Sotherly Hotels Ownership 2024 | Who Owns Sotherly Hotels Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

21.05%

Insider Ownership

14.27%

Retail Ownership

64.67%

Institutional Holders

31.00

Sotherly Hotels Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GATOR CAPITAL MANAGEMENT, LLC	4.93%	0.56%	954,804	-	-	1,098,025	Jun 30, 2024
VANGUARD GROUP INC	3.49%	-	675,874	446	0.07%	777,255	Jun 30, 2024
BARD ASSOCIATES INC	2.55%	0.22%	493,205	-3,850	-0.77%	567,186	Jun 30, 2024
SPC FINANCIAL, INC.	2.09%	0.04%	405,500	-	-	466,325	Jun 30, 2024
GAMCO INVESTORS, INC. ET AL	1.91%	0.00%	369,000	369,000	100.00%	424,350	Jun 30, 2024
THOMPSON DAVIS & CO., INC.	1.39%	0.27%	268,535	-18,469	-6.44%	308,815	Jun 30, 2024
UBS GROUP AG	0.98%	0.00%	190,697	187,352	5600.96%	219,302	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.77%	-	149,713	21,203	16.50%	172,219	Jun 30, 2024
PSI ADVISORS, LLC	0.47%	0.03%	90,519	-27,000	-22.98%	104,097	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.42%	0.00%	81,414	-8,020	-8.97%	93,626	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.39%	-	74,548	-	-	85,731	Jun 30, 2024
SENECA HOUSE ADVISORS	0.18%	0.02%	35,300	-19,452	-35.53%	40,595	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	29,341	-28	-0.10%	33,742,000	Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	0.00%	25,708	-2,500	-8.86%	30,000	Jun 30, 2024
MORGAN STANLEY	0.12%	-	23,417	-3,753	-13.81%	26,929	Jun 30, 2024
STATE STREET CORP	0.09%	-	17,948	-	-	20,640,000	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.09%	-	16,650	-	-	19,148	Jun 30, 2024
BLACKROCK INC.	0.03%	-	6,666	-32,217	-82.86%	7,666	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	-	4,852	-	-	5,580	Jun 30, 2024
TRUE WEALTH DESIGN, LLC	0.02%	0.00%	4,282	-	-	4,925	Jun 30, 2024

Sotherly Hotels's largest institutional shareholder is GATOR CAPITAL MANAGEMENT, LLC, holding 4.93% of the company's total share outstanding, currently valued at $1.10M. The top 10 institutional shareholders own together 19.01% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GATOR CAPITAL MANAGEMENT, LLC	4.93%	0.56%	954,804	-	-	1,098,025	Jun 30, 2024
THOMPSON DAVIS & CO., INC.	1.39%	0.27%	268,535	-18,469	-6.44%	308,815	Jun 30, 2024
BARD ASSOCIATES INC	2.55%	0.22%	493,205	-3,850	-0.77%	567,186	Jun 30, 2024
SPC FINANCIAL, INC.	2.09%	0.04%	405,500	-	-	466,325	Jun 30, 2024
PSI ADVISORS, LLC	0.47%	0.03%	90,519	-27,000	-22.98%	104,097	Jun 30, 2024
SENECA HOUSE ADVISORS	0.18%	0.02%	35,300	-19,452	-35.53%	40,595	Jun 30, 2024
GAMCO INVESTORS, INC. ET AL	1.91%	0.00%	369,000	369,000	100.00%	424,350	Jun 30, 2024
TRUE WEALTH DESIGN, LLC	0.02%	0.00%	4,282	-	-	4,925	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.01%	0.00%	1,315	-	-	1,512	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.42%	0.00%	81,414	-8,020	-8.97%	93,626	Jun 30, 2024
CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	0.00%	1,500	-	-	1,725	Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	0.00%	25,708	-2,500	-8.86%	30,000	Jun 30, 2024
UBS GROUP AG	0.98%	0.00%	190,697	187,352	5600.96%	219,302	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	-	4,852	-	-	5,580	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.39%	-	74,548	-	-	85,731	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.77%	-	149,713	21,203	16.50%	172,219	Jun 30, 2024
VANGUARD GROUP INC	3.49%	-	675,874	446	0.07%	777,255	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	-	649	611	1607.89%	746	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.09%	-	16,650	-	-	19,148	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	29,341	-28	-0.10%	33,742,000	Jun 30, 2024

The largest Sotherly Hotels shareholder by % of total assets is GATOR CAPITAL MANAGEMENT, LLC. The company owns 954.80K shares of Sotherly Hotels (SOHO), representing 0.56% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GAMCO INVESTORS, INC. ET AL	1.91%	0.00%	369,000	369,000	100.00%	424,350	Jun 30, 2024
UBS GROUP AG	0.98%	0.00%	190,697	187,352	5600.96%	219,302	Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC	0.77%	-	149,713	21,203	16.50%	172,219	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	0.00%	-	649	611	1607.89%	746	Jun 30, 2024
VANGUARD GROUP INC	3.49%	-	675,874	446	0.07%	777,255	Jun 30, 2024
BANK OF AMERICA CORP /DE/	0.00%	-	137	137	100.00%	158	Jun 30, 2024
JPMORGAN CHASE & CO	0.00%	-	44	3	7.32%	51	Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	-	-	2	-	-	2	Jun 30, 2024
RHUMBLINE ADVISERS	0.00%	-	533	-	-	612	Jun 30, 2024
STATE STREET CORP	0.09%	-	17,948	-	-	20,640,000	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.09%	-	16,650	-	-	19,148	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.39%	-	74,548	-	-	85,731	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	-	4,852	-	-	5,580	Jun 30, 2024
CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	0.00%	1,500	-	-	1,725	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.01%	0.00%	1,315	-	-	1,512	Jun 30, 2024
TRUE WEALTH DESIGN, LLC	0.02%	0.00%	4,282	-	-	4,925	Jun 30, 2024
SPC FINANCIAL, INC.	2.09%	0.04%	405,500	-	-	466,325	Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC	4.93%	0.56%	954,804	-	-	1,098,025	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	29,341	-28	-0.10%	33,742,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-131	-99.24%	1	Jun 30, 2024

As of Jun 30 2024, Sotherly Hotels's largest institutional buyer is GAMCO INVESTORS, INC. ET AL. The company purchased 369.00K stocks of SOHO, valued at $424.35K.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	0.03%	-	6,666	-32,217	-82.86%	7,666	Jun 30, 2024
BANK OF NEW YORK MELLON CORP	-	-	-	-29,842	-100.00%	-	Jun 30, 2024
PSI ADVISORS, LLC	0.47%	0.03%	90,519	-27,000	-22.98%	104,097	Jun 30, 2024
SENECA HOUSE ADVISORS	0.18%	0.02%	35,300	-19,452	-35.53%	40,595	Jun 30, 2024
THOMPSON DAVIS & CO., INC.	1.39%	0.27%	268,535	-18,469	-6.44%	308,815	Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC	0.42%	0.00%	81,414	-8,020	-8.97%	93,626	Jun 30, 2024
BARD ASSOCIATES INC	2.55%	0.22%	493,205	-3,850	-0.77%	567,186	Jun 30, 2024
MORGAN STANLEY	0.12%	-	23,417	-3,753	-13.81%	26,929	Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	0.00%	25,708	-2,500	-8.86%	30,000	Jun 30, 2024
FEDERATED HERMES, INC.	0.00%	-	211	-207	-49.52%	243,000	Jun 30, 2024
WELLS FARGO & COMPANY/MN	-	-	1	-131	-99.24%	1	Jun 30, 2024
NORTHERN TRUST CORP	0.15%	-	29,341	-28	-0.10%	33,742,000	Jun 30, 2024
GATOR CAPITAL MANAGEMENT, LLC	4.93%	0.56%	954,804	-	-	1,098,025	Jun 30, 2024
SPC FINANCIAL, INC.	2.09%	0.04%	405,500	-	-	466,325	Jun 30, 2024
TRUE WEALTH DESIGN, LLC	0.02%	0.00%	4,282	-	-	4,925	Jun 30, 2024
CALDWELL SUTTER CAPITAL, INC.	0.01%	0.00%	1,315	-	-	1,512	Jun 30, 2024
CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	0.00%	1,500	-	-	1,725	Jun 30, 2024
NISA INVESTMENT ADVISORS, LLC	0.03%	-	4,852	-	-	5,580	Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP	0.39%	-	74,548	-	-	85,731	Jun 30, 2024
RAYMOND JAMES & ASSOCIATES	0.09%	-	16,650	-	-	19,148	Jun 30, 2024

