SOHO - Sotherly Hotels Inc.

NasdaqGM - NasdaqGM Delayed Price. Currency in USD

Major Holders

Currency in USD
Breakdown
23.09%% of Shares Held by All Insider
31.56%% of Shares Held by Institutions
41.04%% of Float Held by Institutions
52Number of Institutions Holding Shares
Direct Holders (Forms 3 and 4)
NameSharesDate Reported
SIMS ANDREW392,855Dec 12, 2016
FOLSOM DAVID R270,191Dec 14, 2016
DOMALSKI ANTHONY E57,000Feb 1, 2016
ZINNI ANTHONY C50,643Feb 14, 2017
STEIN EDWARD34,500Feb 14, 2017
BEATTY DAVID25,083Feb 14, 2017
GIBSON GEORGE S IV15,000Apr 24, 2017
WALKER HERSCHEL J8,250Feb 14, 2017

Top Institutional Holders

HolderSharesDate Reported% OutValue
Vanguard Group, Inc. (The)660,753Jun 29, 20174.78%4,433,652
Uniplan Investment Counsel, Inc.607,524Jun 29, 20174.40%4,076,486
Blackrock Inc.327,833Jun 29, 20172.37%2,199,759
Lsv Asset Management253,990Jun 29, 20171.84%1,704,272
Renaissance Technologies, LLC212,800Jun 29, 20171.54%1,427,888
Bard Associates Inc.204,611Jun 29, 20171.48%1,372,939
Granahan Investment Management Inc.146,960Jun 29, 20171.06%986,101
Baird Financial Group, Inc.141,253Jun 29, 20171.02%947,807
Laurel Wealth Advisors, Inc.135,800Jun 29, 20170.98%911,218
Hillsdale Investment Management Inc.130,875Jun 29, 20170.95%878,171

Top Mutual Fund Holders

HolderSharesDate Reported% OutValue
Vanguard Total Stock Market Index Fund464,390Mar 30, 20173.36%2,995,315
Vanguard Extended Market Index Fund162,825Mar 30, 20171.18%1,050,221
DFA Real Estate Securities Portfolio109,976Apr 29, 20170.80%719,243
Spirit of America Real Estate Income & Growth Fund52,000Jun 29, 20170.38%348,920
Fidelity Extended Market Index Fund42,144Jun 29, 20170.31%282,786
iShares Micro Cap ETF39,597Jun 29, 20170.29%265,695
Vanguard Balanced Index Fund21,370Mar 30, 20170.15%137,836
Price (T.Rowe) Extended Equity Market Index Fund14,600Jun 29, 20170.11%97,966
Fidelity NASDAQ Composite Index Fund7,917May 30, 20170.06%51,539
DFA Investment Dimensions-DFA Global Real Estate Securities Port6,273Apr 29, 20170.05%41,025