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, Q3 2021
Institutional positions in Sotherly Hotels Inc. as of Sep 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
- 25
- −2 vs. Q2 2021
- Shares held
- 2.11M
- −302.4K (−12.5%) vs. Q2 2021
- Total value
- $5.41M
- −$1.84M (−25.4%) vs. Q2 2021
- New holders
- 3
- 5 more added
- Sold out
- 5
- 7 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Barclays PLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,588 | $4.00K | 0.00% | −7−0.4% | Reduced |
| UBS Group AG | 3,209 | $8.00K | 0.00% | −593−15.6% | Reduced |
| Nisa Investment Advisors, LLC | 4,852 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,495 | $19.0K | 0.00% | −5,375−41.8% | Reduced |
| Morgan Stanley | 9,871 | $25.0K | 0.00% | +89+0.9% | Added |
| Stifel Financial Corp | 10,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 13,679 | $35.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 21,198 | $54.0K | 0.00% | +2,119+11.1% | Added |
| Northern Trust Corp | 23,782 | $61.0K | 0.00% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 31,000 | $79.4K | 0.01% | −1,000−3.1% | Reduced |
| PSI Advisors, LLC | 32,622 | $84.0K | 0.04% | +32,622 | New |
| Bank of New York Mellon Corp | 38,353 | $98.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 38,500 | $99.0K | 0.04% | +38,500 | New |
| Citadel Advisors LLC | 41,835 | $107.0K | 0.00% | +41,835 | New |
| Cambridge Investment Research Advisors, Inc. | 46,434 | $119.0K | 0.00% | +8,600+22.7% | Added |
| BlackRock Inc. | 47,355 | $122.0K | 0.00% | −3,150−6.2% | Reduced |
| Renaissance Technologies LLC | 49,014 | $125.0K | 0.00% | −87,545−64.1% | Reduced |
| Squarepoint Ops LLC | 56,005 | $143.0K | 0.00% | −12,543−18.3% | Reduced |
| Geode Capital Management, LLC | 89,564 | $229.0K | 0.00% | +4,274+5.0% | Added |
| Dimensional Fund Advisors LP | 112,327 | $288.0K | 0.00% | 00.0% | Unchanged |
| LSV Asset Management | 201,002 | $514.0K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 236,886 | $606.0K | 0.20% | +18,675+8.6% | Added |
| SPC Financial, Inc. | 405,500 | $1.04M | 0.13% | 00.0% | Unchanged |
| Vanguard Group Inc | 590,969 | $1.51M | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −259,114−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −45,411−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,564−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,487−100.0% | Sold out |
| Lowe Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |