Overview Financials News + Filings Key Docs Charts Ownership Insiders
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Sotherly Hotels Inc. (SOHO)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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THOMPSON DAVIS & CO., INC.
| 1,433,578 | 264,934 | 2,709,462,000 | 3.07 | |
Hist
| 06/30/2023 |
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Gator Capital Management, LLC
| 954,804 | 77,448 | 1,804,580,000 | 1.27 | |
Hist
| 06/30/2023 |
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VANGUARD GROUP INC
| 639,178 | 45,517 | 1,208,046,000 | 0.00 | |
Hist
| 06/30/2023 |
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BARD ASSOCIATES INC
| 507,111 | -1,150 | 958,439,000 | 0.37 | |
Hist
| 06/30/2023 |
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SPC Financial, Inc.
| 405,500 | 0 | 766,395,000 | 0.08 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 118,501 | -2,000 | 236,409,000 | 0.00 | 0.63 |
Hist
| 03/31/2023 |
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GEODE CAPITAL MANAGEMENT, LLC
| 124,782 | 27,212 | 235,837,000 | 0.00 | |
Hist
| 06/30/2023 |
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DIMENSIONAL FUND ADVISORS LP
| 106,548 | -3,111 | 201,375,000 | 0.00 | |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| 49,401 | -25,052 | 93,368,000 | 0.00 | |
Hist
| 06/30/2023 |
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BlackRock Inc.
| 43,316 | 5,114 | 81,867,000 | 0.00 | |
Hist
| 06/30/2023 |
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Stony Point Wealth Management Inc.
| 43,260 | 7,200 | 78,301,000 | 0.04 | 0.23 |
Hist
| 12/31/2022 |
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J.W. COLE ADVISORS, INC.
| 40,900 | -5,250 | 77,301,000 | 0.01 | |
Hist
| 06/30/2023 |
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Bank of New York Mellon Corp
| 37,704 | -211 | 71,260,000 | 0.00 | |
Hist
| 06/30/2023 |
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CITADEL ADVISORS LLC
| 34,789 | 1,110 | 65,751,000 | 0.00 | |
Hist
| 06/30/2023 |
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NORTHERN TRUST CORP
| 29,781 | 0 | 56,286,000 | 0.00 | |
Hist
| 06/30/2023 |
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STATE STREET CORP
| 17,948 | 0 | 33,922,000 | 0.00 | |
Hist
| 06/30/2023 |
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NISA INVESTMENT ADVISORS, LLC
| 4,852 | 0 | 9,170,000 | 0.00 | |
Hist
| 06/30/2023 |
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True Wealth Design, LLC
| 4,282 | 0 | 8,093,000 | 0.00 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 3,996 | 1,890 | 7,552,000 | 0.00 | |
Hist
| 06/30/2023 |
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Sims Andrew
| 1,322,215 | 9,473 | 3,093,983 | | |
Hist
| 12/09/2021 |
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Parallel Advisors, LLC
| 1,500 | 1,500 | 2,835,000 | 0.00 | |
Hist
| 06/30/2023 |
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FEDERATED HERMES, INC.
| 819 | 480 | 1,548,000 | 0.00 | |
Hist
| 06/30/2023 |
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RHUMBLINE ADVISERS
| 533 | 533 | 1,007,000 | 0.00 | |
Hist
| 06/30/2023 |
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Palogic Value Management, L.P.
| 308,853 | 308,853 | 645,503 | | |
Hist
| 12/31/2021 |
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LSV ASSET MANAGEMENT
| 143,402 | -51,500 | 270,000 | | |
Hist
| 09/30/2022 |
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RENAISSANCE TECHNOLOGIES LLC
| 120,876 | -6,038 | 228,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 120 | 7 | 226,000 | 0.00 | |
Hist
| 06/30/2023 |
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PSI Advisors, LLC
| 82,075 | 42,575 | 143,000 | 0.07 | 0.45 |
Hist
| 06/30/2022 |
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Cambridge Investment Research Advisors, Inc.
| 31,208 | -1,100 | 59,000 | 0.00 | |
Hist
| 06/30/2023 |
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