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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
Advisor Group Holdings, Inc.15,828$150.0K0.00%−853−5.1%Reduced
Louisiana State Employees Retirement System16,000$147.0K0.00%+100+0.6%Added
Eaton Vance Management15,665$144.0K0.00%+783+5.3%Added
Amalgamated Bank15,524$142.0K0.00%−324−2.0%Reduced
Voya Investment Management LLC14,154$130.0K0.00%−269−1.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.13,356$128.0K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC13,498$123.0K0.00%+13,498New
Cullen/Frost Bankers, Inc.13,050$120.0K0.00%00.0%Unchanged
Maryland State Retirement & Pension System12,961$119.0K0.00%00.0%Unchanged
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
IndexIQ Advisors LLC12,336$113.0K0.00%−1,562−11.2%Reduced
MetLife Investment Management11,477$105.2K0.00%+7,549+192.2%Added
The PNC Financial Services Group, Inc.10,646$97.0K0.00%−537−4.8%Reduced
Fisher Asset Management, LLC10,265$94.0K0.00%00.0%Unchanged
KBC Group NV10,127$93.0K0.00%00.0%Unchanged
Wetherby Asset Management Inc10,028$92.0K0.01%−74−0.7%Reduced
Daiwa Securities Group Inc.9,164$84.0K0.00%+847+10.2%Added
Federation des caisses Desjardins du Quebec8,290$76.0K0.00%−16,196−66.1%Reduced
Pensionfund Sabic8,000$73.0K0.01%00.0%Unchanged
Snowden Capital Advisors LLC7,546$69.0K0.00%+7,546New
Quantbot Technologies LP7,094$65.0K0.01%+7,094New
Royal Bank of Canada5,835$53.0K0.00%+512+9.6%Added
Mutual of America Capital Management LLC4,513$41.0K0.00%+120+2.7%Added
Metropolitan Life Insurance Co4,013$36.8K0.00%−2,789−41.0%Reduced
Teachers Retirement System of the State of Kentucky3,849$35.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.3,227$30.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.2,853$26.2K0.01%00.0%Unchanged
Ellevest, Inc.1,860$17.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,442$13.0K0.00%−7,467−83.8%Reduced
Versant Capital Management, Inc1,086$10.0K0.00%−4−0.4%Reduced
Meeder Asset Management Inc1,002$9.00K0.00%+357+55.3%Added
Northwestern Mutual Wealth Management Co746$7.00K0.00%+746New
Simplex Trading, LLC712$6.00K0.00%−7,195−91.0%Reduced
Whittier Trust Co648$6.00K0.00%+648New
Cutler Group LP575$5.00K0.00%−8,476−93.6%Reduced
Bessemer Group Inc500$5.00K0.00%00.0%Unchanged
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
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
Sageworth Trust Co34$00.00%−116−77.3%Reduced
FMR LLC45$00.00%00.0%Unchanged
Toronto Dominion Bank4$00.00%+4New
Balyasny Asset Management LLC0$00.00%−663,277−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−650,425−100.0%Sold out
Hill Winds Capital LP0$00.00%−90,000−100.0%Sold out
Wakefield Asset Management LLLP0$00.00%−71,571−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−65,700−100.0%Sold out
HRT Financial LP0$00.00%−62,757−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−33,690−100.0%Sold out
Jane Street Group, LLC0$00.00%−28,844−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−20,900−100.0%Sold out
Ergoteles LLC0$00.00%−20,000−100.0%Sold out
AQR Capital Management LLC0$00.00%−16,930−100.0%Sold out
Diligent Investors, LLC0$00.00%−14,600−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,170−100.0%Sold out
Eqis Capital Management, Inc.0$00.00%−10,945−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−8,893−100.0%Sold out
RPG Investment Advisory, LLC0$00.00%−200−100.0%Sold out
McCarthy Asset Management, Inc.0$00.00%−200−100.0%Sold out
Glassman Wealth Services0$00.00%−63−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−101−100.0%Sold out
Harbour Investments, Inc.0$00.00%−28−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−21−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed