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 2024
Institutional positions in Sotherly Hotels Inc. as of Dec 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
- 27
- +1 vs. Q3 2024
- Shares held
- 4.54M
- +636.1K (+16.3%) vs. Q3 2024
- Total value
- $4.23M
- −$495.4K (−10.5%) vs. Q3 2024
- New holders
- 5
- 5 more added
- Sold out
- 4
- 10 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gator Capital Management, LLC | 1,000,187 | $931.6K | 0.35% | +45,383+4.8% | Added |
| Vanguard Group Inc | 687,946 | $640.5K | 0.00% | −1010.0% | Reduced |
| Gamco Investors, Inc. Et Al | 628,517 | $585.4K | 0.01% | +161,829+34.7% | Added |
| Repertoire Partners LP | 474,938 | $442.4K | 0.95% | +474,938 | New |
| Bard Associates Inc | 408,625 | $380.6K | 0.13% | −39,580−8.8% | Reduced |
| SPC Financial, Inc. | 405,500 | $377.7K | 0.03% | 00.0% | Unchanged |
| Thompson Davis & Co., Inc. | 323,201 | $301.0K | 0.19% | +57,666+21.7% | Added |
| Geode Capital Management, LLC | 181,036 | $168.7K | 0.00% | +4,127+2.3% | Added |
| PSI Advisors, LLC | 93,019 | $86.6K | 0.03% | −1,000−1.1% | Reduced |
| Renaissance Technologies LLC | 82,914 | $77.2K | 0.00% | −19,000−18.6% | Reduced |
| Susquehanna International Group, LLP | 59,551 | $55.5K | 0.00% | +9,417+18.8% | Added |
| Prudential Financial Inc | 35,400 | $33.0K | 0.00% | +35,400 | New |
| Northern Trust Corp | 29,341 | $27.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 23,508 | $22.0K | 0.00% | −2,200−8.6% | Reduced |
| Morgan Stanley | 18,555 | $17.3K | 0.00% | −2,472−11.8% | Reduced |
| Jane Street Group, LLC | 18,504 | $17.2K | 0.00% | +18,504 | New |
| State Street Corp | 17,948 | $16.7K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 15,606 | $14.5K | 0.00% | −6,308−28.8% | Reduced |
| Raymond James Financial Inc | 15,150 | $14.1K | 0.00% | +15,150 | New |
| Atria Wealth Solutions, Inc. | 10,120 | $9.43K | 0.00% | +10,120 | New |
| Nisa Investment Advisors, LLC | 4,852 | $4.52K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,281 | $3.99K | 0.00% | −10.0% | Reduced |
| Creative Financial Designs Inc | 1,500 | $1.40K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 135 | $126 | 0.00% | −68−33.5% | Reduced |
| JPMorgan Chase & Co | 39 | $36 | 0.00% | −2−4.9% | Reduced |
| Wells Fargo & Company | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −69,421−100.0% | Sold out |
| Stony Point Wealth Management Inc. | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −24,362−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −171−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |