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 2024
Institutional positions in Sotherly Hotels Inc. as of Jun 30, 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
- 32
- +1 vs. Q1 2024
- Shares held
- 4.08M
- +387.7K (+10.5%) vs. Q1 2024
- Total value
- $4.69M
- −$660.7K (−12.4%) vs. Q1 2024
- New holders
- 2
- 6 more added
- Sold out
- 1
- 13 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gator Capital Management, LLC | 954,804 | $1.10M | 0.56% | 00.0% | Unchanged |
| Vanguard Group Inc | 675,874 | $777.3K | 0.00% | +446+0.1% | Added |
| Bard Associates Inc | 493,205 | $567.2K | 0.22% | −3,850−0.8% | Reduced |
| SPC Financial, Inc. | 405,500 | $466.3K | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 369,000 | $424.4K | 0.00% | +369,000 | New |
| Thompson Davis & Co., Inc. | 268,535 | $308.8K | 0.27% | −18,469−6.4% | Reduced |
| UBS Group AG | 190,697 | $219.3K | 0.00% | +187,352+5,601.0% | Added |
| Geode Capital Management, LLC | 149,713 | $172.2K | 0.00% | +21,203+16.5% | Added |
| Susquehanna International Group, LLP | 109,317 | $125.7K | 0.00% | −43,523−28.5% | Reduced |
| PSI Advisors, LLC | 90,519 | $104.1K | 0.03% | −27,000−23.0% | Reduced |
| Renaissance Technologies LLC | 81,414 | $93.6K | 0.00% | −8,020−9.0% | Reduced |
| Dimensional Fund Advisors LP | 74,548 | $85.7K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 43,645 | $50.2K | 0.00% | −2,242−4.9% | Reduced |
| Stony Point Wealth Management Inc. | 35,300 | $40.6K | 0.02% | −19,452−35.5% | Reduced |
| Northern Trust Corp | 29,341 | $33.7K | 0.00% | −28−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,708 | $30.0K | 0.00% | −2,500−8.9% | Reduced |
| Morgan Stanley | 23,417 | $26.9K | 0.00% | −3,753−13.8% | Reduced |
| State Street Corp | 17,948 | $20.6K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,650 | $19.1K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 6,666 | $7.67K | 0.00% | −32,217−82.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,852 | $5.58K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,282 | $4.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $1.73K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.51K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 649 | $746 | 0.00% | +611+1,607.9% | Added |
| Rhumbline Advisers | 533 | $612 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 211 | $243 | 0.00% | −207−49.5% | Reduced |
| Bank of America Corp | 137 | $158 | 0.00% | +137 | New |
| JPMorgan Chase & Co | 44 | $51 | 0.00% | +3+7.3% | Added |
| Qube Research & Technologies Ltd | 2 | $2 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $1 | 0.00% | −131−99.2% | Reduced |
| Royal Bank of Canada | 220 | $0 | 0.00% | +169+331.4% | Added |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −29,842−100.0% | Sold out |