Sotherly Hotels Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GATOR CAPITAL MANAGEMENT, LLC | 11/14/2024 | 954,804 | $1.16 M | 0.00% | 4.91% |
| VANGUARD GROUP INC | 11/13/2024 | 688,047 | $832,537 | 1.80% | 3.54% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 466,688 | $564,692 | 26.47% | 2.40% |
| BARD ASSOCIATES INC | 11/06/2024 | 448,205 | $542,328 | -9.12% | 2.31% |
| SPC FINANCIAL, INC. | 10/16/2024 | 405,500 | $490,655 | 0.00% | 2.09% |
| THOMPSON DAVIS & CO., INC. | 11/08/2024 | 265,535 | $321,297 | -1.12% | 1.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 176,909 | $214,110 | 18.17% | 0.91% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 101,914 | $123,316 | 25.18% | 0.52% |
| PSI ADVISORS, LLC | 10/22/2024 | 94,019 | $113,763 | 3.87% | 0.48% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 69,421 | $84,000 | -6.88% | 0.36% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 50,134 | $60,662 | -54.14% | 0.26% |
| SENECA HOUSE ADVISORS | 10/04/2024 | 31,700 | $38,357 | -10.20% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 25,708 | $31,000 | 0.00% | 0.13% |
| CITADEL ADVISORS LLC | 11/14/2024 | 24,362 | $29,478 | -44.18% | 0.13% |
| UBS GROUP AG | 11/14/2024 | 21,914 | $26,516 | -88.51% | 0.11% |
| MORGAN STANLEY | 11/14/2024 | 21,027 | $25,442 | -10.21% | 0.11% |
| STATE STREET CORP | 11/14/2024 | 17,948 | $21,717 | 0.00% | 0.09% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 16,650 | $20,147 | 0.00% | 0.09% |
| NISA INVESTMENT ADVISORS, LLC | 10/24/2024 | 4,852 | $5,871 | 0.00% | 0.03% |
| TRUE WEALTH DESIGN, LLC | 11/14/2024 | 4,282 | $5,181 | 0.00% | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 10/28/2024 | 1,500 | $1,815 | 0.00% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 10/25/2024 | 1,315 | $1,591 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 203 | $245 | 48.18% | 0.00% |
| JPMORGAN CHASE & CO | 12/26/2024 | 41 | $50 | -6.82% | 0.00% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 1 | $1 | 0.00% | 0.00% |
| FEDERATED HERMES, INC. | 11/13/2024 | 0 | $0 | -100.00% | 0.00% |
| RHUMBLINE ADVISERS | 11/12/2024 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
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:
Gator Capital Management, LLC: 954,804
VANGUARD GROUP INC: 688,047
GAMCO INVESTORS, INC. ET AL: 466,688
BARD ASSOCIATES INC: 448,205
SPC Financial, Inc.: 405,500
THOMPSON DAVIS & CO., INC.: 265,535
20.18% of Sotherly Hotels Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.91 M shares in the last 24 months. This purchase volume represents approximately $5.20 M in transactions.