Sotherly Hotels Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATOR CAPITAL MANAGEMENT, LLC | 02/13/2025 | 1.00 M | $931,574 | 4.75% | 5.15% |
| VANGUARD GROUP INC | 02/11/2025 | 687,946 | $640,478 | -0.01% | 3.54% |
| GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 628,517 | $585,401 | 34.68% | 3.23% |
| REPERTOIRE PARTNERS LP | 02/18/2025 | 474,938 | $442,357 | 100.00% | 2.44% |
| BARD ASSOCIATES INC | 02/06/2025 | 408,625 | $380,593 | -8.83% | 2.10% |
| SPC FINANCIAL, INC. | 02/06/2025 | 405,500 | $377,683 | 0.00% | 2.09% |
| THOMPSON DAVIS & CO., INC. | 02/03/2025 | 323,201 | $301,029 | 21.72% | 1.66% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 181,036 | $168,664 | 2.33% | 0.93% |
| PSI ADVISORS, LLC | 01/13/2025 | 93,019 | $86,638 | -1.06% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 82,914 | $77,226 | -18.64% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 59,551 | $55,466 | 18.78% | 0.31% |
| PRUDENTIAL FINANCIAL INC | 02/11/2025 | 35,400 | $32,972 | 100.00% | 0.18% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 23,508 | $22,000 | -8.56% | 0.12% |
| JANE STREET GROUP, LLC | 02/14/2025 | 18,504 | $17,235 | 100.00% | 0.10% |
| UBS GROUP AG | 02/14/2025 | 15,606 | $14,529 | -28.79% | 0.08% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 15,150 | $14,111 | 100.00% | 0.08% |
| ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 10,120 | $9,426 | 100.00% | 0.05% |
| TRUE WEALTH DESIGN, LLC | 02/14/2025 | 4,281 | $3,988 | -0.02% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/10/2025 | 1,500 | $1,397 | 0.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 01/21/2025 | 1,315 | $1,225 | 0.00% | 0.01% |
| JPMORGAN CHASE & CO | 02/12/2025 | 39 | $36 | -4.88% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 1 | $1 | 0.00% | 0.00% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| SENECA HOUSE ADVISORS | 01/21/2025 | 0 | $0 | -100.00% | 0.00% |
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Sotherly Hotels Inc. institutional Ownership - FAQ's
During the previous two years, 44 institutional investors and hedge funds held shares of Sotherly Hotels Inc.. The most heavily invested institutionals were:
Gator Capital Management, LLC: 1 M
VANGUARD GROUP INC: 687,946
GAMCO INVESTORS, INC. ET AL: 628,517
Repertoire Partners LP: 474,938
BARD ASSOCIATES INC: 408,625
SPC Financial, Inc.: 405,500
23.37% of Sotherly Hotels Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 6.67 M shares in the last 24 months. This purchase volume represents approximately $6.34 M in transactions.