As of Jun 30 2024, Sotherly Hotels's biggest institutional seller is BLACKROCK INC.. The company sold -32.22K shares of SOHO, valued at $7.67K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
GAMCO INVESTORS, INC. ET AL	1.91%	0.00%	369,000	369,000	100.00%	424,350	Jun 30, 2024

Sotherly Hotels's largest new institutional shareholder by number of shares is GAMCO INVESTORS, INC. ET AL, purchased 369.00K shares, valued at $424.35K, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BANK OF NEW YORK MELLON CORP	-	-	-	-29,842	-100.00%	-	Jun 30, 2024

Sotherly Hotels's largest sold out institutional shareholder by shares sold is BANK OF NEW YORK MELLON CORP, sold -29.84K shares, valued at -, as of undefined.

Sotherly Hotels Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
PIONEER BOND FUND /DE/	0.04%	2,375,000	-	-	Mar 28, 2024
VANGUARD VALLEY FORGE FUNDS	0.02%	10,121	-	-	Mar 31, 2024
SPIRIT OF AMERICA INVESTMENT FUND INC	0.02%	17,702	-	-	Feb 29, 2024
AMG Funds I	0.01%	28,696	-	-	Jan 31, 2024
WESTERN ASSET FUNDS INC	0.01%	34,000,000	-	-	Mar 28, 2024
Pioneer Series Trust IV	0.01%	125,000	-	-	Jan 31, 2024
PIONEER VARIABLE CONTRACTS TRUST /MA/	0.00%	100,000	-	-	Mar 28, 2024
VANGUARD INDEX FUNDS	0.00%	638,596	-297,137	-31.75%	Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	18,957	-	-	Mar 31, 2024
FIDELITY CONCORD STREET TRUST	0.00%	119,610	1,349	1.14%	Feb 29, 2024
PIONEER SERIES TRUST XIV	0.00%	1,500,000	-	-	Mar 28, 2024
SA FUNDS INVESTMENT TRUST	0.00%	3,111	-	-	Mar 31, 2024
SCHWAB CAPITAL TRUST	0.00%	6,858	-	-	Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	71,297	-	-	Jan 31, 2024
NATIONWIDE MUTUAL FUNDS	0.00%	7,620	-	-	Jan 31, 2024
ALLSPRING MASTER TRUST	0.00%	2,192	-	-	Feb 29, 2024
Advisors' Inner Circle Fund II	0.00%	20,643	-	-	Jan 31, 2024
NORTHERN FUNDS	0.00%	2,334	-	-	Mar 28, 2024
USAA MUTUAL FUNDS TRUST	0.00%	1,783	-	-	Jan 31, 2024
EQ ADVISORS TRUST	0.00%	3,185	-	-	Mar 31, 2024
iSHARES TRUST	0.00%	35,698	-949	-2.59%	Mar 31, 2024
Morningstar Funds Trust	0.00%	846,000	-	-	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	646	-	-	Mar 31, 2024

Sotherly Hotels's largest mutual fund holder by % of total assets is "PIONEER BOND FUND /DE/", owning 2.38M shares, compromising 0.04% of its total assets.

Sotherly Hotels Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	31	3.33%
31 Mar, 24	30	-11.76%
31 Dec, 23	34	9.68%
30 Sep, 23	31	6.90%
30 Jun, 23	29	-
31 Mar, 23	29	-6.45%
31 Dec, 22	31	6.90%
30 Sep, 22	29	26.09%
30 Jun, 22	23	-14.81%
31 Mar, 22	27	17.39%
31 Dec, 21	23	-4.17%
30 Sep, 21	24	-4.00%
30 Jun, 21	25	-
31 Mar, 21	25	-7.41%
31 Dec, 20	27	8.00%
30 Sep, 20	25	-7.41%
30 Jun, 20	27	-10.00%
31 Mar, 20	30	-25.00%
31 Dec, 19	40	-9.09%
30 Sep, 19	44	15.79%
30 Jun, 19	38	11.76%
31 Mar, 19	34	-2.86%
31 Dec, 18	35	-5.41%
30 Sep, 18	37	2.78%
30 Jun, 18	36	5.88%
31 Mar, 18	34	-5.56%
31 Dec, 17	36	-10.00%
30 Sep, 17	40	-2.44%
30 Jun, 17	41	-4.65%
31 Mar, 17	43	-2.27%
31 Dec, 16	44	2.33%
30 Sep, 16	43	2.38%
30 Jun, 16	42	-
31 Mar, 16	42	2.44%
31 Dec, 15	41	-6.82%
30 Sep, 15	44	12.82%
30 Jun, 15	39	21.88%
31 Mar, 15	32	6.67%
31 Dec, 14	30	-11.76%
30 Sep, 14	34	6.25%
30 Jun, 14	32	33.33%
31 Mar, 14	24	-
31 Dec, 13	24	41.18%
30 Sep, 13	17	-5.56%
30 Jun, 13	18	800.00%
31 Mar, 13	2	-

