Who owns Sotherly Hotels?

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Analyze quarterly positions in Sotherly Hotels with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Sotherly Hotels stock

Who bought or sold Sotherly Hotels this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 674k $1.0M 1% Dec 2023
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Thompson Davis & Co 578k $862k -56% Dec 2023
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SPC Financial 406k $604k 0% Dec 2023
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PSI Advisors 106k $157k 21% Dec 2023
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Dimensional Fund Advisors 75k $111k -26% Dec 2023
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Stony Point Wealth Management 55k $82k -5% Dec 2023
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J.w. Cole Advisors 54k $80k 18% Dec 2023
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Bank of New York Mellon 36k $54k -1% Dec 2023
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Citadel Advisors 35k $53k 100% Dec 2023
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Cambridge Investment Research Advisors 28k $42k -5% Dec 2023
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Virtu Financial 20k $30k 100% Dec 2023
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Raymond James & Associates 10k $15k 100% Dec 2023
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NISA Investment Advisors 4.9k $7.2k 0% Dec 2023
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UBS Group 4.6k $6.8k 116% Dec 2023
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True Wealth Design 4.3k $6.4k 0% Dec 2023
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Creative Financial Designs 1.5k $2.2k 0% Dec 2023
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Caldwell Sutter Capital 1.3k $2.0k 0% Dec 2023
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Federated Investors 1.0k $1.5k -4% Dec 2023
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Rhumbline Advisers 533.00 $794.010100 0% Dec 2023
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Royal Bank of Canada 157.00 $0 185% Dec 2023
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Wells Fargo & Company 130.00 $193.492000 7% Dec 2023
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Jpmorgan Chase & Co 28.00 $42.000000 40% Dec 2023
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Bank of America Corporation 11.00 $15.999500 100% Dec 2023
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Who sold out of Sotherly Hotels?

Fund or Company Name Date Sold Shares Held Valued At
LSV Asset Management Sep 2023 143k $241k
Jane Street Sep 2023 15k $25k
Parallel Advisors Sep 2023 750.00 $1.3k