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Hersha Hospitality Trust

HTDelisted Nov 28, 2023
Industry
Real Estate Investment Trusts
SEC CIK
0001063344

Hersha Hospitality Trust was delisted on Nov 28, 2023; its insiders filed their last Form 4 on Nov 28, 2023; 139 institutions reported holding it in 13F filings for Q3 2023, worth $265.0M in total; no superinvestor held it.

13F holders, Q4 2021

Institutional positions in Hersha Hospitality Trust as of Dec 31, 2021. 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
153
−2 vs. Q3 2021
Shares held
23.8M
−1.34M (−5.3%) vs. Q3 2021
Total value
$218.0M
−$16.3M (−7.0%) vs. Q3 2021
New holders
19
45 more added
Sold out
21
59 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting HT 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.

Institutional holdersQ4 2021: 153 institutions
Q1 2021: 144 institutionsQ2 2021: 153 institutionsQ3 2021: 156 institutionsQ4 2021: 153 institutionsQ1 2022: 158 institutionsQ2 2022: 156 institutionsQ3 2022: 156 institutionsQ4 2022: 163 institutionsQ1 2023: 158 institutionsQ2 2023: 137 institutionsQ3 2023: 139 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $218.0M
Q1 2021: $273.9MQ2 2021: $271.5MQ3 2021: $234.4MQ4 2021: $218.0MQ1 2022: $220.7MQ2 2022: $254.4MQ3 2022: $209.1MQ4 2022: $241.5MQ1 2023: $168.9MQ2 2023: $139.4MQ3 2023: $265.0MQ4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding HT and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 2023139$265.0M
Q2 2023137$139.4M
Q1 2023158$168.9M
Q4 2022163$241.5M
Q3 2022156$209.1M
Q2 2022156$254.4M
Q1 2022158$220.7M
Q4 2021153$218.0M
Q3 2021156$234.4M
Q2 2021153$271.5M
Q1 2021144$273.9M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Hersha Hospitality Trust; share changes are against Q3 2021.

