Sotherly Hotels Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 859.25 K | $687.40 K | 0.17% | 4.28% |
| VANGUARD GROUP INC | 11/07/2025 | 833.06 K | $674.78 K | -6.04% | 4.15% |
| GATOR CAPITAL MANAGEMENT, LLC | 11/13/2025 | 732.80 K | $586.24 K | -26.94% | 3.65% |
| SPC FINANCIAL, INC. | 11/05/2025 | 405.50 K | $324.40 K | 0.00% | 2.02% |
| THOMPSON DAVIS & CO., INC. | 11/05/2025 | 232.90 K | $186.32 K | -13.61% | 1.16% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 166.94 K | $135.24 K | -0.59% | 0.83% |
| PSI ADVISORS, LLC | 11/12/2025 | 97.02 K | $77.62 K | -26.51% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 83.31 K | $66.65 K | 3.22% | 0.42% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 30.89 K | $25.02 K | -49.75% | 0.15% |
| NORTHERN TRUST CORP | 11/14/2025 | 28.61 K | $22.89 K | -2.50% | 0.14% |
| STATE STREET CORP | 11/14/2025 | 17.95 K | $14.54 K | 0.00% | 0.09% |
| MORGAN STANLEY | 11/14/2025 | 16.64 K | $13.32 K | -0.16% | 0.08% |
| XTX TOPCO LTD | 11/14/2025 | 15.22 K | $12.32 K | 100.00% | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 14.25 K | $11.40 K | -5.94% | 0.07% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 12.74 K | $10.00 K | 100.00% | 0.06% |
| TWO SIGMA SECURITIES, LLC | 11/14/2025 | 10.76 K | $8.61 K | 100.00% | 0.05% |
| PFG INVESTMENTS, LLC | 10/31/2025 | 10.12 K | $8.10 K | 100.00% | 0.05% |
| NISA INVESTMENT ADVISORS, LLC | 10/23/2025 | 4.85 K | $3.93 K | 0.00% | 0.02% |
| TRUE WEALTH DESIGN, LLC | 10/21/2025 | 4.28 K | $3.47 K | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 1.50 K | $1.22 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.40 K | $1.01 K | 0.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 10/29/2025 | 1.32 K | $1.05 K | 0.00% | 0.01% |
| UBS GROUP AG | 11/13/2025 | 305 | $244 | 16.86% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 160 | $128 | -6.43% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 1 | $1 | 0.00% | 0.00% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 0 | $0 | -100.00% | 0.00% |
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Sotherly Hotels Inc. institutional Ownership - FAQ's
During the previous two years, 42 institutional investors and hedge funds held shares of Sotherly Hotels Inc.. The most heavily invested institutionals were:
GAMCO INVESTORS, INC. ET AL: 859,249
VANGUARD GROUP INC: 833,064
Gator Capital Management, LLC: 732,802
SPC Financial, Inc.: 405,500
THOMPSON DAVIS & CO., INC.: 232,901
GEODE CAPITAL MANAGEMENT, LLC: 166,943
17.85% of Sotherly Hotels Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.71 M shares in the last 24 months. This purchase volume represents approximately $4.65 M in transactions.