Sotherly Hotels Inc. has 7 Schedule 13D or 13G filings on record since 2025-08-05. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| KW Kingfisher LLC | 100% | 100 | SCHEDULE 13D, 2026-02-20 | 2026-02-12 |
| Rollins Capital Partners LP | 9.3% | 1,907,000 | SCHEDULE 13D, 2025-11-14 | 2025-11-14 |
| Gator Capital Management, LLC | 4.89% | 1,002,962 | SCHEDULE 13G/A, 2025-08-05 | 2025-06-30 |
| Lubin Amos Benjamin | 0% | 0 | SCHEDULE 13G/A, 2026-04-28 | 2026-02-12 |
| Trium Capital LLP | SCHEDULE 13G/A, 2026-04-28 | 2026-02-17 |
Purpose of Transaction (Item 4)
Rollins Capital Partners LP
The Reporting Persons acquired the shares of the Issuer's Common Stock reported herein and shares of the Issuer's Preferred Stock for investment purposes in the ordinary course of business prior to December 31, 2024. The Reporting Persons acquired such securities because they believed that such securities, when purchased, represented an attractive long-term investment opportunity. On October 24, 2025, the Issuer, KW Kingfisher LLC, a Delaware limited liability company ("Parent"), and Sparrows Nest LLC, a Maryland limited liability company and wholly owned subsidiary of Parent ("Merger Sub"), entered into an Agreement and Plan of Merger (the "Merger Agreement"). The Merger Agreement provides, upon the terms and subject to the conditions set forth therein, for a merger (the "Merger") between Merger Sub and the Issuer, with the Issuer surviving as a wholly owned subsidiary of Parent and the shares of the Issuer's Common Stock converting into the right to receive a specified cash payment and the shares of the Issuer's Preferred Stock either converting into the right to receive a specified cash payment or remaining outstanding following the Merger. The Reporting Persons believe that the net value of the Issuer's property portfolio, if operated in a private context, is greater than the announced merger consideration. Accordingly, the Reporting Persons plan to explore potential alternatives to the Merger, which may include formulating an alternative acquisition proposal …The first part of Item 4 of the SCHEDULE 13D filed 2025-11-14; the filing has the rest
KW Kingfisher LLC
On February 12, 2026, the Issuer, Parent and Merger Sub completed the transactions contemplated by the Merger Agreement. Pursuant to the Merger Agreement, at the closing, Merger Sub merged with and into the Issuer. Upon completion of the Merger, the Issuer survived as a wholly owned subsidiary of Parent (the "Merger," and such surviving entity, the "Surviving Company"), the separate existence of the Merger Sub ceased and Sotherly Hotels LP, a Delaware limited partnership (the "Operating Partnership"), became an indirect subsidiary of Parent. As contemplated by the Merger Agreement, the Articles of Merger were filed with the State Department of Assessments and Taxation of Maryland, and the Merger was effective at 8:45 am Eastern time on February 12, 2026 (the "Effective Time"). As a result of the Merger, in accordance with the terms and conditions of the Merger Agreement, at the Effective Time, each share of Common Stock issued and outstanding immediately before the Effective Time (other than Cancelled Shares (as defined in the Merger Agreement)) was automatically converted into the right to receive an amount in cash equal to $2.25 per share, without interest; (B) each share of the Issuer's 8.0% Series B Cumulative Redeemable Perpetual Preferred Stock, 7.875% Series C Cumulative Redeemable Perpetual Preferred Stock, and 8.25% Series D Cumulative Redeemable Perpetual Preferred Stock (collectively, the "Preferred Stock") issued and outstanding immediately before the Effective …The first part of Item 4 of the SCHEDULE 13D filed 2026-02-20; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-05 | Gator Capital Management, LLC | 4.89% | SCHEDULE 13G/A |
| 2025-10-15 | Lubin Amos Benjamin | 7.6% | SCHEDULE 13G/A |
| 2025-11-14 | Rollins Capital Partners LP | 9.3% | SCHEDULE 13D |
| 2026-01-27 | Trium Capital LLP | 7.5% | SCHEDULE 13G |
| 2026-02-20 | KW Kingfisher LLC | 100% | SCHEDULE 13D |
| 2026-04-28 | Trium Capital LLP | SCHEDULE 13G/A | |
| 2026-04-28 | Lubin Amos Benjamin | 0% | SCHEDULE 13G/A |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.