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 2023
Institutional positions in Sotherly Hotels Inc. as of Jun 30, 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
- 30
- +1 vs. Q1 2023
- Shares held
- 5.05M
- +41.1K (+0.8%) vs. Q1 2023
- Total value
- $9.54M
- −$448.4K (−4.5%) vs. Q1 2023
- New holders
- 3
- 11 more added
- Sold out
- 2
- 8 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Davis & Co., Inc. | 1,433,578 | $2.71M | 3.07% | +44,350+3.2% | Added |
| Gator Capital Management, LLC | 954,804 | $1.80M | 1.27% | +77,448+8.8% | Added |
| Vanguard Group Inc | 639,178 | $1.21M | 0.00% | +23,280+3.8% | Added |
| Bard Associates Inc | 507,111 | $958.4K | 0.37% | −1,150−0.2% | Reduced |
| SPC Financial, Inc. | 405,500 | $766.4K | 0.08% | 00.0% | Unchanged |
| LSV Asset Management | 143,402 | $271.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 124,782 | $235.8K | 0.00% | +27,212+27.9% | Added |
| Renaissance Technologies LLC | 120,876 | $228.0K | 0.00% | −6,038−4.8% | Reduced |
| LPL Financial LLC | 118,501 | $224.0K | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 106,548 | $201.4K | 0.00% | −3,111−2.8% | Reduced |
| PSI Advisors, LLC | 88,075 | $166.5K | 0.07% | +2,000+2.3% | Added |
| Susquehanna International Group, LLP | 55,909 | $105.7K | 0.00% | −63,813−53.3% | Reduced |
| Morgan Stanley | 49,401 | $93.4K | 0.00% | −32,171−39.4% | Reduced |
| Stony Point Wealth Management Inc. | 46,800 | $88.5K | 0.04% | +2,740+6.2% | Added |
| BlackRock Inc. | 43,316 | $81.9K | 0.00% | +5,114+13.4% | Added |
| J.W. Cole Advisors, Inc. | 40,900 | $77.3K | 0.01% | −4,500−9.9% | Reduced |
| Bank of New York Mellon Corp | 37,704 | $71.3K | 0.00% | −211−0.6% | Reduced |
| Citadel Advisors LLC | 34,789 | $65.8K | 0.00% | +10,124+41.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,208 | $59.0K | 0.00% | −1,100−3.4% | Reduced |
| Northern Trust Corp | 29,781 | $56.3K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 17,948 | $33.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $9.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,282 | $8.09K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,996 | $7.55K | 0.00% | +1,890+89.7% | Added |
| Parallel Advisors, LLC | 1,500 | $2.83K | 0.00% | +1,500 | New |
| Caldwell Sutter Capital, Inc. | 1,315 | $2.48K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 819 | $1.55K | 0.00% | +480+141.6% | Added |
| Rhumbline Advisers | 533 | $1.01K | 0.00% | +533 | New |
| Wells Fargo & Company | 120 | $226 | 0.00% | +7+6.2% | Added |
| Royal Bank of Canada | 141 | $0 | 0.00% | +141 | New |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −24,034−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |