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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, Q3 2023

Institutional positions in Hersha Hospitality Trust as of Sep 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

HT is no longer listed, so this page shows Q3 2023. 13F filings for later quarters list far fewer holders.

Institutional holders
139
+4 vs. Q2 2023
Shares held
26.9M
+4.24M (+18.8%) vs. Q2 2023
Total value
$265.0M
+$127.1M (+92.1%) vs. Q2 2023
New holders
47
35 more added
Sold out
43
32 more reduced

2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 139 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 heldQ3 2023: $265.0M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Hersha Hospitality Trust; share changes are against Q2 2023.

Institutions holding HT in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Clearstead Advisors, LLC4$400.00%00.0%Unchanged
Toronto Dominion Bank19$1870.00%00.0%Unchanged
Farmers & Merchants Investments Inc22$2170.00%00.0%Unchanged
Signaturefd, LLC31$3060.00%+31New
Geneos Wealth Management Inc.125$1.23K0.00%00.0%Unchanged
Global Retirement Partners, LLC170$1.68K0.00%00.0%Unchanged
Parallel Advisors, LLC209$2.07K0.00%+156+294.3%Added
Lee Financial Co296$2.93K0.00%00.0%Unchanged
Quadrant Capital Group LLC343$3.38K0.00%+343New
Versant Capital Management, Inc391$3.85K0.00%00.0%Unchanged
Lindbrook Capital, LLC430$4.24K0.00%+430New
Simplex Trading, LLC601$5.00K0.00%+601New
Whittier Trust Co648$6.39K0.00%00.0%Unchanged
Russell Investments Group, Ltd.661$6.52K0.00%−25,437−97.5%Reduced
TD Waterhouse Canada Inc.1,500$14.8K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.2,281$22.5K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.2,387$23.5K0.00%00.0%Unchanged
Legal & General Group Plc2,477$24.4K0.00%−621−20.0%Reduced
Metropolitan Life Insurance Co2,749$27.1K0.00%+11+0.4%Added
Amalgamated Bank3,194$31.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.3,925$38.7K0.00%−3,399−46.4%Reduced
Citadel Advisors LLC4,223$41.6K0.00%−100,741−96.0%Reduced
Citigroup Inc5,497$54.2K0.00%−5,897−51.8%Reduced
Lazard Asset Management LLC5,872$57.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)6,564$64.7K0.00%+4,106+167.0%Added
California State Teachers Retirement System6,905$68.1K0.00%−3,505−33.7%Reduced
New York State Common Retirement Fund7,048$69.5K0.00%+6,500+1,186.1%Added
STRS Ohio7,500$73.0K0.00%00.0%Unchanged
Pensionfund Sabic8,000$79.0K0.03%00.0%Unchanged
Wells Fargo & Company8,605$84.8K0.00%−5,907−40.7%Reduced
Teachers Retirement System of the State of Kentucky10,092$100.0K0.00%00.0%Unchanged
Voya Investment Management LLC10,322$101.8K0.00%+10,322New
Daiwa Securities Group Inc.10,357$102.0K0.00%+1,068+11.5%Added
Ameriprise Financial Inc11,134$110.3K0.00%−97,630−89.8%Reduced
Martingale Asset Management L P11,200$110.4K0.00%−102,485−90.1%Reduced
Vert Asset Management LLC11,491$113.3K0.06%+11,491New
BNP Paribas Arbitrage, SA11,576$114.1K0.00%+670+6.1%Added
SG Americas Securities, LLC12,871$127.0K0.00%+12,871New
Manufacturers Life Insurance Company, The13,296$131.1K0.00%+13,296New
Mirae Asset Global Investments Co., Ltd.13,405$132.2K0.00%00.0%Unchanged
Fox Run Management, L.L.C.13,531$133.4K0.04%+13,531New
State Board of Administration of Florida Retirement System13,594$134.0K0.00%+50+0.4%Added
Mariner, LLC13,731$135.4K0.00%−179−1.3%Reduced
Ethic Inc.14,247$140.5K0.00%+14,247New
Nisa Investment Advisors, LLC14,477$142.7K0.00%+2,805+24.0%Added
EMC Capital Management14,606$144.0K0.11%+8,036+122.3%Added
State of Alaska, Department of Revenue14,819$145.0K0.00%+50+0.3%Added
GAM Holding AG15,500$152.8K0.01%+15,500New
American International Group, Inc.15,618$154.0K0.00%+556+3.7%Added
MetLife Investment Management16,848$166.1K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.17,764$175.2K0.00%−7,405−29.4%Reduced
Advisor Partners II, LLC18,127$178.7K0.01%+302+1.7%Added
O'Shaughnessy Asset Management, LLC20,579$202.9K0.00%−76,112−78.7%Reduced
FNY Investment Advisers, LLC21,500$211.0K0.13%+21,500New
Great West Life Assurance Co22,181$219.0K0.00%00.0%Unchanged
Engineers Gate Manager LP23,286$229.6K0.01%+3,466+17.5%Added
Brown Advisory Inc25,000$246.5K0.00%+10,000+66.7%Added
Natixis30,000$295.8K0.00%+1,223+4.2%Added
FMR LLC33,513$330.4K0.00%+1,102+3.4%Added
M&T Bank Corp33,964$334.9K0.00%+95+0.3%Added
Gamco Investors, Inc. Et Al34,614$341.3K0.00%+34,614New
Nomura Asset Management Co Ltd35,500$350.0K0.00%00.0%Unchanged
LPL Financial LLC36,313$358.0K0.00%+30+0.1%Added
Alliancebernstein L.P.39,529$389.8K0.00%−3,266−7.6%Reduced
Pensionfund DSM Netherlands40,000$394.0K0.27%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.40,235$396.7K0.00%−1,161−2.8%Reduced
AQR Capital Management LLC40,736$401.7K0.00%−344,359−89.4%Reduced
Cedar Brook Financial Partners, LLC43,138$425.3K0.11%+337+0.8%Added
Los Angeles Capital Management LLC44,220$436.0K0.00%00.0%Unchanged
HRT Financial LP44,463$438.0K0.00%+44,463New
Royal Bank of Canada47,282$467.0K0.00%+21,333+82.2%Added
Public Employees Retirement System of Ohio47,761$471.0K0.00%−51,713−52.0%Reduced
Allspring Global Investments Holdings, LLC48,774$480.9K0.00%+12,465+34.3%Added
Diametric Capital, LP50,000$493.0K0.21%+50,000New
Tudor Investment Corp Et Al50,936$502.2K0.01%−14,843−22.6%Reduced
Bank of America Corp52,787$520.5K0.00%+6,417+13.8%Added
Barclays PLC52,966$522.2K0.00%+24,424+85.6%Added
Franklin Resources Inc55,711$549.3K0.00%−14,239−20.4%Reduced
Carmignac Gestion55,965$551.8K0.01%+55,965New
Asset Management One Co.,Ltd.56,740$559.5K0.00%+3,555+6.7%Added
CWM Advisors, LLC63,744$628.5K0.08%+63,744New
Magnetar Financial LLC64,494$635.9K0.02%+64,494New
Virtu Financial LLC66,830$659.0K0.07%+66,830New
BCK Capital Management LP70,000$690.2K0.35%+70,000New
Mint Tower Capital Management B.V.72,397$714.0K0.20%+72,397New
Crystalline Management Inc.73,652$726.2K0.55%+73,652New
Rhumbline Advisers73,999$729.6K0.00%+546+0.7%Added
Price T Rowe Associates Inc77,161$761.0K0.00%00.0%Unchanged
D. E. Shaw & Co., Inc.81,262$801.2K0.00%−345,510−81.0%Reduced
Wolverine Asset Management LLC81,549$804.1K0.01%+81,549New
Charles Schwab Investment Management Inc86,711$855.0K0.00%00.0%Unchanged
Chicago Capital Management, LLC91,755$877.5K2.31%+91,755New
PenderFund Capital Management Ltd.66,867$896.0K0.27%+66,867New
Polar Asset Management Partners Inc.100,000$986.0K0.02%+100,000New
Deutsche Bank AG100,794$993.8K0.00%+21,793+27.6%Added
Two Sigma Investments, LP101,365$999.5K0.00%−108,284−51.7%Reduced
Sagefield Capital LP105,200$1.04M0.15%+105,200New
LDR Capital Management LLC116,230$1.15M0.70%−67,575−36.8%Reduced
Picton Mahoney Asset Management117,000$1.15M0.05%+117,000New
Invesco Ltd.126,833$1.25M0.00%+3,973+3.2%Added