Sotherly Hotels Inc (SOHO)

Q4 2025 vs Q1 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gamco Investors, Inc. ET AL

CLOSED

Shares0 from 859,249

Change-859,249 (-100%)

Value$0 (-$1.8M)

Filed 2026-05-14

Cygnus Capital Advisors, LLC

CLOSED

Shares0 from 850,119

Change-850,119 (-100%)

Value$0 (-$1.8K)

Filed 2026-05-13

AlphaCore Capital LLC

CLOSED

Shares0 from 315,000

Change-315,000 (-100%)

Value$0 (-$677.3K)

Filed 2026-05-15

PenderFund Capital Management Ltd.

CLOSED

Shares0 from 184,798

Change-184,798 (-100%)

Value$0 (-$397.3K)

Filed 2026-05-15

Geode Capital Management, LLC

CLOSED

Shares0 from 165,055

Change-165,055 (-100%)

Value$0 (-$355.0K)

Filed 2026-05-15

JBF Capital, Inc.

CLOSED

Shares0 from 100,000

Change-100,000 (-100%)

Value$0 (-$215.0K)

Filed 2026-05-08

State Street Corp

CLOSED

Shares0 from 81,448

Change-81,448 (-100%)

Value$0 (-$175.1K)

Filed 2026-05-15

Morgan Stanley

CLOSED

Shares0 from 76,949

Change-76,949 (-100%)

Value$0 (-$165.4K)

Filed 2026-05-15

Oxford Asset Management LLP

CLOSED

Shares0 from 60,000

Change-60,000 (-100%)

Value$0 (-$129.0K)

Filed 2026-08-14

Prelude Capital Management, LLC

CLOSED

Shares0 from 54,052

Change-54,052 (-100%)

Value$0 (-$116.2K)

Filed 2026-05-15

Renaissance Technologies LLC

CLOSED

Shares0 from 51,714

Change-51,714 (-100%)

Value$0 (-$111.2K)

Filed 2026-05-14

Susquehanna International Group, LLP

CLOSED

Shares0 from 37,254

Change-37,254 (-100%)

Value$0 (-$80.1K)

Filed 2026-05-15

Northern Trust Corp

CLOSED

Shares0 from 37,048

Change-37,048 (-100%)

Value$0 (-$79.7K)

Filed 2026-05-14

Virtu Financial LLC

CLOSED

Shares0 from 31,986

Change-31,986 (-100%)

Value$0 (-$69)

Filed 2026-05-14

CSS LLC

CLOSED

Shares0 from 22,500

Change-22,500 (-100%)

Value$0 (-$48.4K)

Filed 2026-05-15

LPL Financial LLC

CLOSED

Shares0 from 20,136

Change-20,136 (-100%)

Value$0 (-$43.3K)

Filed 2026-05-06

XTX Topco Ltd

CLOSED

Shares0 from 16,199

Change-16,199 (-100%)

Value$0 (-$34.8K)

Filed 2026-05-15

UBS Group AG

CLOSED

Shares0 from 14,274

Change-14,274 (-100%)

Value$0 (-$30.7K)

Filed 2026-05-05

Raymond James Financial Inc

CLOSED

Shares0 from 14,150

Change-14,150 (-100%)

Value$0 (-$30.4K)

Filed 2026-05-14

Citadel Advisors LLC

CLOSED

Shares0 from 12,250

Change-12,250 (-100%)

Value$0 (-$26.3K)

Filed 2026-05-15

Thompson Davis & Co., Inc.

CLOSED

Shares0 from 12,000

Change-12,000 (-100%)

Value$0 (-$25.8K)

Filed 2026-04-16

Nisa Investment Advisors, LLC

CLOSED

Shares0 from 2,608

Change-2,608 (-100%)

Value$0 (-$5.6K)

Filed 2026-04-30

Creative Financial Designs Inc

CLOSED

Shares0 from 1,500

Change-1,500 (-100%)

Value$0 (-$3.2K)

Filed 2026-04-13

Caldwell Sutter Capital, Inc.

CLOSED

Shares0 from 1,315

Change-1,315 (-100%)

Value$0 (-$2.8K)

Filed 2026-05-06

Fortitude Family Office, LLC

CLOSED

Shares0 from 233

Change-233 (-100%)

Value$0 (-$501)

Filed 2026-04-16

Bank of America Corp

CLOSED

Shares0 from 165

Change-165 (-100%)

Value$0 (-$355)

Filed 2026-05-18

Wells Fargo & Company

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$2)

Filed 2026-07-08

Vanguard Group Inc

DECREASED

Shares0 from 734,948

Change-734,948 (-100%)

Value$0 (-$1.6M)

Filed 2026-05-14

	Status
Gamco Investors, Inc. ET AL	CLOSED	859,249	-859,249	-100%	$1.8M	$0	-$1.8M	2026-05-14
Cygnus Capital Advisors, LLC	CLOSED	850,119	-850,119	-100%	$1.8K	$0	-$1.8K	2026-05-13
AlphaCore Capital LLC	CLOSED	315,000	-315,000	-100%	$677.3K	$0	-$677.3K	2026-05-15
PenderFund Capital Management Ltd.	CLOSED	184,798	-184,798	-100%	$397.3K	$0	-$397.3K	2026-05-15
Geode Capital Management, LLC	CLOSED	165,055	-165,055	-100%	$355.0K	$0	-$355.0K	2026-05-15
JBF Capital, Inc.	CLOSED	100,000	-100,000	-100%	$215.0K	$0	-$215.0K	2026-05-08
State Street Corp	CLOSED	81,448	-81,448	-100%	$175.1K	$0	-$175.1K	2026-05-15
Morgan Stanley	CLOSED	76,949	-76,949	-100%	$165.4K	$0	-$165.4K	2026-05-15
Oxford Asset Management LLP	CLOSED	60,000	-60,000	-100%	$129.0K	$0	-$129.0K	2026-08-14
Prelude Capital Management, LLC	CLOSED	54,052	-54,052	-100%	$116.2K	$0	-$116.2K	2026-05-15
Renaissance Technologies LLC	CLOSED	51,714	-51,714	-100%	$111.2K	$0	-$111.2K	2026-05-14
Susquehanna International Group, LLP	CLOSED	37,254	-37,254	-100%	$80.1K	$0	-$80.1K	2026-05-15
Northern Trust Corp	CLOSED	37,048	-37,048	-100%	$79.7K	$0	-$79.7K	2026-05-14
Virtu Financial LLC	CLOSED	31,986	-31,986	-100%	$69	$0	-$69	2026-05-14
CSS LLC	CLOSED	22,500	-22,500	-100%	$48.4K	$0	-$48.4K	2026-05-15
LPL Financial LLC	CLOSED	20,136	-20,136	-100%	$43.3K	$0	-$43.3K	2026-05-06
XTX Topco Ltd	CLOSED	16,199	-16,199	-100%	$34.8K	$0	-$34.8K	2026-05-15
UBS Group AG	CLOSED	14,274	-14,274	-100%	$30.7K	$0	-$30.7K	2026-05-05
Raymond James Financial Inc	CLOSED	14,150	-14,150	-100%	$30.4K	$0	-$30.4K	2026-05-14
Citadel Advisors LLC	CLOSED	12,250	-12,250	-100%	$26.3K	$0	-$26.3K	2026-05-15
Thompson Davis & Co., Inc.	CLOSED	12,000	-12,000	-100%	$25.8K	$0	-$25.8K	2026-04-16
Nisa Investment Advisors, LLC	CLOSED	2,608	-2,608	-100%	$5.6K	$0	-$5.6K	2026-04-30
Creative Financial Designs Inc	CLOSED	1,500	-1,500	-100%	$3.2K	$0	-$3.2K	2026-04-13
Caldwell Sutter Capital, Inc.	CLOSED	1,315	-1,315	-100%	$2.8K	$0	-$2.8K	2026-05-06
Fortitude Family Office, LLC	CLOSED	233	-233	-100%	$501	$0	-$501	2026-04-16
Bank of America Corp	CLOSED	165	-165	-100%	$355	$0	-$355	2026-05-18
Wells Fargo & Company	CLOSED	1	-1	-100%	$2	$0	-$2	2026-07-08
Vanguard Group Inc	DECREASED	734,948	-734,948	-100%	$1.6M	$0	-$1.6M	2026-05-14

Showing 28 of 28 institutions