Sotherly Hotels Ownership | Who Owns Sotherly Hotels?

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Sotherly Hotels Ownership Summary

Sotherly Hotels is owned by 21.05% institutional investors, 14.27% insiders, and 64.67% retail investors. Gator capital management is the largest institutional shareholder, holding 4.93% of SOHO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.77% of its assets in Sotherly Hotels shares.

SOHO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sotherly Hotels	21.05%	14.27%	64.67%
Sector	Real Estate Stocks	63.99%	7.35%	28.66%
Industry	Hotel & Motel REIT Stocks	81.96%	3.91%	14.12%
Idea	Travel Stocks List	58.57%	12.74%	28.69%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Gator capital management	954.80K	4.93%	$1.10M
Vanguard group	675.87K	3.49%	$777.25K
Bard associates	493.20K	2.55%	$567.19K
Spc financial	405.50K	2.09%	$466.32K
Gamco investors, inc. et al	369.00K	1.91%	$424.35K
Thompson davis	268.54K	1.39%	$308.81K
Ubs group	190.70K	0.98%	$219.30K
Geode capital management	149.71K	0.77%	$172.22K
Susquehanna group, llp	109.32K	0.56%	$125.72K
Psi advisors	90.52K	0.47%	$104.10K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gator capital management	954.80K	0.56%	$1.10M
Thompson davis	268.54K	0.27%	$308.81K
Bard associates	493.20K	0.22%	$567.19K
Spc financial	405.50K	0.04%	$466.32K
Psi advisors	90.52K	0.03%	$104.10K
Seneca house advisors	35.30K	0.02%	$40.59K
Gamco investors, inc. et al	369.00K	0.00%	$424.35K
True wealth design	4.28K	0.00%	$4.92K
Caldwell sutter capital	1.31K	0.00%	$1.51K
Renaissance	81.41K	0.00%	$93.63K

Top Buyers

Holder	Shares	% Assets	Change
Gamco investors, inc. et al	369.00K	0.00%	369.00K
Ubs group	190.70K	0.00%	187.35K
Geode capital management	149.71K	-	21.20K
Vanguard group	675.87K	-	446.00
Bank of america corp /de/	137.00	-	137.00

Top Sellers

Holder	Shares	% Assets	Change
Susquehanna group, llp	109.32K	-	-43.52K
Blackrock	6.67K	-	-32.22K
Bank of new york mellon	-	-	-29.84K
Psi advisors	90.52K	0.03%	-27.00K
Seneca house advisors	35.30K	0.02%	-19.45K

New Positions

Holder	Shares	% Assets	Change	Value
Gamco investors, inc. et al	369.00K	0.00%	369.00K	$424.35K

Sold Out

Holder	Change
Qube research	-2.00
Federated hermes	-211.00
Tower research capital llc (trc)	-649.00
Bank of new york mellon	-29.84K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	34	9.68%	4,026,638	-15.27%	21	3.30%	13	-	11	22.22%
Sep 30, 2023	31	6.90%	4,752,238	-5.85%	25	3.46%	13	-	9	12.50%
Jun 30, 2023	29	-	5,047,528	0.82%	27	3.75%	13	44.44%	8	-20.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	352.28K	1.77%	-
Vanguard Institutional Extnd Mkt Idx Tr	298.94K	1.51%	-
Fidelity Extended Market Index	121.67K	0.61%	12.60K
DFA Real Estate Securities I	66.17K	0.33%	-4.72K
Fidelity Series Total Market Index	25.78K	0.13%	5.73K
Vanguard Instl Ttl Stck Mkt Idx Tr	18.96K	0.10%	-
Vanguard Instl Ttl Stk Mkt Idx InstlPls	18.96K	0.10%	-
Northern Trust Extended Eq Market Idx	14.03K	0.07%	-
NT Ext Equity Mkt Idx Fd - L	14.03K	0.07%	-
Fidelity Total Market Index	11.94K	0.06%	8.43K

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
2024 Q2	-	-
2024 Q1	-	-
2023 Q3	-	2
2023 Q2	-	-
2023 Q1	-	1

SOHO Ownership FAQ

Who Owns Sotherly Hotels?

Sotherly Hotels shareholders are primarily institutional investors at 21.05%, followed by 14.27% insiders and 64.68% retail investors. The average institutional ownership in Sotherly Hotels's industry, Hotel & Motel REIT Stocks , is 81.96%, which Sotherly Hotels falls below.

Who owns the most shares of Sotherly Hotels?

Sotherly Hotels’s largest shareholders are Gator capital management (954.8K shares, 4.93%), Vanguard group (675.87K shares, 3.49%), and Bard associates (493.2K shares, 2.55%). Together, they hold 10.97% of Sotherly Hotels’s total shares outstanding.

Does Blackrock own Sotherly Hotels?

BlackRock is not among the top 10 institutional shareholders of Sotherly Hotels.

Who is Sotherly Hotels’s biggest shareholder by percentage of total assets invested?

Gator capital management is Sotherly Hotels’s biggest shareholder by percentage of total assets invested, with 0.56% of its assets in 954.8K Sotherly Hotels shares, valued at 1.1M$.

Who is the top mutual fund holder of Sotherly Hotels shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Sotherly Hotels shares, with 1.77% of its total shares outstanding invested in 352.28K Sotherly Hotels shares.

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