Skip to main content

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
SeaCrest Wealth Management, LLC10,800$65.8K0.01%+10,800New
California State Teachers Retirement System10,410$63.4K0.00%−1,268−10.9%Reduced
Teachers Retirement System of the State of Kentucky10,092$62.0K0.00%00.0%Unchanged
Daiwa Securities Group Inc.9,289$57.0K0.00%00.0%Unchanged
State of Wyoming8,943$54.5K0.02%−7,935−47.0%Reduced
Quantbot Technologies LP8,517$51.9K0.00%−36,166−80.9%Reduced
Pensionfund Sabic8,000$49.0K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.7,324$45.5K0.00%−8,192−52.8%Reduced
STRS Ohio7,500$45.0K0.00%−16,136−68.3%Reduced
Lazard Asset Management LLC5,872$35.0K0.00%+87+1.5%Added
Point72 Asset Management, L.P.5,557$33.8K0.00%−27,432−83.2%Reduced
Amalgamated Bank3,194$19.0K0.00%−205−6.0%Reduced
New York State Teachers Retirement System3,200$19.0K0.00%00.0%Unchanged
Legal & General Group Plc3,098$18.9K0.00%00.0%Unchanged
Quarry LP2,759$16.8K0.01%−2,467−47.2%Reduced
Metropolitan Life Insurance Co2,738$16.7K0.00%−3−0.1%Reduced
Tower Research Capital LLC (TRC)2,458$15.0K0.00%−4,076−62.4%Reduced
Ameritas Investment Partners, Inc.2,387$14.5K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,281$13.9K0.00%+1,665+270.3%Added
TD Waterhouse Canada Inc.1,500$9.39K0.00%00.0%Unchanged
Whittier Trust Co648$3.95K0.00%00.0%Unchanged
New York State Common Retirement Fund548$3.34K0.00%−51,990−99.0%Reduced
Atwood & Palmer Inc450$2.74K0.00%00.0%Unchanged
Versant Capital Management, Inc391$2.38K0.00%−284−42.1%Reduced
Barrow Hanley Mewhinney & Strauss LLC355$2.16K0.00%+355New
Harbour Investments, Inc.318$1.94K0.00%00.0%Unchanged
Lee Financial Co296$1.82K0.00%00.0%Unchanged
C M Bidwell & Associates Ltd268$1.63K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec210$1.28K0.00%00.0%Unchanged
Global Retirement Partners, LLC170$1.03K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC125$7620.00%+1+0.8%Added
Geneos Wealth Management Inc.125$7610.00%00.0%Unchanged
BDO Wealth Advisors, LLC100$6090.00%00.0%Unchanged
Parallel Advisors, LLC53$3260.00%00.0%Unchanged
Farmers & Merchants Investments Inc22$1340.00%00.0%Unchanged
Clearstead Advisors, LLC4$250.00%+4New
Toronto Dominion Bank19$00.00%+19New
Jane Street Group, LLC0$00.00%−518,565−100.0%Sold out
Soviero Asset Management, LP0$00.00%−410,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−260,707−100.0%Sold out
HRT Financial LP0$00.00%−234,815−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−220,974−100.0%Sold out
Norges Bank0$00.00%−129,500−100.0%Sold out
Ergoteles LLC0$00.00%−104,649−100.0%Sold out
Federated Hermes, Inc.0$00.00%−76,977−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−55,352−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−33,078−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−28,180−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−27,708−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−25,810−100.0%Sold out
Verition Fund Management LLC0$00.00%−20,250−100.0%Sold out
Bailard, Inc.0$00.00%−19,468−100.0%Sold out
MAI Capital Management0$00.00%−18,850−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−16,629−100.0%Sold out
Voya Investment Management LLC0$00.00%−13,621−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−13,586−100.0%Sold out
Cullen/Frost Bankers, Inc.0$00.00%−13,050−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−11,984−100.0%Sold out
Vert Asset Management LLC0$00.00%−11,491−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−11,365−100.0%Sold out
Point72 Middle East FZE0$00.00%−11,101−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,827−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−1,373−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−794−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−260−100.0%Sold out
EverSource Wealth Advisors, LLC0$00.00%−135−100.0%Sold out
CWM, LLC0$00.00%−1−100.0%Sold out
Cerity Partners LLC0$00.00%−854−100.0%Sold out