As of 30 Jun 24, 31 institutions are holding Sotherly Hotels's shares, representing an increase of 3.33% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	4,075,327	10.51%
31 Mar, 24	3,687,809	-8.41%
31 Dec, 23	4,026,638	-15.27%
30 Sep, 23	4,752,238	-5.85%
30 Jun, 23	5,047,528	0.82%
31 Mar, 23	5,006,578	3.67%
31 Dec, 22	4,829,253	21.62%
30 Sep, 22	3,970,853	33.23%
30 Jun, 22	2,980,506	0.75%
31 Mar, 22	2,958,330	5.06%
31 Dec, 21	2,815,977	33.33%
30 Sep, 21	2,112,040	-11.39%
30 Jun, 21	2,383,406	-4.51%
31 Mar, 21	2,495,988	-2.62%
31 Dec, 20	2,563,261	-8.27%
30 Sep, 20	2,794,225	-1.66%
30 Jun, 20	2,841,301	-23.89%
31 Mar, 20	3,732,924	-12.98%
31 Dec, 19	4,289,863	-0.49%
30 Sep, 19	4,310,913	0.74%
30 Jun, 19	4,279,403	3.05%
31 Mar, 19	4,152,697	-2.82%
31 Dec, 18	4,273,256	-11.62%
30 Sep, 18	4,835,284	15.18%
30 Jun, 18	4,198,059	12.94%
31 Mar, 18	3,717,007	-8.40%
31 Dec, 17	4,057,858	-0.32%
30 Sep, 17	4,070,979	10.92%
30 Jun, 17	3,670,299	-3.25%
31 Mar, 17	3,793,641	-3.02%
31 Dec, 16	3,911,625	-5.97%
30 Sep, 16	4,160,111	-6.54%
30 Jun, 16	4,451,192	-5.37%
31 Mar, 16	4,703,710	-3.63%
31 Dec, 15	4,880,758	4.65%
30 Sep, 15	4,663,683	-2.11%
30 Jun, 15	4,764,116	66.75%
31 Mar, 15	2,856,989	2.67%
31 Dec, 14	2,782,745	-28.53%
30 Sep, 14	3,893,640	3.34%
30 Jun, 14	3,767,840	4.39%
31 Mar, 14	3,609,501	5.62%
31 Dec, 13	3,417,490	64.89%
30 Sep, 13	2,072,645	-1.75%
30 Jun, 13	2,109,498	346.35%
31 Mar, 13	472,608	-

Sotherly Hotels (SOHO) has 4.08M shares outstanding as of 30 Jun 24, up 10.51% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	21.05%	5.50%
31 Mar, 24	19.57%	4.32%
31 Dec, 23	21.30%	3.30%
30 Sep, 23	25.40%	3.46%
30 Jun, 23	27.09%	3.75%
31 Mar, 23	26.87%	3.90%
31 Dec, 22	26.23%	5.42%
30 Sep, 22	22.00%	7.82%
30 Jun, 22	16.78%	5.65%
31 Mar, 22	17.23%	5.86%
31 Dec, 21	17.15%	10.12%
30 Sep, 21	13.02%	5.05%
30 Jun, 21	16.05%	5.50%
31 Mar, 21	17.08%	5.32%
31 Dec, 20	17.91%	4.71%
30 Sep, 20	19.50%	4.94%
30 Jun, 20	19.86%	2.89%
31 Mar, 20	26.20%	2.67%
31 Dec, 19	31.32%	3.13%
30 Sep, 19	31.61%	3.21%
30 Jun, 19	31.41%	3.37%
31 Mar, 19	30.51%	3.09%
31 Dec, 18	31.43%	2.46%
30 Sep, 18	35.78%	3.69%
30 Jun, 18	31.12%	4.09%
31 Mar, 18	27.59%	3.14%
31 Dec, 17	29.62%	3.41%
30 Sep, 17	29.45%	4.17%
30 Jun, 17	26.57%	3.63%
31 Mar, 17	27.05%	3.92%
31 Dec, 16	26.26%	3.39%
30 Sep, 16	27.83%	3.14%
30 Jun, 16	29.77%	2.94%
31 Mar, 16	31.80%	2.80%
31 Dec, 15	33.68%	3.14%
30 Sep, 15	32.73%	1.67%
30 Jun, 15	44.24%	6.09%
31 Mar, 15	26.96%	3.75%
31 Dec, 14	26.82%	1.90%
30 Sep, 14	37.61%	2.84%
30 Jun, 14	36.39%	2.92%
31 Mar, 14	35.30%	3.15%
31 Dec, 13	33.48%	8.08%
30 Sep, 13	20.36%	4.72%
30 Jun, 13	20.77%	37.77%
31 Mar, 13	7.42%	-

