Sotherly Hotels Ownership | Who Owns Sotherly Hotels?
Sotherly Hotels Ownership Summary
Sotherly Hotels is owned by 21.99% institutional investors, 14.88% insiders, and 63.13% retail investors. Gator capital management is the largest institutional shareholder, holding 5.15% of SOHO shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.75% of its assets in Sotherly Hotels shares.
SOHO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Sotherly Hotels | 21.99% | 14.88% | 63.13% |
| Sector | Real Estate Stocks | 47.13% | 8.71% | 44.16% |
| Industry | Hotel & Motel REIT Stocks | 60.22% | 4.36% | 35.42% |
| Idea | Travel Stocks List | 40.42% | 13.75% | 45.83% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gator capital management | 1.00M | 5.15% | $931.57K |
| Vanguard group | 687.95K | 3.54% | $640.48K |
| Gamco investors, inc. et al | 628.52K | 3.23% | $585.40K |
| Bard associates | 408.63K | 2.10% | $380.59K |
| Spc financial | 405.50K | 2.09% | $377.68K |
| Thompson davis | 323.20K | 1.66% | $301.03K |
| Geode capital management | 181.04K | 0.93% | $168.66K |
| Psi advisors | 93.02K | 0.48% | $86.64K |
| Renaissance | 82.91K | 0.43% | $77.23K |
| Susquehanna group, llp | 59.55K | 0.31% | $55.47K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gator capital management | 1.00M | 0.35% | $931.57K |
| Thompson davis | 323.20K | 0.19% | $301.03K |
| Bard associates | 408.63K | 0.13% | $380.59K |
| Spc financial | 405.50K | 0.03% | $377.68K |
| Psi advisors | 93.02K | 0.03% | $86.64K |
| Gamco investors, inc. et al | 628.52K | 0.01% | $585.40K |
| True wealth design | 4.28K | 0.00% | $3.99K |
| Caldwell sutter capital | 1.31K | 0.00% | $1.23K |
| Renaissance | 82.91K | 0.00% | $77.23K |
| Creative financial designs inc /adv | 1.50K | 0.00% | $1.40K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gamco investors, inc. et al | 628.52K | 0.01% | 161.83K |
| Thompson davis | 323.20K | 0.19% | 57.67K |
| Gator capital management | 1.00M | 0.35% | 45.38K |
| Raymond james financial | 15.15K | - | 15.15K |
| Susquehanna group, llp | 59.55K | - | 9.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Repertoire partners lp | - | - | -474.94K |
| Dimensional fund advisors lp | - | - | -69.42K |
| Bard associates | 408.63K | 0.13% | -39.58K |
| Prudential financial | - | - | -35.40K |
| Blackrock | 6.67K | - | -32.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 15.15K | - | 15.15K | $14.11K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -2.00 |
| Federated hermes | -211.00 |
| Tower research capital llc (trc) | -649.00 |
| Atria wealth solutions | -10.12K |
| Jane street group | -18.50K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 26 | -16.13% | 3,922,020 | -3.76% | 20 | 4.55% | 6 | -14.29% | 9 | -30.77% |
| Jun 30, 2024 | 31 | 3.33% | 4,075,327 | 10.51% | 21 | 5.50% | 7 | -12.50% | 13 | 30.00% |
| Mar 31, 2024 | 30 | -11.76% | 3,687,809 | -8.41% | 19 | 4.32% | 8 | -38.46% | 10 | -9.09% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 352.28K | 1.75% | - |
| Vanguard Total Stock Mkt Idx Inv | 354.32K | 1.73% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 298.94K | 1.46% | - |
| Fidelity Extended Market Index | 99.79K | 0.49% | -446.00 |
| DFA Real Estate Securities I | 27.68K | 0.14% | -3.01K |
| Fidelity Series Total Market Index | 24.09K | 0.12% | - |
| Vanguard Instl Ttl Stck Mkt Idx Tr | 18.96K | 0.10% | - |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | 18.96K | 0.09% | - |
| PGIM Quantitative Solutions US Micro Cap | 17.70K | 0.09% | 17.70K |
| Fidelity Total Market Index | 17.76K | 0.09% | - |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 2 |
| 2023 Q2 | - | - |
SOHO Ownership FAQ
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