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 2023
Institutional positions in Sotherly Hotels Inc. as of Dec 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
- 35
- +3 vs. Q3 2023
- Shares held
- 4.03M
- −725.5K (−15.3%) vs. Q3 2023
- Total value
- $6.00M
- −$2.02M (−25.2%) vs. Q3 2023
- New holders
- 6
- 8 more added
- Sold out
- 3
- 11 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 157 | $0 | 0.00% | +102+185.5% | Added |
| FMR LLC | 1 | $1 | 0.00% | +1 | New |
| Qube Research & Technologies Ltd | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11 | $16 | 0.00% | +11 | New |
| JPMorgan Chase & Co | 28 | $42 | 0.00% | +8+40.0% | Added |
| Wells Fargo & Company | 130 | $193 | 0.00% | +9+7.4% | Added |
| Rhumbline Advisers | 533 | $794 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,026 | $1.53K | 0.00% | −47−4.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.96K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $2.23K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,722 | $4.06K | 0.00% | +2,380+695.9% | Added |
| True Wealth Design, LLC | 4,282 | $6.38K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 4,555 | $6.79K | 0.00% | +2,449+116.3% | Added |
| Nisa Investment Advisors, LLC | 4,852 | $7.23K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 10,000 | $14.9K | 0.00% | +10,000 | New |
| State Street Corp | 17,948 | $26.7K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 19,996 | $30.0K | 0.00% | +19,996 | New |
| Cambridge Investment Research Advisors, Inc. | 28,208 | $42.0K | 0.00% | −1,500−5.0% | Reduced |
| Northern Trust Corp | 29,485 | $43.9K | 0.00% | −296−1.0% | Reduced |
| Morgan Stanley | 29,810 | $44.4K | 0.00% | −5,800−16.3% | Reduced |
| Citadel Advisors LLC | 35,362 | $52.7K | 0.00% | +35,362 | New |
| Bank of New York Mellon Corp | 36,434 | $54.3K | 0.00% | −482−1.3% | Reduced |
| BlackRock Inc. | 40,615 | $60.5K | 0.00% | −470−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 53,650 | $79.9K | 0.00% | +8,050+17.7% | Added |
| Stony Point Wealth Management Inc. | 54,752 | $81.6K | 0.04% | −2,750−4.8% | Reduced |
| Dimensional Fund Advisors LP | 74,548 | $111.1K | 0.00% | −26,092−25.9% | Reduced |
| PSI Advisors, LLC | 105,575 | $157.3K | 0.06% | +18,000+20.6% | Added |
| Renaissance Technologies LLC | 110,814 | $165.0K | 0.00% | −12,898−10.4% | Reduced |
| Susquehanna International Group, LLP | 118,417 | $176.4K | 0.00% | +118,417 | New |
| Geode Capital Management, LLC | 126,484 | $188.5K | 0.00% | 00.0% | Unchanged |
| SPC Financial, Inc. | 405,500 | $604.2K | 0.06% | 00.0% | Unchanged |
| Bard Associates Inc | 501,476 | $747.2K | 0.28% | −10,600−2.1% | Reduced |
| Thompson Davis & Co., Inc. | 578,175 | $861.5K | 0.73% | −727,916−55.7% | Reduced |
| Vanguard Group Inc | 673,628 | $1.00M | 0.00% | +7,388+1.1% | Added |
| Gator Capital Management, LLC | 954,804 | $1.42M | 0.79% | 00.0% | Unchanged |
| LSV Asset Management | 0 | $0 | 0.00% | −143,402−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,668−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |