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. Vanguard group is the largest institutional shareholder, holding 3.60% 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 | 48.86% | 9.88% | 41.26% |
| Industry | Hotel & Motel REIT Stocks | 55.46% | 5.86% | 38.68% |
| Idea | Travel Stocks List | 44.93% | 12.73% | 42.34% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 734.95K | 3.60% | $1.58M |
| Spc financial | 405.50K | 2.02% | $324.40K |
| Raymond james & associates | 16.65K | 0.09% | $19.15K |
| Two sigma securities | 10.76K | 0.05% | $8.61K |
| Blackrock | 6.67K | 0.03% | $7.67K |
| Advisor group | 1.40K | 0.01% | $1.01K |
| Rhumbline advisers | 533.00 | 0.00% | $612.00 |
| Bank of america corp /de/ | 137.00 | 0.00% | $158.00 |
| Tower research capital llc (trc) | - | - | - |
| Jbf capital | - | - | - |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Spc financial | 405.50K | 0.03% | $324.40K |
| Two sigma securities | 10.76K | 0.00% | $8.61K |
| Jbf capital | - | - | - |
| Renaissance | - | - | - |
| Blackrock | 6.67K | - | $7.67K |
| Tower research capital llc (trc) | - | - | - |
| Susquehanna group, llp | - | - | - |
| Prelude capital management | - | - | - |
| Oxford asset management llp | - | - | - |
| Prudential financial | - | - | - |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma securities | 10.76K | 0.00% | 10.76K |
| Bank of america corp /de/ | 137.00 | - | 137.00 |
| Rhumbline advisers | 533.00 | - | - |
| Advisor group | 1.40K | - | - |
| Raymond james & associates | 16.65K | - | - |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Gamco investors, inc. et al | - | - | -859.25K |
| Gator capital management | - | - | -732.80K |
| Repertoire partners lp | - | - | -474.94K |
| Bard associates | - | - | -407.13K |
| Alphacore capital | - | - | -315.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Two sigma securities | 10.76K | 0.00% | 10.76K | $8.61K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -1.00 |
| Qube research | -2.00 |
| Jpmorgan chase | -36.00 |
| Federated hermes | -211.00 |
| Fortitude family office | -233.00 |
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 | 90.80K | 0.44% | -377.00 |
| 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 | 20.63K | 0.10% | 377.00 |
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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