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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $1 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 39 | $36 | 0.00% | −2−4.9% | Reduced |
| Bank of America Corp | 135 | $126 | 0.00% | −68−33.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $1.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,281 | $3.99K | 0.00% | −10.0% | Reduced |
| Nisa Investment Advisors, LLC | 4,852 | $4.52K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 10,120 | $9.43K | 0.00% | +10,120 | New |
| Raymond James Financial Inc | 15,150 | $14.1K | 0.00% | +15,150 | New |
| UBS Group AG | 15,606 | $14.5K | 0.00% | −6,308−28.8% | Reduced |
| State Street Corp | 17,948 | $16.7K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 18,504 | $17.2K | 0.00% | +18,504 | New |
| Morgan Stanley | 18,555 | $17.3K | 0.00% | −2,472−11.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,508 | $22.0K | 0.00% | −2,200−8.6% | Reduced |
| Northern Trust Corp | 29,341 | $27.3K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 35,400 | $33.0K | 0.00% | +35,400 | New |
| Susquehanna International Group, LLP | 59,551 | $55.5K | 0.00% | +9,417+18.8% | Added |
| Renaissance Technologies LLC | 82,914 | $77.2K | 0.00% | −19,000−18.6% | Reduced |
| PSI Advisors, LLC | 93,019 | $86.6K | 0.03% | −1,000−1.1% | Reduced |
| Geode Capital Management, LLC | 181,036 | $168.7K | 0.00% | +4,127+2.3% | Added |
| Thompson Davis & Co., Inc. | 323,201 | $301.0K | 0.19% | +57,666+21.7% | Added |
| SPC Financial, Inc. | 405,500 | $377.7K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 408,625 | $380.6K | 0.13% | −39,580−8.8% | Reduced |
| Repertoire Partners LP | 474,938 | $442.4K | 0.95% | +474,938 | New |
| Gamco Investors, Inc. Et Al | 628,517 | $585.4K | 0.01% | +161,829+34.7% | Added |
| Vanguard Group Inc | 687,946 | $640.5K | 0.00% | −1010.0% | Reduced |
| Gator Capital Management, LLC | 1,000,187 | $931.6K | 0.35% | +45,383+4.8% | Added |
| 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 |