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 2024
Institutional positions in Sotherly Hotels Inc. as of Sep 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
- 27
- −4 vs. Q2 2024
- Shares held
- 3.92M
- −146.7K (−3.6%) vs. Q2 2024
- Total value
- $4.75M
- +$66.1K (+1.4%) vs. Q2 2024
- New holders
- 1
- 6 more added
- Sold out
- 5
- 9 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 171 | $0 | 0.00% | +171 | New |
| Wells Fargo & Company | 1 | $1 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 41 | $50 | 0.00% | −3−6.8% | Reduced |
| Bank of America Corp | 203 | $245 | 0.00% | +66+48.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.59K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $1.81K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,282 | $5.18K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $5.87K | 0.00% | 00.0% | Unchanged |
| Raymond James & Associates | 16,650 | $20.1K | 0.00% | 00.0% | Unchanged |
| State Street Corp | 17,948 | $21.7K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 21,027 | $25.4K | 0.00% | −2,390−10.2% | Reduced |
| UBS Group AG | 21,914 | $26.5K | 0.00% | −168,783−88.5% | Reduced |
| Citadel Advisors LLC | 24,362 | $29.5K | 0.00% | −19,283−44.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 25,708 | $31.0K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 29,341 | $35.5K | 0.00% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 31,700 | $38.4K | 0.02% | −3,600−10.2% | Reduced |
| Susquehanna International Group, LLP | 50,134 | $60.7K | 0.00% | −59,183−54.1% | Reduced |
| Dimensional Fund Advisors LP | 69,421 | $84.0K | 0.00% | −5,127−6.9% | Reduced |
| PSI Advisors, LLC | 94,019 | $113.8K | 0.03% | +3,500+3.9% | Added |
| Renaissance Technologies LLC | 101,914 | $123.3K | 0.00% | +20,500+25.2% | Added |
| Geode Capital Management, LLC | 176,909 | $214.1K | 0.00% | +27,196+18.2% | Added |
| Thompson Davis & Co., Inc. | 265,535 | $321.3K | 0.24% | −3,000−1.1% | Reduced |
| SPC Financial, Inc. | 405,500 | $490.7K | 0.04% | 00.0% | Unchanged |
| Bard Associates Inc | 448,205 | $542.3K | 0.18% | −45,000−9.1% | Reduced |
| Gamco Investors, Inc. Et Al | 466,688 | $564.7K | 0.01% | +97,688+26.5% | Added |
| Vanguard Group Inc | 688,047 | $832.5K | 0.00% | +12,173+1.8% | Added |
| Gator Capital Management, LLC | 954,804 | $1.16M | 0.51% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Royal Bank of Canada | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |