Sotherly Hotels Ownership | Who Owns Sotherly Hotels?
Sotherly Hotels Ownership Summary
Sotherly Hotels is owned by 17.85% institutional investors, 22.46% insiders, and 59.70% retail investors. Gamco investors, inc. et al is the largest institutional shareholder, holding 4.28% 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 | 17.85% | 22.46% | 59.70% |
| Sector | Real Estate Stocks | 49.33% | 9.10% | 41.57% |
| Industry | Hotel & Motel REIT Stocks | 55.39% | 6.04% | 38.57% |
| Idea | Travel Stocks List | 44.00% | 13.93% | 42.07% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Gamco investors, inc. et al | 859.25K | 4.28% | $687.40K |
| Vanguard group | 833.06K | 4.15% | $674.78K |
| Gator capital management | 732.80K | 3.65% | $586.24K |
| Spc financial | 405.50K | 2.02% | $324.40K |
| Thompson davis | 232.90K | 1.16% | $186.32K |
| Geode capital management | 166.94K | 0.83% | $135.24K |
| Psi advisors | 97.02K | 0.48% | $77.62K |
| Renaissance | 83.31K | 0.42% | $66.65K |
| Susquehanna group, llp | 59.55K | 0.31% | $55.47K |
| Citadel advisors | 43.65K | 0.23% | $50.19K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Gator capital management | 732.80K | 0.15% | $586.24K |
| Thompson davis | 232.90K | 0.12% | $186.32K |
| Spc financial | 405.50K | 0.03% | $324.40K |
| Psi advisors | 97.02K | 0.02% | $77.62K |
| Gamco investors, inc. et al | 859.25K | 0.01% | $687.40K |
| Two sigma securities | 10.76K | 0.00% | $8.61K |
| True wealth design | 4.28K | 0.00% | $3.47K |
| Xtx topco | 15.22K | 0.00% | $12.32K |
| Virtu financial | 12.74K | 0.00% | $10.00K |
| Caldwell sutter capital | 1.31K | 0.00% | $1.05K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Xtx topco | 15.22K | 0.00% | 15.22K |
| Virtu financial | 12.74K | 0.00% | 12.74K |
| Two sigma securities | 10.76K | 0.00% | 10.76K |
| Pfg investments | 10.12K | 0.00% | 10.12K |
| Susquehanna group, llp | 59.55K | - | 9.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Repertoire partners lp | - | - | -474.94K |
| Bard associates | - | - | -407.13K |
| Gator capital management | 732.80K | 0.15% | -270.16K |
| Dimensional fund advisors lp | - | - | -69.42K |
| Vanguard group | 833.06K | - | -53.56K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Xtx topco | 15.22K | 0.00% | 15.22K | $12.32K |
| Virtu financial | 12.74K | 0.00% | 12.74K | $10.00K |
| Two sigma securities | 10.76K | 0.00% | 10.76K | $8.61K |
| Pfg investments | 10.12K | 0.00% | 10.12K | $8.10K |
Sold Out
| Holder | Change |
|---|---|
| Qube research | -2.00 |
| Jpmorgan chase | -36.00 |
| Federated hermes | -211.00 |
| Tower research capital llc (trc) | -649.00 |
| Atria wealth solutions | -10.12K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2024 | 26 | -16.13% | 3,922,020 | -3.76% | 20 | 4.55% | 6 | -14.29% | 9 | -30.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 352.28K | 1.75% | - |
| Vanguard Total Stock Mkt Idx Inv | 346.74K | 1.69% | -7.58K |
| Vanguard Balanced Index Inv | 225.61K | 1.10% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 205.36K | 1.00% | -93.58K |
| Fidelity Extended Market Index | 98.72K | 0.48% | -812.00 |
| 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% | - |
| Spartan Extended Market Index Pool F | 18.50K | 0.09% | 812.00 |
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 |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q3 | - | 2 |
| 2023 Q2 | - | - |
SOHO Ownership FAQ
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