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 2024
Institutional positions in Sotherly Hotels Inc. as of Mar 31, 2024. 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
- 31
- −4 vs. Q4 2023
- Shares held
- 3.69M
- −338.9K (−8.4%) vs. Q4 2023
- Total value
- $5.35M
- −$652.0K (−10.9%) vs. Q4 2023
- New holders
- 0
- 8 more added
- Sold out
- 4
- 11 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 51 | $0 | 0.00% | −106−67.5% | Reduced |
| Qube Research & Technologies Ltd | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 38 | $55 | 0.00% | −2,684−98.6% | Reduced |
| JPMorgan Chase & Co | 41 | $59 | 0.00% | +13+46.4% | Added |
| Wells Fargo & Company | 132 | $191 | 0.00% | +2+1.5% | Added |
| Federated Hermes, Inc. | 418 | $606 | 0.00% | −608−59.3% | Reduced |
| Rhumbline Advisers | 533 | $772 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.91K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $2.17K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 3,345 | $4.85K | 0.00% | −1,210−26.6% | Reduced |
| True Wealth Design, LLC | 4,282 | $6.21K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $7.04K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,650 | $24.1K | 0.00% | +6,650+66.5% | Added |
| State Street Corp | 17,948 | $26.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 27,170 | $39.4K | 0.00% | −2,640−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 28,208 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 29,369 | $42.6K | 0.00% | −116−0.4% | Reduced |
| Bank of New York Mellon Corp | 29,842 | $43.3K | 0.00% | −6,592−18.1% | Reduced |
| BlackRock Inc. | 38,883 | $56.4K | 0.00% | −1,732−4.3% | Reduced |
| Citadel Advisors LLC | 45,887 | $66.5K | 0.00% | +10,525+29.8% | Added |
| Stony Point Wealth Management Inc. | 54,752 | $79.4K | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 74,548 | $108.1K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 89,434 | $130.0K | 0.00% | −21,380−19.3% | Reduced |
| PSI Advisors, LLC | 117,519 | $170.4K | 0.06% | +11,944+11.3% | Added |
| Geode Capital Management, LLC | 128,510 | $186.4K | 0.00% | +2,026+1.6% | Added |
| Susquehanna International Group, LLP | 152,840 | $221.6K | 0.00% | +34,423+29.1% | Added |
| Thompson Davis & Co., Inc. | 287,004 | $416.2K | 0.28% | −291,171−50.4% | Reduced |
| SPC Financial, Inc. | 405,500 | $588.0K | 0.06% | 00.0% | Unchanged |
| Bard Associates Inc | 497,055 | $720.7K | 0.26% | −4,421−0.9% | Reduced |
| Vanguard Group Inc | 675,428 | $979.4K | 0.00% | +1,800+0.3% | Added |
| Gator Capital Management, LLC | 954,804 | $1.38M | 0.74% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −53,650−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,996−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |