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 2023
Institutional positions in Sotherly Hotels Inc. as of Sep 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
- 32
- +2 vs. Q2 2023
- Shares held
- 4.75M
- −295.4K (−5.9%) vs. Q2 2023
- Total value
- $8.02M
- −$1.52M (−15.9%) vs. Q2 2023
- New holders
- 5
- 8 more added
- Sold out
- 3
- 10 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Thompson Davis & Co., Inc. | 1,306,091 | $2.21M | 2.73% | −127,487−8.9% | Reduced |
| Gator Capital Management, LLC | 954,804 | $1.61M | 1.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 666,240 | $1.13M | 0.00% | +27,062+4.2% | Added |
| Bard Associates Inc | 512,076 | $860.3K | 0.36% | +4,965+1.0% | Added |
| SPC Financial, Inc. | 405,500 | $685.3K | 0.08% | 00.0% | Unchanged |
| LSV Asset Management | 143,402 | $241.0K | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 126,484 | $212.6K | 0.00% | +1,702+1.4% | Added |
| Renaissance Technologies LLC | 123,712 | $209.0K | 0.00% | +2,836+2.3% | Added |
| Dimensional Fund Advisors LP | 100,640 | $169.1K | 0.00% | −5,908−5.5% | Reduced |
| PSI Advisors, LLC | 87,575 | $148.0K | 0.06% | −500−0.6% | Reduced |
| Stony Point Wealth Management Inc. | 57,502 | $93.7K | 0.05% | +10,702+22.9% | Added |
| J.W. Cole Advisors, Inc. | 45,600 | $77.1K | 0.01% | +4,700+11.5% | Added |
| BlackRock Inc. | 41,085 | $69.4K | 0.00% | −2,231−5.2% | Reduced |
| Bank of New York Mellon Corp | 36,916 | $62.4K | 0.00% | −788−2.1% | Reduced |
| Morgan Stanley | 35,610 | $60.2K | 0.00% | −13,791−27.9% | Reduced |
| Northern Trust Corp | 29,781 | $50.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,708 | $50.0K | 0.00% | −1,500−4.8% | Reduced |
| State Street Corp | 17,948 | $30.2K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,668 | $24.8K | 0.00% | +14,668 | New |
| Nisa Investment Advisors, LLC | 4,852 | $8.15K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,282 | $7.24K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 2,106 | $3.56K | 0.00% | −1,890−47.3% | Reduced |
| Creative Financial Designs Inc | 1,500 | $2.52K | 0.00% | +1,500 | New |
| Caldwell Sutter Capital, Inc. | 1,315 | $2.22K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,073 | $1.81K | 0.00% | +254+31.0% | Added |
| Parallel Advisors, LLC | 750 | $1.27K | 0.00% | −750−50.0% | Reduced |
| Rhumbline Advisers | 533 | $895 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 342 | $578 | 0.00% | +342 | New |
| Wells Fargo & Company | 121 | $204 | 0.00% | +1+0.8% | Added |
| JPMorgan Chase & Co | 20 | $34 | 0.00% | +20 | New |
| Qube Research & Technologies Ltd | 2 | $3 | 0.00% | +2 | New |
| Royal Bank of Canada | 55 | $0 | 0.00% | −86−61.0% | Reduced |
| LPL Financial LLC | 0 | $0 | 0.00% | −118,501−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −55,909−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −34,789−100.0% | Sold out |