Security key
83600C301
- Security type / class
- Equity / PFDs, REITs,
- Total 13F shares
- 116,168
- Total 13F value
- $2,903,421
- Share change
- +1,091
- SEC-reported price per share
- $24.99
- Number of holders
- 2
- Value change
- +$27,268
- Number of buys
- 1
Report period
Q1 2018
Institutions
2
Top holders
2
SOHOB full security history
Ownership snapshot
Full 13F holder table
Sotherly Hotels Inc. SEC filings
Sotherly Hotels Inc. company facts
Broader feeds
Ownership snapshot
Top reported holders of SOHOB - Sotherly Hotels Inc. - PFDs, REITs, (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
KCM INVESTMENT ADVISORS LLC
Disclosed value leader
KCM INVESTMENT ADVISORS LLC
Comparable rows
0/2
Latest evidence
31 Dec 2017
13F
Highest disclosed value: $3,786,000
2 rows are not safely comparable across share classes.
Quick read
KCM INVESTMENT ADVISORS LLC has the largest disclosed position value at $3.79M.
0 of 2 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens KCM INVESTMENT ADVISORS LLC's linked filing trail.
Disclosed position value
Top 2
KCM INVESTMENT ADVISORS LLC
$3.79M
Sonora Investment Management, LLC
$30K
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-2 of 2 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| KCM INVESTMENT ADVISORS LLC |
13F
Company
|
—
mixed-class rows
|
$3,786,000
148,020 shares
mixed-class rows
|
— | 31 Dec 2017 |
| Sonora Investment Management, LLC |
13F
Company
|
—
mixed-class rows
|
$30,004
1,177 shares
mixed-class rows
|
— | 31 Dec 2017 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q1 2018
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
2
Shares
116,168
Rows available
2
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q1 2018 vs Q1 2018 Across Filers
Q1 2018 holders
2
Q1 2018 holders
2
Holder diff
0
| Investor | Q1 2018 Shares | Q1 2018 Shares | Share Diff | Share Chg % | Q1 2018 value | Q1 2018 value | Value change | Value Chg % |
|---|