Sotherly Hotels Inc.
Total Trades
4
Buys
1
Sells
3
Largest Trade
$50K–$100K
Insiders
2
Institutional Funds
19
Inst. Value
$1M+
Activist Filings
15
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Sims Andrew | Chairman | SELL | $1K–$15K | 1K | $1.80 | Sep 20, 2023 |
| Sims Andrew | Chairman | SELL | $15K–$50K | 20K | $1.98 | Mar 30, 2023 |
| Sims Andrew | Chairman | SELL | $50K–$100K | 30K | $2.14 | Sep 20, 2022 |
| Folsom David R | President and CEO | BUY | $15K–$50K | 1K | $17.15 | Jun 10, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 19 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| GAMCO INVESTORS, INC. ET AL | 859K | $1M+ | SH |
| AlphaCore Capital LLC | 315K | $500K+ | SH |
| PenderFund Capital Management Ltd. | 185K | $100K–$500K | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 136K | $100K–$500K | SH |
| VANGUARD GROUP INC | 108K | $100K–$500K | SH |
| JBF Capital, Inc. | 100K | $100K–$500K | SH |
| STATE STREET CORP | 81K | $100K–$500K | SH |
| RENAISSANCE TECHNOLOGIES LLC | 52K | $100K–$500K | SH |
| Virtu Financial LLC | 32K | $50K–$100K | SH |
| LPL Financial LLC | 20K | $15K–$50K | SH |
| MORGAN STANLEY | 17K | $15K–$50K | SH |
| RAYMOND JAMES FINANCIAL INC | 14K | $15K–$50K | SH |
| UBS Group AG | 14K | $15K–$50K | SH |
| THOMPSON DAVIS & CO., INC. | 12K | $15K–$50K | SH |
| NISA INVESTMENT ADVISORS, LLC | 3K | $1K–$15K | SH |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 2K | $1K–$15K | SH |
| CALDWELL SUTTER CAPITAL, INC. | 1K | $1K–$15K | SH |
| Fortitude Family Office, LLC | 233 | <$1K | SH |
| WELLS FARGO & COMPANY/MN | 1 | <$1K | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D · Feb 20, 2026
100.0%
100 shares
SC 13G · Jan 27, 2026
7.5%
1.8M shares
SC 13D · Nov 14, 2025
9.3%
1.9M shares
SC 13G/A · Oct 16, 2025
7.6%
1.6M shares
SC 13G/A · Aug 5, 2025
4.9%
1.0M shares
SC 13G · May 30, 2025
5.3%
1.1M shares
SC 13G · Dec 9, 2024
5.0%
1.0M shares
SC 13G/A · Nov 12, 2024
9.6%
1.9M shares
SC 13G/A · Aug 12, 2024
9.6%
1.9M shares
SC 13G/A · May 13, 2024
9.6%
1.9M shares
SC 13G/A · Feb 14, 2024
7.1%
1.4M shares
SC 13G · Jan 8, 2024
5.6%
1.1M shares
SC 13D/A · Dec 7, 2023
4.3%
839K shares
Palogic Value Management, L.P.
SC 13G/A · Feb 14, 2022
1.8%
309K shares
SC 13D/A · Jan 11, 2022
7.6%
1.3M shares