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 2022
Institutional positions in Sotherly Hotels Inc. as of Dec 31, 2022. 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
- 31
- +2 vs. Q3 2022
- Shares held
- 4.83M
- +872.9K (+22.1%) vs. Q3 2022
- Total value
- $8.74M
- +$1.30M (+17.5%) vs. Q3 2022
- New holders
- 4
- 14 more added
- Sold out
- 2
- 5 more reduced
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank of America Corp | 38 | $68 | 0.00% | +38 | New |
| US Bancorp | 1,265 | $2.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,315 | $2.38K | 0.00% | +1,315 | New |
| Wells Fargo & Company | 1,610 | $2.91K | 0.00% | +6+0.4% | Added |
| True Wealth Design, LLC | 4,282 | $7.75K | 0.00% | +4,282 | New |
| Nisa Investment Advisors, LLC | 4,852 | $9.00K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,469 | $15.3K | 0.00% | +6,563+344.3% | Added |
| Prudential Financial Inc | 17,800 | $32.2K | 0.00% | +1,800+11.3% | Added |
| State Street Corp | 17,948 | $32.5K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 23,658 | $42.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 26,623 | $48.0K | 0.00% | +7,509+39.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,808 | $59.0K | 0.00% | −5,510−14.4% | Reduced |
| Citadel Advisors LLC | 33,679 | $61.0K | 0.00% | +19,025+129.8% | Added |
| Jane Street Group, LLC | 35,030 | $63.4K | 0.00% | +24,028+218.4% | Added |
| Bank of New York Mellon Corp | 37,915 | $68.6K | 0.00% | −233−0.6% | Reduced |
| Stony Point Wealth Management Inc. | 43,260 | $78.3K | 0.04% | +7,200+20.0% | Added |
| J.W. Cole Advisors, Inc. | 46,150 | $83.5K | 0.01% | −3,600−7.2% | Reduced |
| BlackRock Inc. | 48,067 | $87.0K | 0.00% | +599+1.3% | Added |
| Morgan Stanley | 74,453 | $134.8K | 0.00% | +8,738+13.3% | Added |
| PSI Advisors, LLC | 86,075 | $155.8K | 0.08% | +4,000+4.9% | Added |
| Geode Capital Management, LLC | 97,570 | $176.0K | 0.00% | −276−0.3% | Reduced |
| Dimensional Fund Advisors LP | 109,659 | $199.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 120,501 | $218.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 129,914 | $235.0K | 0.00% | −63,100−32.7% | Reduced |
| LSV Asset Management | 143,402 | $260.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 196,918 | $356.4K | 0.00% | +196,918 | New |
| SPC Financial, Inc. | 405,500 | $734.0K | 0.09% | 00.0% | Unchanged |
| Bard Associates Inc | 507,661 | $918.9K | 0.40% | +114,550+29.1% | Added |
| Vanguard Group Inc | 593,937 | $1.08M | 0.00% | +2760.0% | Added |
| Gator Capital Management, LLC | 810,250 | $1.47M | 1.08% | +488,577+151.9% | Added |
| Thompson Davis & Co., Inc. | 1,168,644 | $2.12M | 3.01% | +60,600+5.5% | Added |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −71−100.0% | Sold out |