As of 30 Jun 24, Sotherly Hotels is held by 21.05% institutional shareholders, representing a 5.50% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	7	-12.50%
31 Mar, 24	8	-38.46%
31 Dec, 23	13	-
30 Sep, 23	13	-
30 Jun, 23	13	44.44%
31 Mar, 23	9	-50.00%
31 Dec, 22	18	63.64%
30 Sep, 22	11	22.22%
30 Jun, 22	9	-30.77%
31 Mar, 22	13	44.44%
31 Dec, 21	9	-
30 Sep, 21	9	-18.18%
30 Jun, 21	11	83.33%
31 Mar, 21	6	-53.85%
31 Dec, 20	13	116.67%
30 Sep, 20	6	-14.29%
30 Jun, 20	7	-22.22%
31 Mar, 20	9	-50.00%
31 Dec, 19	18	-10.00%
30 Sep, 19	20	-
30 Jun, 19	20	42.86%
31 Mar, 19	14	16.67%
31 Dec, 18	12	-36.84%
30 Sep, 18	19	11.76%
30 Jun, 18	17	88.89%
31 Mar, 18	9	-18.18%
31 Dec, 17	11	-42.11%
30 Sep, 17	19	18.75%
30 Jun, 17	16	-20.00%
31 Mar, 17	20	-13.04%
31 Dec, 16	23	9.52%
30 Sep, 16	21	10.53%
30 Jun, 16	19	26.67%
31 Mar, 16	15	-11.76%
31 Dec, 15	17	-32.00%
30 Sep, 15	25	8.70%
30 Jun, 15	23	43.75%
31 Mar, 15	16	6.67%
31 Dec, 14	15	15.38%
30 Sep, 14	13	-23.53%
30 Jun, 14	17	54.55%
31 Mar, 14	11	-15.38%
31 Dec, 13	13	160.00%
30 Sep, 13	5	-68.75%
30 Jun, 13	16	700.00%
31 Mar, 13	2	-

7 institutional shareholders have increased their position in SOHO stock as of 30 Jun 24 compared to 8 in the previous quarter (a -12.50% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	13	30.00%
31 Mar, 24	10	-9.09%
31 Dec, 23	11	22.22%
30 Sep, 23	9	12.50%
30 Jun, 23	8	-20.00%
31 Mar, 23	10	100.00%
31 Dec, 22	5	-28.57%
30 Sep, 22	7	-12.50%
30 Jun, 22	8	33.33%
31 Mar, 22	6	20.00%
31 Dec, 21	5	-16.67%
30 Sep, 21	6	50.00%
30 Jun, 21	4	-50.00%
31 Mar, 21	8	-20.00%
31 Dec, 20	10	-16.67%
30 Sep, 20	12	-7.69%
30 Jun, 20	13	-13.33%
31 Mar, 20	15	25.00%
31 Dec, 19	12	-7.69%
30 Sep, 19	13	116.67%
30 Jun, 19	6	-50.00%
31 Mar, 19	12	-29.41%
31 Dec, 18	17	54.55%
30 Sep, 18	11	37.50%
30 Jun, 18	8	-33.33%
31 Mar, 18	12	-7.69%
31 Dec, 17	13	44.44%
30 Sep, 17	9	-18.18%
30 Jun, 17	11	-15.38%
31 Mar, 17	13	18.18%
31 Dec, 16	11	-
30 Sep, 16	11	10.00%
30 Jun, 16	10	-33.33%
31 Mar, 16	15	-
31 Dec, 15	15	36.36%
30 Sep, 15	11	83.33%
30 Jun, 15	6	-33.33%
31 Mar, 15	9	12.50%
31 Dec, 14	8	-33.33%
30 Sep, 14	12	71.43%
30 Jun, 14	7	75.00%
31 Mar, 14	4	33.33%
31 Dec, 13	3	-40.00%
30 Sep, 13	5	400.00%
30 Jun, 13	1	-
31 Mar, 13	-	-

