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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, Q2 2023

Institutional positions in Hersha Hospitality Trust as of Jun 30, 2023. 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
137
−21 vs. Q1 2023
Shares held
22.8M
−2.22M (−8.9%) vs. Q1 2023
Total value
$139.4M
−$29.5M (−17.5%) vs. Q1 2023
New holders
10
37 more added
Sold out
31
57 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 137 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 heldQ2 2023: $139.4M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Hersha Hospitality Trust; share changes are against Q1 2023.

Institutions holding HT in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Toronto Dominion Bank19$00.00%+19New
Clearstead Advisors, LLC4$250.00%+4New
Farmers & Merchants Investments Inc22$1340.00%00.0%Unchanged
Parallel Advisors, LLC53$3260.00%00.0%Unchanged
BDO Wealth Advisors, LLC100$6090.00%00.0%Unchanged
Geneos Wealth Management Inc.125$7610.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC125$7620.00%+1+0.8%Added
Global Retirement Partners, LLC170$1.03K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec210$1.28K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd268$1.63K0.00%00.0%Unchanged
Lee Financial Co296$1.82K0.00%00.0%Unchanged
Harbour Investments, Inc.318$1.94K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC355$2.16K0.00%+355New
Versant Capital Management, Inc391$2.38K0.00%−284−42.1%Reduced
Atwood & Palmer Inc450$2.74K0.00%00.0%Unchanged
New York State Common Retirement Fund548$3.34K0.00%−51,990−99.0%Reduced
Whittier Trust Co648$3.95K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.1,500$9.39K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,281$13.9K0.00%+1,665+270.3%Added
Ameritas Investment Partners, Inc.2,387$14.5K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,458$15.0K0.00%−4,076−62.4%Reduced
Metropolitan Life Insurance Co2,738$16.7K0.00%−3−0.1%Reduced
Quarry LP2,759$16.8K0.01%−2,467−47.2%Reduced
Legal & General Group Plc3,098$18.9K0.00%00.0%Unchanged
Amalgamated Bank3,194$19.0K0.00%−205−6.0%Reduced
New York State Teachers Retirement System3,200$19.0K0.00%00.0%Unchanged
Point72 Asset Management, L.P.5,557$33.8K0.00%−27,432−83.2%Reduced
Lazard Asset Management LLC5,872$35.0K0.00%+87+1.5%Added
STRS Ohio7,500$45.0K0.00%−16,136−68.3%Reduced
Advisor Group Holdings, Inc.7,324$45.5K0.00%−8,192−52.8%Reduced
Pensionfund Sabic8,000$49.0K0.02%00.0%Unchanged
Quantbot Technologies LP8,517$51.9K0.00%−36,166−80.9%Reduced
State of Wyoming8,943$54.5K0.02%−7,935−47.0%Reduced
Daiwa Securities Group Inc.9,289$57.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky10,092$62.0K0.00%00.0%Unchanged
California State Teachers Retirement System10,410$63.4K0.00%−1,268−10.9%Reduced
SeaCrest Wealth Management, LLC10,800$65.8K0.01%+10,800New
BNP Paribas Arbitrage, SA10,906$66.4K0.00%−79,335−87.9%Reduced
Citigroup Inc11,394$69.4K0.00%+9,692+569.4%Added
SEI Investments Co11,522$70.2K0.00%−14,229−55.3%Reduced
Nisa Investment Advisors, LLC11,672$71.1K0.00%−40−0.3%Reduced
Mirae Asset Global Investments Co., Ltd.13,405$81.6K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System13,544$82.5K0.00%00.0%Unchanged
Mariner, LLC13,910$84.7K0.00%+840+6.4%Added
Man Group plc14,100$85.9K0.00%––
Wells Fargo & Company14,512$88.4K0.00%+4,134+39.8%Added
