Sotherly Hotels Ownership | Who Owns Sotherly Hotels?

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Sotherly Hotels Ownership Summary

Sotherly Hotels is owned by 20.83% institutional investors, 14.27% insiders, and 64.89% retail investors. Gator capital management is the largest institutional shareholder, holding 5.15% of SOHO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.79% of its assets in Sotherly Hotels shares.

SOHO Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sotherly Hotels	20.83%	14.27%	64.89%
Sector	Real Estate Stocks	55.70%	8.24%	36.06%
Industry	Hotel & Motel REIT Stocks	65.10%	4.28%	30.62%
Idea	Travel Stocks List	48.88%	13.50%	37.62%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Gator capital management	1.00M	5.15%	$931.57K
Vanguard group	687.95K	3.54%	$640.48K
Gamco investors, inc. et al	628.52K	3.23%	$585.40K
Bard associates	408.63K	2.10%	$380.59K
Spc financial	405.50K	2.09%	$377.68K
Thompson davis	323.20K	1.66%	$301.03K
Geode capital management	181.04K	0.93%	$168.66K
Psi advisors	93.02K	0.48%	$86.64K
Renaissance	82.91K	0.43%	$77.23K
Susquehanna group, llp	59.55K	0.31%	$55.47K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Gator capital management	1.00M	0.35%	$931.57K
Thompson davis	323.20K	0.19%	$301.03K
Bard associates	408.63K	0.13%	$380.59K
Spc financial	405.50K	0.03%	$377.68K
Psi advisors	93.02K	0.03%	$86.64K
Gamco investors, inc. et al	628.52K	0.01%	$585.40K
True wealth design	4.28K	0.00%	$3.99K
Caldwell sutter capital	1.31K	0.00%	$1.23K
Renaissance	82.91K	0.00%	$77.23K
Creative financial designs inc /adv	1.50K	0.00%	$1.40K

Top Buyers

Holder	Shares	% Assets	Change
Gamco investors, inc. et al	628.52K	0.01%	161.83K
Thompson davis	323.20K	0.19%	57.67K
Gator capital management	1.00M	0.35%	45.38K
Prudential financial	35.40K	-	35.40K
Jane street group	18.50K	-	18.50K

Top Sellers

Holder	Shares	% Assets	Change
Dimensional fund advisors lp	-	-	-69.42K
Bard associates	408.63K	0.13%	-39.58K
Blackrock	6.67K	-	-32.22K
Seneca house advisors	-	-	-31.70K
Bank of new york mellon	-	-	-29.84K

New Positions

Holder	Shares	% Assets	Change	Value
Prudential financial	35.40K	-	35.40K	$32.97K
Jane street group	18.50K	-	18.50K	$17.23K
Raymond james financial	15.15K	-	15.15K	$14.11K
Atria wealth solutions	10.12K	0.00%	10.12K	$9.43K

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
Seneca house advisors	-31.70K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	354.32K	1.79%	2.04K
Vanguard US Total Market Shares ETF	352.28K	1.75%	-
Vanguard Institutional Extnd Mkt Idx Tr	298.94K	1.51%	-
Fidelity Extended Market Index	114.79K	0.58%	-731.00
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	0.10%	-
Fidelity Total Market Index	17.76K	0.09%	-
PGIM Quantitative Solutions US Micro Cap	17.70K	0.09%	17.70K

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

Who Owns Sotherly Hotels?

Sotherly Hotels shareholders are primarily institutional investors at 20.83%, followed by 14.27% insiders and 64.90% retail investors. The average institutional ownership in Sotherly Hotels's industry, Hotel & Motel REIT Stocks , is 65.10%, which Sotherly Hotels falls below.

Who owns the most shares of Sotherly Hotels?

Sotherly Hotels’s largest shareholders are Gator capital management (1M shares, 5.15%), Vanguard group (687.95K shares, 3.54%), and Gamco investors, inc. et al (628.52K shares, 3.23%). Together, they hold 11.92% 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 0.35% of its assets in 1M Sotherly Hotels shares, valued at 931.57K$.

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 1.79% of its total shares outstanding invested in 354.32K Sotherly Hotels shares.

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