13 institutional shareholders have reduced their position in SOHO stock as of 30 Jun 24 compared to 10 in the previous quarter (a 30.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	31	3.33%	4,075,327	10.51%	21.05%	5.50%	7	-12.50%	13	30.00%
31 Mar, 24	30	-11.76%	3,687,809	-8.41%	19.57%	4.32%	8	-38.46%	10	-9.09%
31 Dec, 23	34	9.68%	4,026,638	-15.27%	21.30%	3.30%	13	-	11	22.22%
30 Sep, 23	31	6.90%	4,752,238	-5.85%	25.40%	3.46%	13	-	9	12.50%
30 Jun, 23	29	-	5,047,528	0.82%	27.09%	3.75%	13	44.44%	8	-20.00%
31 Mar, 23	29	-6.45%	5,006,578	3.67%	26.87%	3.90%	9	-50.00%	10	100.00%
31 Dec, 22	31	6.90%	4,829,253	21.62%	26.23%	5.42%	18	63.64%	5	-28.57%
30 Sep, 22	29	26.09%	3,970,853	33.23%	22.00%	7.82%	11	22.22%	7	-12.50%
30 Jun, 22	23	-14.81%	2,980,506	0.75%	16.78%	5.65%	9	-30.77%	8	33.33%
31 Mar, 22	27	17.39%	2,958,330	5.06%	17.23%	5.86%	13	44.44%	6	20.00%
31 Dec, 21	23	-4.17%	2,815,977	33.33%	17.15%	10.12%	9	-	5	-16.67%
30 Sep, 21	24	-4.00%	2,112,040	-11.39%	13.02%	5.05%	9	-18.18%	6	50.00%
30 Jun, 21	25	-	2,383,406	-4.51%	16.05%	5.50%	11	83.33%	4	-50.00%
31 Mar, 21	25	-7.41%	2,495,988	-2.62%	17.08%	5.32%	6	-53.85%	8	-20.00%
31 Dec, 20	27	8.00%	2,563,261	-8.27%	17.91%	4.71%	13	116.67%	10	-16.67%
30 Sep, 20	25	-7.41%	2,794,225	-1.66%	19.50%	4.94%	6	-14.29%	12	-7.69%
30 Jun, 20	27	-10.00%	2,841,301	-23.89%	19.86%	2.89%	7	-22.22%	13	-13.33%
31 Mar, 20	30	-25.00%	3,732,924	-12.98%	26.20%	2.67%	9	-50.00%	15	25.00%
31 Dec, 19	40	-9.09%	4,289,863	-0.49%	31.32%	3.13%	18	-10.00%	12	-7.69%
30 Sep, 19	44	15.79%	4,310,913	0.74%	31.61%	3.21%	20	-	13	116.67%
30 Jun, 19	38	11.76%	4,279,403	3.05%	31.41%	3.37%	20	42.86%	6	-50.00%
31 Mar, 19	34	-2.86%	4,152,697	-2.82%	30.51%	3.09%	14	16.67%	12	-29.41%
31 Dec, 18	35	-5.41%	4,273,256	-11.62%	31.43%	2.46%	12	-36.84%	17	54.55%
30 Sep, 18	37	2.78%	4,835,284	15.18%	35.78%	3.69%	19	11.76%	11	37.50%
30 Jun, 18	36	5.88%	4,198,059	12.94%	31.12%	4.09%	17	88.89%	8	-33.33%
31 Mar, 18	34	-5.56%	3,717,007	-8.40%	27.59%	3.14%	9	-18.18%	12	-7.69%
31 Dec, 17	36	-10.00%	4,057,858	-0.32%	29.62%	3.41%	11	-42.11%	13	44.44%
30 Sep, 17	40	-2.44%	4,070,979	10.92%	29.45%	4.17%	19	18.75%	9	-18.18%
30 Jun, 17	41	-4.65%	3,670,299	-3.25%	26.57%	3.63%	16	-20.00%	11	-15.38%
31 Mar, 17	43	-2.27%	3,793,641	-3.02%	27.05%	3.92%	20	-13.04%	13	18.18%
31 Dec, 16	44	2.33%	3,911,625	-5.97%	26.26%	3.39%	23	9.52%	11	-
30 Sep, 16	43	2.38%	4,160,111	-6.54%	27.83%	3.14%	21	10.53%	11	10.00%
30 Jun, 16	42	-	4,451,192	-5.37%	29.77%	2.94%	19	26.67%	10	-33.33%
31 Mar, 16	42	2.44%	4,703,710	-3.63%	31.80%	2.80%	15	-11.76%	15	-
31 Dec, 15	41	-6.82%	4,880,758	4.65%	33.68%	3.14%	17	-32.00%	15	36.36%
30 Sep, 15	44	12.82%	4,663,683	-2.11%	32.73%	1.67%	25	8.70%	11	83.33%
30 Jun, 15	39	21.88%	4,764,116	66.75%	44.24%	6.09%	23	43.75%	6	-33.33%
31 Mar, 15	32	6.67%	2,856,989	2.67%	26.96%	3.75%	16	6.67%	9	12.50%
31 Dec, 14	30	-11.76%	2,782,745	-28.53%	26.82%	1.90%	15	15.38%	8	-33.33%
30 Sep, 14	34	6.25%	3,893,640	3.34%	37.61%	2.84%	13	-23.53%	12	71.43%
30 Jun, 14	32	33.33%	3,767,840	4.39%	36.39%	2.92%	17	54.55%	7	75.00%
31 Mar, 14	24	-	3,609,501	5.62%	35.30%	3.15%	11	-15.38%	4	33.33%
31 Dec, 13	24	41.18%	3,417,490	64.89%	33.48%	8.08%	13	160.00%	3	-40.00%
30 Sep, 13	17	-5.56%	2,072,645	-1.75%	20.36%	4.72%	5	-68.75%	5	400.00%
30 Jun, 13	18	800.00%	2,109,498	346.35%	20.77%	37.77%	16	700.00%	1	-
31 Mar, 13	2	-	472,608	-	7.42%	-	2	-	-	-

