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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, Q1 2025

Institutional positions in Sotherly Hotels Inc. as of Mar 31, 2025. 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
25
−2 vs. Q4 2024
Shares held
4.36M
−186.2K (−4.1%) vs. Q4 2024
Total value
$3.17M
−$1.06M (−25.1%) vs. Q4 2024
New holders
2
5 more added
Sold out
4
8 more reduced

Compare with Q4 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.

Institutional holdersQ1 2025: 25 institutions
Q1 2021: 27 institutionsQ2 2021: 27 institutionsQ3 2021: 25 institutionsQ4 2021: 24 institutionsQ1 2022: 27 institutionsQ2 2022: 23 institutionsQ3 2022: 29 institutionsQ4 2022: 31 institutionsQ1 2023: 29 institutionsQ2 2023: 30 institutionsQ3 2023: 32 institutionsQ4 2023: 35 institutionsQ1 2024: 31 institutionsQ2 2024: 32 institutionsQ3 2024: 27 institutionsQ4 2024: 27 institutionsQ1 2025: 25 institutionsQ2 2025: 23 institutionsQ3 2025: 25 institutionsQ4 2025: 28 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ1 2025: $3.17M
Q1 2021: $8.81MQ2 2021: $7.25MQ3 2021: $5.41MQ4 2021: $5.89MQ1 2022: $6.09MQ2 2022: $5.18MQ3 2022: $7.44MQ4 2022: $8.74MQ1 2023: $9.99MQ2 2023: $9.54MQ3 2023: $8.02MQ4 2023: $6.00MQ1 2024: $5.35MQ2 2024: $4.69MQ3 2024: $4.75MQ4 2024: $4.23MQ1 2025: $3.17MQ2 2025: $3.83MQ3 2025: $2.88MQ4 2025: $8.08MQ1 2026: $0Q2 2026: $0
Institutions holding SOHO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 202528$8.08M
Q3 202525$2.88M
Q2 202523$3.83M
Q1 202525$3.17M
Q4 202427$4.23M
Q3 202427$4.75M
Q2 202432$4.69M
Q1 202431$5.35M
Q4 202335$6.00M
Q3 202332$8.02M
Q2 202330$9.54M
Q1 202329$9.99M
Q4 202231$8.74M
Q3 202229$7.44M
Q2 202223$5.18M
Q1 202227$6.09M
Q4 202124$5.89M
Q3 202125$5.41M
Q2 202127$7.25M
Q1 202127$8.81M

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q4 2024.

Institutions holding SOHO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company1$10.00%00.0%Unchanged
JPMorgan Chase & Co36$250.00%−3−7.7%Reduced
Bank of America Corp141$1040.00%+6+4.4%Added
Caldwell Sutter Capital, Inc.1,315$9730.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,400$1.04K0.00%+1,400New
Creative Financial Designs Inc1,500$1.05K0.00%00.0%Unchanged
True Wealth Design, LLC4,281$3.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC4,852$3.40K0.00%00.0%Unchanged
Raymond James Financial Inc15,150$11.2K0.00%00.0%Unchanged
State Street Corp17,948$12.6K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.18,008$13.0K0.00%−5,500−23.4%Reduced
Morgan Stanley18,531$13.7K0.00%−24−0.1%Reduced
Citadel Advisors LLC24,446$17.1K0.00%+24,446New
Northern Trust Corp29,341$21.7K0.00%00.0%Unchanged
UBS Group AG36,988$27.4K0.00%+21,382+137.0%Added
Susquehanna International Group, LLP44,371$31.1K0.00%−15,180−25.5%Reduced
Renaissance Technologies LLC80,514$59.5K0.00%−2,400−2.9%Reduced
PSI Advisors, LLC93,019$68.8K0.02%00.0%Unchanged
Geode Capital Management, LLC168,435$118.0K0.00%−12,601−7.0%Reduced
Thompson Davis & Co., Inc.286,701$212.0K0.17%−36,500−11.3%Reduced
Bard Associates Inc407,125$285.0K0.11%−1,500−0.4%Reduced
SPC Financial, Inc.405,500$300.1K0.03%00.0%Unchanged
Vanguard Group Inc689,987$483.0K0.00%+2,041+0.3%Added
Gamco Investors, Inc. Et Al835,800$618.2K0.01%+207,283+33.0%Added
Gator Capital Management, LLC1,170,147$865.4K0.33%+169,960+17.0%Added
Repertoire Partners LP0$00.00%−474,938−100.0%Sold out
Prudential Financial Inc0$00.00%−35,400−100.0%Sold out
Jane Street Group, LLC0$00.00%−18,504−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−10,120−100.0%Sold out