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Sotherly Hotels Inc.

SOHODelisted Feb 12, 2026
Industry
Real Estate Investment Trusts
SEC CIK
0001301236

Sotherly Hotels Inc. was delisted on Feb 12, 2026; its insiders filed their last Form 4 on Feb 12, 2026; 28 institutions reported holding it in 13F filings for Q4 2025, worth $8.08M in total; no superinvestor held it.

13F holders, Q4 2025

Institutional positions in Sotherly Hotels Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

SOHO is no longer listed, so this page shows Q4 2025. 13F filings for later quarters list far fewer holders.

Institutional holders
28
+4 vs. Q3 2025
Shares held
3.76M
+580.7K (+18.3%) vs. Q3 2025
Total value
$8.08M
+$5.53M (+216.6%) vs. Q3 2025
New holders
10
8 more added
Sold out
6
6 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOHO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 28 institutions
Q1 2021: 27 institutionsQ2 2021: 27 institutionsQ3 2021: 25 institutionsQ4 2021: 24 institutionsQ1 2022: 27 institutionsQ2 2022: 23 institutionsQ3 2022: 29 institutionsQ4 2022: 31 institutionsQ1 2023: 29 institutionsQ2 2023: 30 institutionsQ3 2023: 32 institutionsQ4 2023: 35 institutionsQ1 2024: 31 institutionsQ2 2024: 32 institutionsQ3 2024: 27 institutionsQ4 2024: 27 institutionsQ1 2025: 25 institutionsQ2 2025: 23 institutionsQ3 2025: 25 institutionsQ4 2025: 28 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2025: $8.08M
Q1 2021: $8.81MQ2 2021: $7.25MQ3 2021: $5.41MQ4 2021: $5.89MQ1 2022: $6.09MQ2 2022: $5.18MQ3 2022: $7.44MQ4 2022: $8.74MQ1 2023: $9.99MQ2 2023: $9.54MQ3 2023: $8.02MQ4 2023: $6.00MQ1 2024: $5.35MQ2 2024: $4.69MQ3 2024: $4.75MQ4 2024: $4.23MQ1 2025: $3.17MQ2 2025: $3.83MQ3 2025: $2.88MQ4 2025: $8.08MQ1 2026: $0Q2 2026: $0
Institutions holding SOHO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 202528$8.08M
Q3 202525$2.88M
Q2 202523$3.83M
Q1 202525$3.17M
Q4 202427$4.23M
Q3 202427$4.75M
Q2 202432$4.69M
Q1 202431$5.35M
Q4 202335$6.00M
Q3 202332$8.02M
Q2 202330$9.54M
Q1 202329$9.99M
Q4 202231$8.74M
Q3 202229$7.44M
Q2 202223$5.18M
Q1 202227$6.09M
Q4 202124$5.89M
Q3 202125$5.41M
Q2 202127$7.25M
Q1 202127$8.81M

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q3 2025.

Institutions holding SOHO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Gamco Investors, Inc. Et Al859,249$1.85M0.02%00.0%Unchanged
Cygnus Capital Advisors, LLC850,119$1.83M1.33%+850,119New
Vanguard Group Inc734,948$1.58M0.00%−98,116−11.8%Reduced
AlphaCore Capital LLC315,000$677.3K0.02%+315,000New
PenderFund Capital Management Ltd.184,798$397.3K0.06%+184,798New
Geode Capital Management, LLC165,055$355.0K0.00%−1,888−1.1%Reduced
JBF Capital, Inc.100,000$215.0K0.03%+100,000New
State Street Corp81,448$175.1K0.00%+63,500+353.8%Added
Morgan Stanley76,949$165.4K0.00%+60,306+362.4%Added
Oxford Asset Management LLP60,000$129.0K0.05%+60,000New
Prelude Capital Management, LLC54,052$116.2K0.01%+54,052New
Renaissance Technologies LLC51,714$111.2K0.00%−31,600−37.9%Reduced
Susquehanna International Group, LLP37,254$80.1K0.00%+6,367+20.6%Added
Northern Trust Corp37,048$79.7K0.00%+8,441+29.5%Added
Virtu Financial LLC31,986$69.0K0.00%+19,247+151.1%Added
CSS LLC22,500$48.4K0.00%+22,500New
LPL Financial LLC20,136$43.3K0.00%+20,136New
XTX Topco Ltd16,199$34.8K0.00%+983+6.5%Added
UBS Group AG14,274$30.7K0.00%+13,969+4,580.0%Added
Raymond James Financial Inc14,150$30.4K0.00%−100−0.7%Reduced
Citadel Advisors LLC12,250$26.3K0.00%+12,250New
Thompson Davis & Co., Inc.12,000$25.8K0.02%−220,901−94.8%Reduced
Nisa Investment Advisors, LLC2,608$5.61K0.00%−2,244−46.2%Reduced
Creative Financial Designs Inc1,500$3.23K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.1,315$2.83K0.00%00.0%Unchanged
Fortitude Family Office, LLC233$5010.00%+233New
Bank of America Corp165$3550.00%+5+3.1%Added
Wells Fargo & Company1$20.00%00.0%Unchanged
Gator Capital Management, LLC0$00.00%−732,802−100.0%Sold out
PSI Advisors, LLC0$00.00%−97,023−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−10,764−100.0%Sold out
PFG Investments, LLC0$00.00%−10,120−100.0%Sold out
True Wealth Design, LLC0$00.00%−4,281−100.0%Sold out
Advisor Group Holdings, Inc.0$00.00%−1,400−100.0%Sold out
SPC Financial, Inc.––––Not filed