Institutions holding HT in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sageworth Trust Co34$00.00%−116−77.3%Reduced
FMR LLC45$00.00%00.0%Unchanged
Toronto Dominion Bank4$00.00%+4New
Fieldpoint Private Securities, LLC80$1.00K0.00%−685−89.5%Reduced
Parallel Advisors, LLC75$1.00K0.00%−183−70.9%Reduced
BDO Wealth Advisors, LLC100$1.00K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC116$1.00K0.00%00.0%Unchanged
Signaturefd, LLC61$1.00K0.00%+61New
EverSource Wealth Advisors, LLC135$1.00K0.00%+135New
Sageworth Trust Co of South Dakota111$1.00K0.00%+111New
US Bancorp359$3.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.290$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.302$3.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.350$3.00K0.00%00.0%Unchanged
Fifth Third Bancorp342$3.00K0.00%+294+612.5%Added
CWM, LLC309$3.00K0.00%+309New
Cutler Group LP575$5.00K0.00%−8,476−93.6%Reduced
Bessemer Group Inc500$5.00K0.00%00.0%Unchanged
Simplex Trading, LLC712$6.00K0.00%−7,195−91.0%Reduced
Whittier Trust Co648$6.00K0.00%+648New
Northwestern Mutual Wealth Management Co746$7.00K0.00%+746New
Meeder Asset Management Inc1,002$9.00K0.00%+357+55.3%Added
Versant Capital Management, Inc1,086$10.0K0.00%−4−0.4%Reduced
Tower Research Capital LLC (TRC)1,442$13.0K0.00%−7,467−83.8%Reduced
Ellevest, Inc.1,860$17.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.2,853$26.2K0.01%00.0%Unchanged
Ameritas Investment Partners, Inc.3,227$30.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky3,849$35.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co4,013$36.8K0.00%−2,789−41.0%Reduced
Mutual of America Capital Management LLC4,513$41.0K0.00%+120+2.7%Added
Royal Bank of Canada5,835$53.0K0.00%+512+9.6%Added
Quantbot Technologies LP7,094$65.0K0.01%+7,094New
Snowden Capital Advisors LLC7,546$69.0K0.00%+7,546New
Pensionfund Sabic8,000$73.0K0.01%00.0%Unchanged
Federation des caisses Desjardins du Quebec8,290$76.0K0.00%−16,196−66.1%Reduced
Daiwa Securities Group Inc.9,164$84.0K0.00%+847+10.2%Added
Wetherby Asset Management Inc10,028$92.0K0.01%−74−0.7%Reduced
KBC Group NV10,127$93.0K0.00%00.0%Unchanged
Fisher Asset Management, LLC10,265$94.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.10,646$97.0K0.00%−537−4.8%Reduced
MetLife Investment Management11,477$105.2K0.00%+7,549+192.2%Added
IndexIQ Advisors LLC12,336$113.0K0.00%−1,562−11.2%Reduced
Oregon Public Employees Retirement Fund12,677$116.0K0.00%−1,841−12.7%Reduced
JPMorgan Chase & Co12,690$116.0K0.00%+320+2.6%Added
Maryland State Retirement & Pension System12,961$119.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.13,050$120.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC13,498$123.0K0.00%+13,498New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.13,356$128.0K0.00%00.0%Unchanged
Voya Investment Management LLC14,154$130.0K0.00%−269−1.9%Reduced
Amalgamated Bank15,524$142.0K0.00%−324−2.0%Reduced
Eaton Vance Management15,665$144.0K0.00%+783+5.3%Added
Louisiana State Employees Retirement System16,000$147.0K0.00%+100+0.6%Added
Advisor Group Holdings, Inc.15,828$150.0K0.00%−853−5.1%Reduced
Sterneck Capital Management, LLC16,500$151.0K0.09%+5,000+43.5%Added
Public Employees Retirement Association of Colorado16,826$154.0K0.00%00.0%Unchanged
Alliancebernstein L.P.16,869$155.0K0.00%+207+1.2%Added
California State Teachers Retirement System17,226$158.0K0.00%−1,175−6.4%Reduced
Advisor Partners LLC18,380$169.0K0.01%+210+1.2%Added
Everence Capital Management Inc18,960$174.0K0.01%00.0%Unchanged
Envestnet Asset Management Inc19,042$175.0K0.00%−3,881−16.9%Reduced
Bank of Montreal19,430$179.0K0.00%−283,720−93.6%Reduced
American International Group, Inc.19,692$181.0K0.00%−628−3.1%Reduced
First Citizens Bank & Trust Co20,265$185.0K0.01%−1,828−8.3%Reduced
Wolverine Trading, LLC20,728$189.0K0.00%−26,079−55.7%Reduced
Renaissance Technologies LLC21,200$194.0K0.00%+21,200New
New York State Common Retirement Fund21,856$200.0K0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The22,136$203.0K0.00%+140+0.6%Added
State of Tennessee, Treasury Department22,614$208.0K0.00%−826−3.5%Reduced
Texas Permanent School Fund23,916$219.0K0.00%−452−1.9%Reduced
Engineers Gate Manager LP23,900$219.0K0.01%+23,900New
BNP Paribas Arbitrage, SA23,936$219.5K0.00%−9,056−27.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,963$229.0K0.00%−14−0.1%Reduced
UBS Group AG26,622$244.0K0.00%−10,480−28.2%Reduced
Thrivent Financial for Lutherans26,879$246.0K0.00%+251+0.9%Added
Comerica Bank27,758$253.0K0.00%−2,100−7.0%Reduced
State Board of Administration of Florida Retirement System29,114$267.0K0.00%+1,062+3.8%Added
Nomura Asset Management Co Ltd29,900$274.2K0.00%−400−1.3%Reduced
Yousif Capital Management, LLC30,038$275.0K0.00%+30,038New
LDR Capital Management LLC30,944$284.0K0.13%−164,314−84.2%Reduced
Nisa Investment Advisors, LLC31,600$285.0K0.00%+6,900+27.9%Added
SG Americas Securities, LLC31,264$287.0K0.00%−4,648−12.9%Reduced
Caxton Associates LP32,287$296.0K0.04%+32,287New
Paloma Partners Management Co32,623$299.0K0.01%+32,623New
Janney Montgomery Scott LLC32,700$300.0K0.00%+1,500+4.8%Added
Citigroup Inc32,841$301.0K0.00%+4,033+14.0%Added
M&T Bank Corp34,026$312.0K0.00%00.0%Unchanged
Susquehanna Fundamental Investments, LLC34,254$314.0K0.01%−25,387−42.6%Reduced
Wells Fargo & Company35,336$325.0K0.00%+17,238+95.2%Added
HSBC Holdings PLC36,808$338.0K0.00%+36,808New
Group One Trading, L.P.37,824$347.0K0.01%+37,824New
Public Employees Retirement System of Ohio38,053$349.0K0.00%−2,582−6.4%Reduced
State of Alaska, Department of Revenue39,731$363.0K0.00%−1,263−3.1%Reduced
Pensionfund DSM Netherlands40,000$367.0K0.04%00.0%Unchanged
Cedar Brook Financial Partners, LLC40,019$367.0K0.09%+5,000+14.3%Added
Great West Life Assurance Co42,402$388.0K0.00%−3,121−6.9%Reduced
STRS Ohio43,017$394.0K0.00%−398−0.9%Reduced
Jump Financial, LLC43,660$400.0K0.03%+21,023+92.9%Added
River Wealth Advisors LLC44,453$408.0K0.06%00.0%Unchanged
Alpha Paradigm Partners, LLC44,865$411.0K0.17%+44,865New
Sumitomo Mitsui Trust Holdings, Inc.50,607$464.0K0.00%00.0%Unchanged