State of Alaska, Department of Revenue14,769$89.0K0.00%−1,495−9.2%Reduced
Janney Montgomery Scott LLC15,000$91.0K0.00%−2,000−11.8%Reduced
Brown Advisory Inc15,000$91.3K0.00%+15,000New
American International Group, Inc.15,062$91.7K0.00%−98−0.6%Reduced
MetLife Investment Management16,848$102.6K0.00%+5,788+52.3%Added
Advisor Partners II, LLC17,825$108.6K0.01%−391−2.1%Reduced
Qube Research & Technologies Ltd18,792$114.4K0.00%−20,913−52.7%Reduced
Engineers Gate Manager LP19,820$120.7K0.00%−14,008−41.4%Reduced
Great West Life Assurance Co22,181$135.0K0.00%00.0%Unchanged
M&G Investment Management Ltd23,468$140.8K0.00%00.0%Unchanged
Jump Financial, LLC24,000$146.2K0.01%−108,991−82.0%Reduced
Nebula Research & Development LLC24,064$146.6K0.11%+24,064New
UBS Group AG24,459$149.0K0.00%+7,846+47.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.25,169$153.3K0.00%+11,813+88.4%Added
Royal Bank of Canada25,949$158.0K0.00%−14,975−36.6%Reduced
Russell Investments Group, Ltd.26,098$158.9K0.00%−32,994−55.8%Reduced
Graham Capital Management, L.P.26,626$162.2K0.01%−113,648−81.0%Reduced
JPMorgan Chase & Co27,687$168.6K0.00%+3,226+13.2%Added
Barclays PLC28,542$173.8K0.00%−32,132−53.0%Reduced
Natixis28,777$175.3K0.00%00.0%Unchanged
FMR LLC32,411$197.4K0.00%−9,684−23.0%Reduced
M&T Bank Corp33,869$206.3K0.00%00.0%Unchanged
Cambria Investment Management, L.P.34,048$207.4K0.02%−3,584−9.5%Reduced
Nomura Asset Management Co Ltd35,500$216.2K0.00%00.0%Unchanged
LPL Financial LLC36,283$221.0K0.00%−18,248−33.5%Reduced
Allspring Global Investments Holdings, LLC36,309$221.1K0.00%+13,424+58.7%Added
Dark Forest Capital Management LP38,724$235.8K0.02%+38,577+26,242.9%Added
Hazelview Securities Inc.39,300$242.9K0.04%+39,300New
Pensionfund DSM Netherlands40,000$244.0K0.16%00.0%Unchanged
EMC Capital Management6,570$252.0K0.51%−8,036−55.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.41,396$252.1K0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd41,671$253.8K0.03%+10,525+33.8%Added
Alliancebernstein L.P.42,795$260.6K0.00%+17,477+69.0%Added
Cedar Brook Financial Partners, LLC42,801$260.7K0.06%+326+0.8%Added
Quadrature Capital Ltd43,117$262.4K0.01%−12,465−22.4%Reduced
Los Angeles Capital Management LLC44,220$269.3K0.00%+10,450+30.9%Added
Sterneck Capital Management, LLC46,135$281.0K0.17%+1,948+4.4%Added
Bank of America Corp46,370$282.4K0.00%−4,036−8.0%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC51,000$310.6K0.00%+14,900+41.3%Added
HSBC Holdings PLC53,456$322.3K0.00%+15,452+40.7%Added
Asset Management One Co.,Ltd.53,185$323.9K0.00%00.0%Unchanged
Putnam Investments LLC53,745$327.3K0.00%−1,675−3.0%Reduced
Cubist Systematic Strategies, LLC57,484$350.1K0.00%−258,450−81.8%Reduced
Algert Global LLC62,550$380.9K0.02%−18,923−23.2%Reduced
Tudor Investment Corp Et Al65,779$400.6K0.01%−33,370−33.7%Reduced
Marshall Wace, LLP67,479$410.9K0.00%−53,241−44.1%Reduced
Franklin Resources Inc69,950$426.0K0.00%00.0%Unchanged
Rhumbline Advisers73,453$447.3K0.00%−20,152−21.5%Reduced
Price T Rowe Associates Inc77,161$470.0K0.00%+994+1.3%Added
Deutsche Bank AG79,001$481.1K0.00%−8,703−9.9%Reduced
Charles Schwab Investment Management Inc86,711$528.1K0.00%+550+0.6%Added
O'Shaughnessy Asset Management, LLC96,691$588.8K0.01%+45,176+87.7%Added
Public Employees Retirement System of Ohio99,474$606.0K0.00%+5,436+5.8%Added
Citadel Advisors LLC104,964$639.2K0.00%−200,137−65.6%Reduced