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 2025
Institutional positions in Sotherly Hotels Inc. as of Jun 30, 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
- 23
- −2 vs. Q1 2025
- Shares held
- 4.03M
- −324.6K (−7.5%) vs. Q1 2025
- Total value
- $3.83M
- +$666.1K (+21.0%) vs. Q1 2025
- New holders
- 0
- 7 more added
- Sold out
- 2
- 6 more reduced
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $1 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 171 | $162 | 0.00% | +30+21.3% | Added |
| UBS Group AG | 261 | $248 | 0.00% | −36,727−99.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 1,315 | $1.25K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,400 | $1.33K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4,281 | $4.08K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,852 | $4.63K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 15,150 | $14.4K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 16,670 | $15.8K | 0.00% | −1,861−10.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,508 | $16.0K | 0.00% | −1,500−8.3% | Reduced |
| State Street Corp | 17,948 | $17.1K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 29,341 | $27.9K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 56,904 | $54.2K | 0.00% | +32,458+132.8% | Added |
| Susquehanna International Group, LLP | 61,469 | $58.6K | 0.00% | +17,098+38.5% | Added |
| Renaissance Technologies LLC | 80,714 | $76.7K | 0.00% | +200+0.2% | Added |
| PSI Advisors, LLC | 132,023 | $125.4K | 0.06% | +39,004+41.9% | Added |
| Geode Capital Management, LLC | 167,942 | $160.1K | 0.00% | −493−0.3% | Reduced |
| Thompson Davis & Co., Inc. | 269,601 | $256.1K | 0.17% | −17,100−6.0% | Reduced |
| SPC Financial, Inc. | 405,500 | $385.2K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 857,800 | $814.9K | 0.01% | +22,000+2.6% | Added |
| Vanguard Group Inc | 886,621 | $845.0K | 0.00% | +196,634+28.5% | Added |
| Gator Capital Management, LLC | 1,002,962 | $952.8K | 0.30% | −167,185−14.3% | Reduced |
| Bard Associates Inc | 0 | $0 | 0.00% | −407,125−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −36−100.0% | Sold out |