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 2025
Institutional positions in Sotherly Hotels Inc. as of Dec 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
SOHO is no longer listed, so this page shows Q4 2025. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 28
- +4 vs. Q3 2025
- Shares held
- 3.76M
- +580.7K (+18.3%) vs. Q3 2025
- Total value
- $8.08M
- +$5.53M (+216.6%) vs. Q3 2025
- New holders
- 10
- 8 more added
- Sold out
- 6
- 6 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Sotherly Hotels Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $2 | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 165 | $355 | 0.00% | +5+3.1% | Added |
| Fortitude Family Office, LLC | 233 | $501 | 0.00% | +233 | New |
| Caldwell Sutter Capital, Inc. | 1,315 | $2.83K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,500 | $3.23K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,608 | $5.61K | 0.00% | −2,244−46.2% | Reduced |
| Thompson Davis & Co., Inc. | 12,000 | $25.8K | 0.02% | −220,901−94.8% | Reduced |
| Citadel Advisors LLC | 12,250 | $26.3K | 0.00% | +12,250 | New |
| Raymond James Financial Inc | 14,150 | $30.4K | 0.00% | −100−0.7% | Reduced |
| UBS Group AG | 14,274 | $30.7K | 0.00% | +13,969+4,580.0% | Added |
| XTX Topco Ltd | 16,199 | $34.8K | 0.00% | +983+6.5% | Added |
| LPL Financial LLC | 20,136 | $43.3K | 0.00% | +20,136 | New |
| CSS LLC | 22,500 | $48.4K | 0.00% | +22,500 | New |
| Virtu Financial LLC | 31,986 | $69.0K | 0.00% | +19,247+151.1% | Added |
| Northern Trust Corp | 37,048 | $79.7K | 0.00% | +8,441+29.5% | Added |
| Susquehanna International Group, LLP | 37,254 | $80.1K | 0.00% | +6,367+20.6% | Added |
| Renaissance Technologies LLC | 51,714 | $111.2K | 0.00% | −31,600−37.9% | Reduced |
| Prelude Capital Management, LLC | 54,052 | $116.2K | 0.01% | +54,052 | New |
| Oxford Asset Management LLP | 60,000 | $129.0K | 0.05% | +60,000 | New |
| Morgan Stanley | 76,949 | $165.4K | 0.00% | +60,306+362.4% | Added |
| State Street Corp | 81,448 | $175.1K | 0.00% | +63,500+353.8% | Added |
| JBF Capital, Inc. | 100,000 | $215.0K | 0.03% | +100,000 | New |
| Geode Capital Management, LLC | 165,055 | $355.0K | 0.00% | −1,888−1.1% | Reduced |
| PenderFund Capital Management Ltd. | 184,798 | $397.3K | 0.06% | +184,798 | New |
| AlphaCore Capital LLC | 315,000 | $677.3K | 0.02% | +315,000 | New |
| Vanguard Group Inc | 734,948 | $1.58M | 0.00% | −98,116−11.8% | Reduced |
| Cygnus Capital Advisors, LLC | 850,119 | $1.83M | 1.33% | +850,119 | New |
| Gamco Investors, Inc. Et Al | 859,249 | $1.85M | 0.02% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −732,802−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −97,023−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,764−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| SPC Financial, Inc. | – | – | – | – | Not filed |