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, Q1 2023
Institutional positions in Sotherly Hotels Inc. as of Mar 31, 2023. 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
- 29
- −2 vs. Q4 2022
- Shares held
- 5.01M
- +177.3K (+3.7%) vs. Q4 2022
- Total value
- $9.99M
- +$1.25M (+14.3%) vs. Q4 2022
- New holders
- 1
- 8 more added
- Sold out
- 3
- 10 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 113 | $225 | 0.00% | −1,497−93.0% | Reduced |
| Federated Hermes, Inc. | 339 | $676 | 0.00% | +339 | New |
| Caldwell Sutter Capital, Inc. | 1,315 | $2.62K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,106 | $4.20K | 0.00% | −6,363−75.1% | Reduced |
| True Wealth Design, LLC | 4,282 | $8.54K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $10.0K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 17,948 | $35.8K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 19,600 | $39.1K | 0.00% | +1,800+10.1% | Added |
| Tower Research Capital LLC (TRC) | 24,034 | $48.0K | 0.00% | −2,589−9.7% | Reduced |
| Citadel Advisors LLC | 24,665 | $49.2K | 0.00% | −9,014−26.8% | Reduced |
| Northern Trust Corp | 29,781 | $59.4K | 0.00% | +6,123+25.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,308 | $64.0K | 0.00% | −500−1.5% | Reduced |
| Bank of New York Mellon Corp | 37,915 | $75.6K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 38,202 | $76.2K | 0.00% | −9,865−20.5% | Reduced |
| Stony Point Wealth Management Inc. | 44,060 | $87.9K | 0.05% | +800+1.8% | Added |
| J.W. Cole Advisors, Inc. | 45,400 | $90.6K | 0.01% | −750−1.6% | Reduced |
| Morgan Stanley | 81,572 | $162.7K | 0.00% | +7,119+9.6% | Added |
| PSI Advisors, LLC | 86,075 | $171.7K | 0.08% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 97,570 | $194.7K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 109,659 | $218.8K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 118,501 | $236.4K | 0.00% | −2,000−1.7% | Reduced |
| Susquehanna International Group, LLP | 119,722 | $238.8K | 0.00% | −77,196−39.2% | Reduced |
| Renaissance Technologies LLC | 126,914 | $253.0K | 0.00% | −3,000−2.3% | Reduced |
| LSV Asset Management | 143,402 | $286.0K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 405,500 | $809.0K | 0.09% | 00.0% | Unchanged |
| Bard Associates Inc | 508,261 | $1.01M | 0.42% | +600+0.1% | Added |
| Vanguard Group Inc | 615,898 | $1.23M | 0.00% | +21,961+3.7% | Added |
| Gator Capital Management, LLC | 877,356 | $1.75M | 1.36% | +67,106+8.3% | Added |
| Thompson Davis & Co., Inc. | 1,389,228 | $2.77M | 3.62% | +220,584+18.9% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −35,030−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −38−100.0% | Sold out |