0.02% 4,281 0% 0% $3,468
CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 1,500 0% 0% $1,215
OSAIC HOLDINGS, INC. 0.01% 1,400 0% 0% $1,008
CALDWELL SUTTER CAPITAL, INC. 0.01% 1,315 0% 0% $1,052
UBS Group AG 0% 305 +17% 0% $244
BANK OF AMERICA CORP /DE/ 0% 160 -6.4% 0% $128
WELLS FARGO & COMPANY/MN 0% 1 0% 0% $1

Institutional Holders of Sotherly Hotels Inc. - Common Stock, $0.01 par value (SOHO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,436,429 $5,238,415 -$205,877 $2.15 16
2025 Q3 3,581,784 $2,875,885 -$371,720 $0.80 25
2025 Q2 4,030,933 $3,833,412 -$205,914 $0.95 23
2025 Q1 4,355,537 $3,167,346 -$240,835 $0.74 25
2024 Q4 4,541,688 $4,230,000 +$543,592 $0.93 27
2024 Q3 3,922,020 $4,745,586 -$177,343 $1.21 26
2024 Q2 4,075,327 $4,687,113 +$436,809 $1.15 31
2024 Q1 3,687,676 $5,347,610 -$481,136 $1.45 29
2023 Q4 3,960,263 $5,900,911 -$1,101,995 $1.49 30
2023 Q3 4,715,201 $7,956,039 -$540,205 $1.69 29
2023 Q2 5,009,704 $9,467,867 +$73,169 $1.89 27
2023 Q1 4,968,663 $9,912,119 +$360,498 $2.00 28
2022 Q4 4,791,338 $8,672,183 +$1,571,251 $1.81 30
2022 Q3 3,956,144 $7,439,573 +$1,839,276 $1.88 28
2022 Q2 2,980,342 $5,184,612 +$19,022 $1.74 23
2022 Q1 2,916,872 $6,006,742 +$246,408 $2.06 26
2021 Q4 2,765,850 $5,782,000 -$88,774 $2.09 22
2021 Q3 2,081,907 $5,328,000 -$918,257 $2.56 23
2021 Q2 2,383,311 $7,150,000 -$371,621 $3.00 25
2021 Q1 2,495,818 $8,685,000 -$174,680 $3.48 25
2020 Q4 2,558,441 $6,393,000 -$361,446 $2.50 26
2020 Q3 2,794,060 $5,031,000 -$108,069 $1.80 25
2020 Q2 2,840,852 $7,149,000 -$1,909,107 $2.51 26
2020 Q1 3,731,903 $5,969,000 -$3,753,783 $1.60 29
2019 Q4 4,287,323 $29,066,000 -$140,461 $6.78 38
2019 Q3 4,285,089 $28,697,000 +$31,765 $6.69 41
2019 Q2 4,279,201 $29,777,000 +$960,119 $6.96 37
2019 Q1 4,153,095 $28,278,000 -$544,384 $6.81 33
2018 Q4 4,273,256 $23,969,000 -$3,276,668 $5.61 35
2018 Q3 3,911,570 $28,155,000 +$1,843,018 $7.20 35
2018 Q2 4,198,056 $29,298,000 +$3,338,948 $6.98 36
2018 Q1 3,716,491 $25,716,800 -$2,226,661 $6.92 32
2017 Q4 3,414,867 $22,022,050 -$43,643 $6.45 34
2017 Q3 4,070,869 $23,976,720 +$2,636,454 $5.89 39
2017 Q2 3,617,660 $24,523,000 -$1,151,949 $6.78 37
2017 Q1 3,793,536 $24,295,142 -$668,919 $6.40 42
2016 Q4 3,910,460 $26,520,000 +$1,003,089 $6.79 42
2016 Q3 4,160,111 $21,933,326 -$1,564,381 $5.28 43
2016 Q2 4,450,790 $25,103,992 -$1,365,408 $5.64 40
2016 Q1 4,703,644 $24,174,000 -$1,022,672 $5.14 42
2015 Q4 4,880,758 $30,077,294 +$263,913 $6.16 41
2015 Q3 4,495,355 $30,565,294 +$1,671,063 $6.80 43
2015 Q2 4,748,568 $33,570,372 +$9,799,012 $7.07 38
2015 Q1 2,856,973 $21,740,862 +$567,655 $7.61 32
2014 Q4 2,782,466 $20,870,213 +$1,597,812 $7.50 28
2014 Q3 3,893,092 $30,230,280 +$983,546 $7.80 31
2014 Q2 3,767,623 $29,583,154 +$1,250,956 $7.83 31
2014 Q1 3,609,301 $23,084,675 +$1,224,216 $6.37 23