Sotherly Hotels Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Sep 20, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	200	$1.80	$360.00	327,703
Sep 20, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	1,133	$1.80	$2.04K	326,570
Mar 30, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	20,000	$1.98	$39.66K	-

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 02, 2024	Robertston Walter S III	director	-		Sell	-	-	-	-
Sep 20, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	200	$1.80	$360.00	327,703
Sep 20, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	1,133	$1.80	$2.04K	326,570
Aug 18, 2023	Sims Andrew	director, officer	Chairman	C-Conversion	Sell	252,903	-	-	-
Apr 28, 2023	Sims Andrew	director, officer	Chairman	C-Conversion	Sell	75,000	-	-	252,903
Mar 30, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	20,000	$1.98	$39.66K	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 02, 2024	Robertston Walter S III	director	-		Sell	-	-	-	-
Jan 22, 2024	Gibson George S IV	director	-	A-Award	Buy	3,000	-	-	73,093
Jan 22, 2024	ZINNI ANTHONY C	director	-	A-Award	Buy	3,000	-	-	107,164
Jan 22, 2024	Walker Herschel J	director	-	A-Award	Buy	3,000	-	-	53,573
Jan 22, 2024	Caldwell Maria L	director	-	A-Award	Buy	3,000	-	-	45,190
Jan 22, 2024	Stein Edward	director	-	A-Award	Buy	750	-	-	89,051
Jan 19, 2024	Sims Andrew	director, officer	Chairman	A-Award	Buy	23,715	-	-	685,267
Jan 19, 2024	Folsom David R	director, officer	President and CEO	A-Award	Buy	44,955	-	-	488,761
Jan 19, 2024	Domalski Anthony E	officer	Chief Financial Officer	A-Award	Buy	24,900	-	-	209,950
Jan 19, 2024	Kucinski Scott M	officer	EVP & Chief Operating Officer	A-Award	Buy	18,695	-	-	118,445
Sep 20, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	200	$1.80	$360.00	327,703
Sep 20, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	1,133	$1.80	$2.04K	326,570
Aug 18, 2023	Sims Andrew	director, officer	Chairman	C-Conversion	Buy	252,903	-	-	327,903
Aug 18, 2023	Sims Andrew	director, officer	Chairman	C-Conversion	Sell	252,903	-	-	-
Apr 28, 2023	Sims Andrew	director, officer	Chairman	C-Conversion	Sell	75,000	-	-	252,903
Apr 28, 2023	Sims Andrew	director, officer	Chairman	C-Conversion	Buy	75,000	-	-	75,000
Mar 30, 2023	Sims Andrew	director, officer	Chairman	S-Sale	Sell	20,000	$1.98	$39.66K	-
Jan 25, 2023	Sims Andrew	officer	Chairman	A-Award	Buy	75,000	-	-	504,302
Jan 25, 2023	Kucinski Scott M	officer	EVP & Chief Operating Officer	A-Award	Buy	28,000	-	-	99,750
Jan 25, 2023	Folsom David R	officer	President and CEO	A-Award	Buy	38,000	-	-	443,806

