Pebblebrook Hotel Trust
PEB- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001474098
In the last 90 days, Pebblebrook Hotel Trust insiders filed 0 open-market purchases and 1 sale; 293 institutions reported holding it in 13F filings for Q2 2026, worth $2.77B in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Pebblebrook Hotel 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
- 238
- −5 vs. Q1 2023
- Shares held
- 152.3M
- −9.50M (−5.9%) vs. Q1 2023
- Total value
- $2.12B
- −$148.0M (−6.5%) vs. Q1 2023
- New holders
- 23
- 63 more added
- Sold out
- 28
- 122 more reduced
Compare with Q1 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PEB 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 293 | $2.77B |
| Q1 2026 | 261 | $1.82B |
| Q4 2025 | 267 | $1.63B |
| Q3 2025 | 257 | $1.66B |
| Q2 2025 | 251 | $1.37B |
| Q1 2025 | 262 | $1.43B |
| Q4 2024 | 271 | $1.97B |
| Q3 2024 | 253 | $1.89B |
| Q2 2024 | 244 | $2.01B |
| Q1 2024 | 240 | $2.27B |
| Q4 2023 | 236 | $2.37B |
| Q3 2023 | 231 | $2.05B |
| Q2 2023 | 238 | $2.12B |
| Q1 2023 | 243 | $2.27B |
| Q4 2022 | 252 | $1.97B |
| Q3 2022 | 254 | $2.09B |
| Q2 2022 | 260 | $2.37B |
| Q1 2022 | 252 | $3.47B |
| Q4 2021 | 242 | $3.23B |
| Q3 2021 | 243 | $3.22B |
| Q2 2021 | 234 | $3.44B |
| Q1 2021 | 226 | $3.46B |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Pebblebrook Hotel Trust; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbor Investment Advisory, LLC | 2,649 | $36.9K | 0.01% | +758+40.1% | Added |
| Global Retirement Partners, LLC | 2,411 | $33.6K | 0.00% | −44−1.8% | Reduced |
| Quadrant Capital Group LLC | 2,039 | $28.4K | 0.00% | +566+38.4% | Added |
| Parallel Advisors, LLC | 1,901 | $26.5K | 0.00% | −23−1.2% | Reduced |
| Versant Capital Management, Inc | 1,857 | $25.9K | 0.01% | −148−7.4% | Reduced |
| Russell Investments Group, Ltd. | 1,777 | $24.8K | 0.00% | −4,298−70.7% | Reduced |
| Geneos Wealth Management Inc. | 1,316 | $18.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,104 | $15.4K | 0.00% | +285+34.8% | Added |
| Johnson Financial Group, Inc. | 1,000 | $13.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 933 | $13.0K | 0.00% | −168−15.3% | Reduced |
| Proequities, Inc. | 887 | $12.4K | 0.00% | +30+3.5% | Added |
| Salem Investment Counselors Inc | 811 | $11.3K | 0.00% | +811 | New |
| Fifth Third Bancorp | 733 | $10.2K | 0.00% | +81+12.4% | Added |
| Lindbrook Capital, LLC | 664 | $9.26K | 0.00% | −117−15.0% | Reduced |
| True Wealth Design, LLC | 614 | $8.56K | 0.00% | +1+0.2% | Added |
| