Security Snapshot

Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (SOHO) Institutional Ownership

CUSIP: 83600C103

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

26

Shares (Excl. Options)

2,846,831

Price

$2.15

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Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
SOHO
Shares outstanding
100
Price per share
$2.25
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,846,831
Total reported value
$6,121,011
% of total 13F portfolios
0%
Share change
-329,453
Value change
+$448,010
Number of holders
26
Price from insider filings
$2.25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • SOHO - Sotherly Hotels Inc. - Common Stock, par value $0.01 per share is tracked under CUSIP 83600C103.
  • 26 institutions reported positions in Q4 2025.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 26 to 0 between Q4 2025 and Q1 2026.
  • Reported value moved from $6,121,011 to $0.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 26 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 83600C103?
CUSIP 83600C103 identifies SOHO - Sotherly Hotels Inc. - Common Stock, par value $0.01 per share in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (SOHO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
ROLLINS CAPITAL PARTNERS LP 9.3% -3.1% $1,525,600 1,907,000 0% ROLLINS CAPITAL PARTNERS LP 14 Nov 2025
Trium Capital LLP 7.5% $3,963,385 1,843,435 Trium Capital LLP 31 Dec 2025
Lubin Amos Benjamin 7.6% +46% $1,427,293 +$425,672 1,551,405 +42% Lubin Amos Benjamin 30 Sep 2025
Gator Capital Management, LLC 4.9% $932,755 1,002,962 Gator Capital Management, LLC 30 Jun 2025
KW Kingfisher LLC 100% $216 100 KW Kingfisher LLC 12 Feb 2026

As of 31 Dec 2025, 26 institutional investors reported holding 2,846,831 shares of Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (SOHO). This represents 2846831% of the company’s total 100 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (SOHO) together control 2846830% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GAMCO INVESTORS, INC. ET AL 859249% 859,249 0% 0.02% $1,847,385
VANGUARD GROUP INC 734948% 734,948 -12% 0% $1,580,139
AlphaCore Capital LLC 315000% 315,000 0.02% $677,250
PenderFund Capital Management Ltd. 184798% 184,798 0.06% $397,316
GEODE CAPITAL MANAGEMENT, LLC 165055% 165,055 -1.1% 0% $354,962
JBF Capital, Inc. 100000% 100,000 0.03% $215,000
STATE STREET CORP 81448% 81,448 +354% 0% $175,113
MORGAN STANLEY 76948% 76,948 +362% 0% $165,438
PRELUDE CAPITAL MANAGEMENT, LLC 54052% 54,052 0.01% $116,212
RENAISSANCE TECHNOLOGIES LLC 51714% 51,714 -38% 0% $111,185
SUSQUEHANNA INTERNATIONAL GROUP, LLP 37254% 37,254 +21% 0% $80,096
NORTHERN TRUST CORP 37048% 37,048 +30% 0% $79,653
Virtu Financial LLC 31986% 31,986 +151% 0% $69,000
CSS LLC/IL 22500% 22,500 0% $48,375
LPL Financial LLC 20136% 20,136 0% $43,292
XTX Topco Ltd 16199% 16,199 +6.5% 0% $34,828
UBS Group AG 14274% 14,274 +4580% 0% $30,689
RAYMOND JAMES FINANCIAL INC 14150% 14,150 -0.7% 0% $30,423
CITADEL ADVISORS LLC 12250% 12,250 0% $26,338
THOMPSON DAVIS & CO., INC. 12000% 12,000 -95% 0.02% $25,800
NISA INVESTMENT ADVISORS, LLC 2608% 2,608 -46% 0% $5,607
CREATIVE FINANCIAL DESIGNS INC /ADV 1500% 1,500 0% 0% $3,225
CALDWELL SUTTER CAPITAL, INC. 1315% 1,315 0% 0% $2,827
Fortitude Family Office, LLC 233% 233 0% $501
BANK OF AMERICA CORP /DE/ 165% 165 +3.1% 0% $355

Institutional Holders of Sotherly Hotels Inc. - Common Stock, par value $0.01 per share (SOHO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 0 $0 -$29,526 $2.25 0
2025 Q4 2,846,831 $6,121,011 +$448,010 $2.15 26
2025 Q3 3,581,784 $2,875,885 -$371,720 $0.80 25
2025 Q2 4,030,933 $3,833,412 -$205,915 $0.95 23
2025 Q1 4,355,537 $3,167,346 -$240,835 $0.74 25
2024 Q4 4,541,688 $4,230,000 +$543,591 $0.93 27
2024 Q3 3,922,020 $4,745,586 -$177,344 $1.21 26
2024 Q2 4,075,327 $4,687,113 +$436,810 $1.15 31
2024 Q1 3,687,806 $5,347,797 -$494,519 $1.45 30
2023 Q4 4,026,634 $5,999,803 -$1,111,343 $1.49 33
2023 Q3 4,752,237 $8,018,629 -$541,534 $1.69 31
2023 Q2 5,047,526 $9,539,351 +$72,778 $1.89 29
2023 Q1 5,006,577 $9,987,757 +$360,497 $2.00 29
2022 Q4 4,829,252 $8,740,807 +$1,570,827 $1.81 31
2022 Q3 3,956,144 $7,439,573 +$1,839,270 $1.88 28
2022 Q2 2,980,342 $5,184,612 +$10,339 $1.74 23
2022 Q1 2,957,466 $6,090,742 +$292,964 $2.06 27
2021 Q4 2,815,267 $5,885,000 -$84,476 $2.09 23
2021 Q3 2,081,907 $5,328,000 -$918,250 $2.56 23
2021 Q2 2,383,311 $7,150,000 -$371,614 $3.00 25
2021 Q1 2,495,818 $8,685,000 -$184,677 $3.48 25
2020 Q4 2,562,351 $6,403,000 -$354,098 $2.50 27
2020 Q3 2,794,060 $5,031,000 -$108,065 $1.80 25
2020 Q2 2,840,852 $7,149,000 -$1,918,996 $2.51 26
2020 Q1 3,731,903 $5,969,000 -$3,750,759 $1.60 29
2019 Q4 4,287,323 $29,066,000 -$127,463 $6.78 38
2019 Q3 4,285,089 $28,697,000 +$31,767 $6.69 41
2019 Q2 4,279,201 $29,777,000 +$960,119 $6.96 37
2019 Q1 4,153,095 $28,278,000 -$544,377 $6.81 33
2018 Q4 4,273,256 $23,969,000 -$1,785,637 $5.61 35
2018 Q3 4,555,559 $32,791,000 +$2,600,623 $7.20 36
2018 Q2 4,198,056 $29,298,000 +$3,269,632 $6.98 36
2018 Q1 3,716,905 $25,718,800 -$2,054,364 $6.92 33
2017 Q4 3,414,867 $22,022,050 -$43,645 $6.45 34
2017 Q3 4,070,869 $23,976,720 +$2,636,445 $5.89 39
2017 Q2 3,617,660 $24,523,000 -$1,151,935 $6.78 37
2017 Q1 3,793,536 $24,295,142 +$40,077 $6.40 42
2016 Q4 3,910,460 $26,520,000 +$1,003,099 $6.79 42
2016 Q3 4,160,111 $21,933,326 -$1,586,860 $5.28 43
2016 Q2 4,450,790 $25,103,992 -$1,365,413 $5.64 40
2016 Q1 4,703,644 $24,174,000 -$1,022,670 $5.14 42
2015 Q4 4,880,758 $30,077,294 -$2,663,417 $6.16 41
2015 Q3 4,495,355 $30,565,294 +$1,713,275 $6.80 43
2015 Q2 4,764,116 $33,680,372 +$9,782,026 $7.07 39
2015 Q1 2,856,973 $21,740,862 +$567,104 $7.61 32
2014 Q4 2,782,563 $20,871,213 +$1,596,814 $7.50 29
2014 Q3 3,893,495 $30,234,280 +$982,942 $7.80 33
2014 Q2 3,767,823 $29,585,154 +$1,250,949 $7.83 32
2014 Q1 3,609,501 $23,085,675 +$1,225,210 $6.37 24
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