The last insider sell of Sotherly Hotels's stock was made by Robertston Walter S III on May 02 2024, selling - shares at - per share (valued at -).

Sotherly Hotels Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	1	-
Q1 2024	9	-	-
Q3 2023	1	3	33.33%
Q2 2023	2	1	200.00%
Q1 2023	15	1	1500.00%
Q3 2022	3	1	300.00%
Q2 2022	3	1	300.00%
Q1 2022	14	-	-
Q2 2021	-	3	-
Q1 2021	9	2	450.00%
Q4 2020	9	-	-
Q1 2020	8	1	800.00%
Q3 2019	3	5	60.00%
Q2 2019	-	5	-
Q1 2019	5	-	-
Q1 2018	7	-	-
Q2 2017	-	1	-
Q1 2017	4	-	-
Q4 2016	5	1	500.00%
Q1 2016	10	2	500.00%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by Sotherly Hotels's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	-	-	-
Q3 2023	-	2	-
Q2 2023	-	-	-
Q1 2023	-	1	-
Q3 2022	-	1	-
Q2 2022	1	-	-
Q1 2022	-	-	-
Q2 2021	-	3	-
Q1 2021	-	2	-
Q4 2020	-	-	-
Q1 2020	-	-	-
Q3 2019	3	5	60.00%
Q2 2019	-	4	-
Q1 2019	-	-	-
Q1 2018	-	-	-
Q2 2017	-	-	-
Q1 2017	-	-	-
Q4 2016	5	1	500.00%
Q1 2016	-	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Sotherly Hotels's stocks.

Sotherly Hotels Peer Ownership

Ticker	Company
HT	Hersha Hospitality Trust
RLJ	RLJ Lodging Trust
SVC	Service Properties Trust
DRH	DiamondRock Hospitality Company
INN	Summit Hotel Properties, Inc.
XHR	Xenia Hotels & Resorts, Inc.
CLDT	Chatham Lodging Trust

SOHO Ownership FAQ

Who Owns Sotherly Hotels?

Sotherly Hotels is owned by institutional shareholders (21.05%), insiders (14.27%), and public (64.67%). The largest institutional shareholder of Sotherly Hotels is GATOR CAPITAL MANAGEMENT, LLC (4.93% of total shares) and the top mutual fund owner is PIONEER BOND FUND /DE/ (0.04% of total shares).

Who are the major institutional shareholders of Sotherly Hotels?

Sotherly Hotels's major institutional shareholders are GATOR CAPITAL MANAGEMENT, LLC, VANGUARD GROUP INC, BARD ASSOCIATES INC, SPC FINANCIAL, INC., and GAMCO INVESTORS, INC. ET AL. The top five shareholders own together 14.97% of the company's share outstanding.

How many Sotherly Hotels shareholders are there?

As of Jun 2024, there are 31 institutional shareholders of Sotherly Hotels.

What percentage of Sotherly Hotels is owned by GATOR CAPITAL MANAGEMENT, LLC?

GATOR CAPITAL MANAGEMENT, LLC owns 954.8K shares of Sotherly Hotels, representing 4.93% of the company's total shares outstanding, valued at $1.1M (as of Jun 2024).

What percentage of Sotherly Hotels is owned by VANGUARD GROUP INC?

As of Jun 2024, VANGUARD GROUP INC holds 675.87K shares of Sotherly Hotels (SOHO), compromising 3.49% of the company, valued at $777.26K.

What percentage of Sotherly Hotels is owned by BARD ASSOCIATES INC?

BARD ASSOCIATES INC is the third largest holder of Sotherly Hotels. The company owns 493.2K of the company's shares outstanding (worth $567.19K).