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 |
|---|---|---|---|---|---|
| Barclays PLC | 1 | $0 | 0.00% | −5,590−100.0% | Reduced |
| Wells Fargo & Company | 1,595 | $5.00K | 0.00% | +1+0.1% | Added |
| UBS Group AG | 3,802 | $11.0K | 0.00% | +1,591+72.0% | Added |
| Nisa Investment Advisors, LLC | 4,852 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 5,291 | $16.0K | 0.01% | 00.0% | Unchanged |
| Morgan Stanley | 9,782 | $29.0K | 0.00% | −26−0.3% | Reduced |
| Stifel Financial Corp | 10,000 | $30.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,870 | $39.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 13,487 | $40.0K | 0.00% | +13,487 | New |
| Bollard Group LLC | 13,679 | $41.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,564 | $47.0K | 0.01% | +15,564 | New |
| Tower Research Capital LLC (TRC) | 19,079 | $58.0K | 0.00% | +19,079 | New |
| Northern Trust Corp | 23,782 | $71.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 32,000 | $96.0K | 0.01% | −2,500−7.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 37,834 | $114.0K | 0.00% | +17,963+90.4% | Added |
| Bank of New York Mellon Corp | 38,353 | $115.0K | 0.00% | −5,527−12.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 45,411 | $136.0K | 0.01% | +45,411 | New |
| BlackRock Inc. | 50,505 | $151.0K | 0.00% | +585+1.2% | Added |
| Squarepoint Ops LLC | 68,548 | $206.0K | 0.00% | +26,214+61.9% | Added |
| Geode Capital Management, LLC | 85,290 | $255.0K | 0.00% | +26,332+44.7% | Added |
| Dimensional Fund Advisors LP | 112,327 | $337.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 136,559 | $410.0K | 0.00% | −99,156−42.1% | Reduced |
| LSV Asset Management | 201,002 | $603.0K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 218,211 | $655.0K | 0.21% | +37,850+21.0% | Added |
| CIBC World Markets Inc. | 259,114 | $777.0K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 405,500 | $1.22M | 0.15% | 00.0% | Unchanged |
| Vanguard Group Inc | 590,969 | $1.77M | 0.00% | −140,021−19.2% | 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 |