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, Q2 2021
Institutional positions in Sotherly Hotels Inc. as of Jun 30, 2021. 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
- Institutional holders
- 27
- 0 vs. Q1 2021
- Shares held
- 2.42M
- −115.1K (−4.5%) vs. Q1 2021
- Total value
- $7.25M
- −$1.56M (−17.7%) vs. Q1 2021
- New holders
- 4
- 7 more added
- Sold out
- 4
- 6 more reduced
Compare with Q1 2021: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 28 | $8.08M |
| Q3 2025 | 25 | $2.88M |
| Q2 2025 | 23 | $3.83M |
| Q1 2025 | 25 | $3.17M |
| Q4 2024 | 27 | $4.23M |
| Q3 2024 | 27 | $4.75M |
| Q2 2024 | 32 | $4.69M |
| Q1 2024 | 31 | $5.35M |
| Q4 2023 | 35 | $6.00M |
| Q3 2023 | 32 | $8.02M |
| Q2 2023 | 30 | $9.54M |
| Q1 2023 | 29 | $9.99M |
| Q4 2022 | 31 | $8.74M |
| Q3 2022 | 29 | $7.44M |
| Q2 2022 | 23 | $5.18M |
| Q1 2022 | 27 | $6.09M |
| Q4 2021 | 24 | $5.89M |
| Q3 2021 | 25 | $5.41M |
| Q2 2021 | 27 | $7.25M |
| Q1 2021 | 27 | $8.81M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 590,969 | $1.77M | 0.00% | −140,021−19.2% | Reduced |
| SPC Financial, Inc. | 405,500 | $1.22M | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 259,114 | $777.0K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 218,211 | $655.0K | 0.21% | +37,850+21.0% | Added |
| LSV Asset Management | 201,002 | $603.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 136,559 | $410.0K | 0.00% | −99,156−42.1% | Reduced |
| Dimensional Fund Advisors LP | 112,327 | $337.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 85,290 | $255.0K | 0.00% | +26,332+44.7% | Added |
| Squarepoint Ops LLC | 68,548 | $206.0K | 0.00% | +26,214+61.9% | Added |
| BlackRock Inc. | 50,505 | $151.0K | 0.00% | +585+1.2% | Added |
| Prime Capital Investment Advisors, LLC | 45,411 | $136.0K | 0.01% | +45,411 | New |
| Bank of New York Mellon Corp | 38,353 | $115.0K | 0.00% | −5,527−12.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,834 | $114.0K | 0.00% | +17,963+90.4% | Added |
| Independent Financial Group, LLC | 32,000 | $96.0K | 0.01% | −2,500−7.2% | Reduced |
| Northern Trust Corp | 23,782 | $71.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 19,079 | $58.0K | 0.00% | +19,079 | New |
| Two Sigma Securities, LLC | 15,564 | $47.0K | 0.01% | +15,564 | New |
| Bollard Group LLC | 13,679 | $41.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,487 | $40.0K | 0.00% | +13,487 | New |
| Advisor Group Holdings, Inc. | 12,870 | $39.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 9,782 | $29.0K | 0.00% | −26−0.3% | Reduced |
| Lowe Wealth Advisors, LLC | 5,291 | $16.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $15.0K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,802 | $11.0K | 0.00% | +1,591+72.0% | Added |
| Wells Fargo & Company | 1,595 | $5.00K | 0.00% | +1+0.1% | Added |
| Barclays PLC | 1 | $0 | 0.00% | −5,590−100.0% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −29,863−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,275−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −55−100.0% | Sold out |