Sotherly Hotels Ownership | Who Owns Sotherly Hotels?
Sotherly Hotels Ownership Summary
Sotherly Hotels is owned by 20.18% institutional investors, 14.27% insiders, and 65.55% 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 | 20.18% | 14.27% | 65.55% |
Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
Industry | Hotel & Motel REIT Stocks | 81.81% | 4.18% | 14.02% |
Idea | Travel Stocks List | 59.04% | 12.77% | 28.19% |
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 % |
---|---|---|---|---|---|---|---|---|---|---|
Sep 30, 2024 | 26 | -16.13% | 3,922,020 | -3.76% | 20 | 4.55% | 6 | -14.29% | 9 | -30.77% |
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% |
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
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