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