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

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

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
SOHO on Nasdaq
Shares outstanding
20,505,376
Price per share
$2.15
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
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (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% $1,525,600 1,907,000 0% ROLLINS CAPITAL PARTNERS LP 14 Nov 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% $932,755 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, par value $0.01 per share (SOHO). This represents 17% of the company’s total 20,505,376 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (SOHO) together control 17% 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 4.2% 859,249 +0.17% 0.01% $687,399
VANGUARD GROUP INC 4.1% 833,064 -6% 0% $674,782
Gator Capital Management, LLC 3.6% 732,802 -27% 0.15% $586,242
SPC Financial, Inc. 2% 405,500 0% 0.03% $324,400
THOMPSON DAVIS & CO., INC. 1.1% 232,901 -14% 0.12% $186,321
GEODE CAPITAL MANAGEMENT, LLC 0.81% 166,943 -0.59% 0% $135,244
PSI Advisors, LLC 0.47% 97,023 -27% 0.02% $77,618
RENAISSANCE TECHNOLOGIES LLC 0.41% 83,314 +3.2% 0% $66,651
SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.15% 30,887 -50% 0% $25,015
NORTHERN TRUST CORP 0.14% 28,607 -2.5% 0% $22,886
STATE STREET CORP 0.09% 17,948 0% 0% $14,536
MORGAN STANLEY 0.08% 16,643 -0.16% 0% $13,315
XTX Topco Ltd 0.07% 15,216 0% $12,323
RAYMOND JAMES FINANCIAL INC 0.07% 14,250 -5.9% 0% $11,400
Virtu Financial LLC 0.06% 12,739 0% $10,000
TWO SIGMA SECURITIES, LLC 0.05% 10,764 0% $8,611
PFG Investments, LLC 0.05% 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, par value $0.01 per share (SOHO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 14,841 $31,908 -$482,728 $2.15 3
2025 Q3 3,581,784 $2,875,885 -$371,720 $0.80 25
2025 Q2 4,030,933 $3,833,412 -$205,915 $0.95 23
2025 Q1 4,355,537 $3,167,346 -$240,835 $0.74 25
2024 Q4 4,541,688 $4,230,000 +$543,591 $0.93 27
2024 Q3 3,922,020 $4,745,586 -$177,344 $1.21 26
2024 Q2 4,075,327 $4,687,113 +$436,810 $1.15 31
2024 Q1 3,687,806 $5,347,797 -$494,519 $1.45 30
2023 Q4 4,026,634 $5,999,803 -$1,111,343 $1.49 33
2023 Q3 4,752,237 $8,018,629 -$541,534 $1.69 31
2023 Q2 5,047,526 $9,539,351 +$72,778 $1.89 29
2023 Q1 5,006,577 $9,987,757 +$360,497 $2.00 29
2022 Q4 4,829,252 $8,740,807 +$1,570,827 $1.81 31
2022 Q3 3,956,144 $7,439,573 +$1,839,270 $1.88 28
2022 Q2 2,980,342 $5,184,612 +$10,339 $1.74 23
2022 Q1 2,957,466 $6,090,742 +$292,964 $2.06 27
2021 Q4 2,815,267 $5,885,000 -$84,476 $2.09 23
2021 Q3 2,081,907 $5,328,000 -$918,250 $2.56 23
2021 Q2 2,383,311 $7,150,000 -$371,614 $3.00 25
2021 Q1 2,495,818 $8,685,000 -$184,677 $3.48 25
2020 Q4 2,562,351 $6,403,000 -$354,098 $2.50 27
2020 Q3 2,794,060 $5,031,000 -$108,065 $1.80 25
2020 Q2 2,840,852 $7,149,000 -$1,918,996 $2.51 26
2020 Q1 3,731,903 $5,969,000 -$3,750,759 $1.60 29
2019 Q4 4,287,323 $29,066,000 -$127,463 $6.78 38
2019 Q3 4,285,089 $28,697,000 +$31,767 $6.69 41
2019 Q2 4,279,201 $29,777,000 +$960,119 $6.96 37
2019 Q1 4,153,095 $28,278,000 -$544,377 $6.81 33
2018 Q4 4,273,256 $23,969,000 -$1,785,637 $5.61 35
2018 Q3 4,555,559 $32,791,000 +$2,600,623 $7.20 36
2018 Q2 4,198,056 $29,298,000 +$3,269,632 $6.98 36
2018 Q1 3,716,905 $25,718,800 -$2,054,364 $6.92 33
2017 Q4 3,414,867 $22,022,050 -$43,645 $6.45 34
2017 Q3 4,070,869 $23,976,720 +$2,636,445 $5.89 39
2017 Q2 3,617,660 $24,523,000 -$1,151,935 $6.78 37
2017 Q1 3,793,536 $24,295,142 +$40,077 $6.40 42
2016 Q4 3,910,460 $26,520,000 +$1,003,099 $6.79 42
2016 Q3 4,160,111 $21,933,326 -$1,586,860 $5.28 43
2016 Q2 4,450,790 $25,103,992 -$1,365,413 $5.64 40
2016 Q1 4,703,644 $24,174,000 -$1,022,670 $5.14 42
2015 Q4 4,880,758 $30,077,294 -$2,663,417 $6.16 41
2015 Q3 4,495,355 $30,565,294 +$1,713,275 $6.80 43
2015 Q2 4,764,116 $33,680,372 +$9,782,026 $7.07 39
2015 Q1 2,856,973 $21,740,862 +$567,104 $7.61 32
2014 Q4 2,782,563 $20,871,213 +$1,596,814 $7.50 29
2014 Q3 3,893,495 $30,234,280 +$982,942 $7.80 33
2014 Q2 3,767,823 $29,585,154 +$1,250,949 $7.83 32
2014 Q1 3,609,501 $23,085,675 +$1,225,210 $6.37 24