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 |
|---|---|---|---|---|---|
| Royal Bank of Canada | 55 | $0 | 0.00% | −86−61.0% | Reduced |
| Qube Research & Technologies Ltd | 2 | $3 | 0.00% | +2 | New |
| JPMorgan Chase & Co | 20 | $34 | 0.00% | +20 | New |
| Wells Fargo & Company | 121 | $204 | 0.00% | +1+0.8% | Added |
| Tower Research Capital LLC (TRC) | 342 | $578 | 0.00% | +342 | New |
| Rhumbline Advisers | 533 | $895 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 750 | $1.27K | 0.00% | −750−50.0% | Reduced |
| Federated Hermes, Inc. | 1,073 | $1.81K | 0.00% | +254+31.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,315 | $2.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $2.52K | 0.00% | +1,500 | New |
| UBS Group AG | 2,106 | $3.56K | 0.00% | −1,890−47.3% | Reduced |
| True Wealth Design, LLC | 4,282 | $7.24K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $8.15K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,668 | $24.8K | 0.00% | +14,668 | New |
| State Street Corp | 17,948 | $30.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 29,708 | $50.0K | 0.00% | −1,500−4.8% | Reduced |
| Northern Trust Corp | 29,781 | $50.3K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 35,610 | $60.2K | 0.00% | −13,791−27.9% | Reduced |
| Bank of New York Mellon Corp | 36,916 | $62.4K | 0.00% | −788−2.1% | Reduced |
| BlackRock Inc. | 41,085 | $69.4K | 0.00% | −2,231−5.2% | Reduced |
| J.W. Cole Advisors, Inc. | 45,600 | $77.1K | 0.01% | +4,700+11.5% | Added |
| Stony Point Wealth Management Inc. | 57,502 | $93.7K | 0.05% | +10,702+22.9% | Added |
| PSI Advisors, LLC | 87,575 | $148.0K | 0.06% | −500−0.6% | Reduced |
| Dimensional Fund Advisors LP | 100,640 | $169.1K | 0.00% | −5,908−5.5% | Reduced |
| Renaissance Technologies LLC | 123,712 | $209.0K | 0.00% | +2,836+2.3% | Added |
| Geode Capital Management, LLC | 126,484 | $212.6K | 0.00% | +1,702+1.4% | Added |
| LSV Asset Management | 143,402 | $241.0K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 405,500 | $685.3K | 0.08% | 00.0% | Unchanged |
| Bard Associates Inc | 512,076 | $860.3K | 0.36% | +4,965+1.0% | Added |
| Vanguard Group Inc | 666,240 | $1.13M | 0.00% | +27,062+4.2% | Added |
| Gator Capital Management, LLC | 954,804 | $1.61M | 1.14% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 1,306,091 | $2.21M | 2.73% | −127,487−8.9% | 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 |