Sotherly Hotels Ownership | Who Owns Sotherly Hotels?
Sotherly Hotels Ownership Summary
Sotherly Hotels is owned by 11.95% institutional investors, 24.44% insiders, and 63.61% retail investors. Gamco investors, inc. et al is the largest institutional shareholder, holding 4.21% of SOHO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.76% of its assets in Sotherly Hotels shares.
SOHO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sotherly Hotels | 11.95% | 24.44% | 63.61% |
| Sector | Real Estate Stocks | 42.56% | 9.05% | 48.39% |
| Industry | Hotel & Motel REIT Stocks | 48.47% | 6.94% | 44.60% |
| Idea | Travel Stocks List | 37.20% | 13.87% | 48.94% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gamco investors, inc. et al | 859.25K | 4.21% | $1.85M |
| Vanguard group | 734.95K | 3.60% | $1.58M |
| Spc financial | 405.50K | 2.02% | $324.40K |
| Alphacore capital | 315.00K | 1.54% | $677.25K |
| Geode capital management | 165.06K | 0.81% | $354.96K |
| Jbf capital | 100.00K | 0.49% | $215.00K |
| Morgan stanley | 76.95K | 0.38% | $165.44K |
| Susquehanna group, llp | 59.55K | 0.31% | $55.47K |
| Renaissance | 51.71K | 0.25% | $111.19K |
| Citadel advisors | 43.65K | 0.23% | $50.19K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jbf capital | 100.00K | 0.03% | $215.00K |
| Spc financial | 405.50K | 0.03% | $324.40K |
| Gamco investors, inc. et al | 859.25K | 0.02% | $1.85M |
| Thompson davis | 12.00K | 0.02% | $25.80K |
| Alphacore capital | 315.00K | 0.02% | $677.25K |
| Two sigma securities | 10.76K | 0.00% | $8.61K |
| Caldwell sutter capital | 1.31K | 0.00% | $2.83K |
| Virtu financial | 12.74K | 0.00% | $10.00K |
| Xtx topco | 15.22K | 0.00% | $12.32K |
| Creative financial designs inc /adv | 1.50K | 0.00% | $3.23K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alphacore capital | 315.00K | 0.02% | 315.00K |
| Jbf capital | 100.00K | 0.03% | 100.00K |
| Morgan stanley | 76.95K | - | 60.31K |
| Lpl financial | 20.14K | - | 20.14K |
| Xtx topco | 15.22K | 0.00% | 15.22K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gator capital management | - | - | -732.80K |
| Repertoire partners lp | - | - | -474.94K |
| Bard associates | - | - | -407.13K |
| Thompson davis | 12.00K | 0.02% | -220.90K |
| Vanguard group | 734.95K | - | -98.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Alphacore capital | 315.00K | 0.02% | 315.00K | $677.25K |
| Jbf capital | 100.00K | 0.03% | 100.00K | $215.00K |
| Lpl financial | 20.14K | - | 20.14K | $43.29K |
| Xtx topco | 15.22K | 0.00% | 15.22K | $12.32K |
| Virtu financial | 12.74K | 0.00% | 12.74K | $10.00K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -2.00 |
| Jpmorgan chase | -36.00 |
| Federated hermes | -211.00 |
| Tower research capital llc (trc) | -649.00 |
| True wealth design | -4.28K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 16 | -36.00% | 2,436,430 | -31.98% | 11 | 3.75% | 7 | -12.50% | 5 | -44.44% |
| Sep 30, 2025 | 25 | 19.05% | 3,581,784 | -9.49% | 17 | 4.59% | 8 | 33.33% | 9 | 80.00% |
| Jun 30, 2025 | 22 | -12.00% | 4,029,534 | -7.48% | 20 | 4.15% | 7 | - | 6 | -25.00% |
| Mar 31, 2025 | 25 | -7.41% | 4,355,537 | -4.10% | 21 | 4.03% | 7 | -30.00% | 8 | -20.00% |
| Dec 31, 2024 | 25 | -3.85% | 4,048,803 | 3.23% | 20 | 5.12% | 9 | 50.00% | 10 | 11.11% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 360.54K | 1.76% | 13.80K |
| Vanguard US Total Market Shares ETF | 352.28K | 1.75% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 205.36K | 1.00% | - |
| Fidelity Extended Market Index | 91.18K | 0.45% | -5.97K |
| Pender Alternative Arbitrage Plus F | 81.08K | 0.40% | -61.56K |
| Vanguard Balanced Index Inv | 67.31K | 0.33% | - |
| DFA Real Estate Securities I | 27.68K | 0.14% | -3.01K |
| NT Ext Equity Mkt Idx Fd - L | 23.21K | 0.11% | 9.17K |
| Fidelity Series Total Market Index | 22.24K | 0.11% | - |
| Spartan Extended Market Index Pool F | 20.25K | 0.10% | 187.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 20, 2023 | Sims Andrew | Chairman | Sell | $2.04K |
| Sep 18, 2023 | Sims Andrew | Chairman | Sell | $360.00 |
| Mar 29, 2023 | Sims Andrew | Chairman | Sell | $39.66K |
| Sep 19, 2022 | Sims Andrew | Chairman | Sell | $64.31K |
| Jun 09, 2022 | Folsom David R | President and CEO | Buy | $24.02K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | - |
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 2 |
SOHO Ownership FAQ
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