​
​

Sotherly Hotels Ownership | Who Owns Sotherly Hotels?

OverviewRevenueFinancialsChartTranscripts

Sotherly Hotels Ownership Summary

Sotherly Hotels is owned by 21.05% institutional investors, and 78.95% retail investors. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.77% of its assets in Sotherly Hotels shares.

SOHO Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSotherly Hotels21.05%-78.95%
SectorReal Estate Stocks 63.96%-36.04%
IndustryHotel & Motel REIT Stocks 81.90%-18.10%
IdeaTravel Stocks List59.49%-40.51%
IdeaREIT Stocks 69.56%-30.44%

Institutional Shareholders

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024313.33%4,075,32710.51%215.50%7-12.50%1330.00%
Mar 31, 202430-11.76%3,687,809-8.41%194.32%8-38.46%10-9.09%
Dec 31, 2023349.68%4,026,638-15.27%213.30%13-1122.22%
Sep 30, 2023316.90%4,752,238-5.85%253.46%13-912.50%
Jun 30, 202329-5,047,5280.82%273.75%1344.44%8-20.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv352.28K1.77%-
Vanguard Institutional Extnd Mkt Idx Tr298.94K1.51%-
Fidelity Extended Market Index121.67K0.61%12.60K
DFA Real Estate Securities I66.17K0.33%-4.72K
Fidelity Series Total Market Index25.78K0.13%5.73K
Vanguard Instl Ttl Stck Mkt Idx Tr18.96K0.10%-
Vanguard Instl Ttl Stk Mkt Idx InstlPls18.96K0.10%-
Northern Trust Extended Eq Market Idx14.03K0.07%-
NT Ext Equity Mkt Idx Fd - L14.03K0.07%-
Fidelity Total Market Index11.94K0.06%8.43K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 20, 2023Sims Andrew ChairmanSell$2.04K
Sep 18, 2023Sims Andrew ChairmanSell$360.00
Mar 29, 2023Sims Andrew ChairmanSell$39.66K
Sep 19, 2022Sims Andrew ChairmanSell$64.31K
Jun 09, 2022Folsom David R President and CEOBuy$24.02K

Insider Transactions Trends

DateBuySell
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 0% insiders and 0% retail investors. The average institutional ownership in Sotherly Hotels's industry, Hotel & Motel REIT Stocks , is 81.90%, which Sotherly Hotels falls below.

Does Blackrock own Sotherly Hotels?

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

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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools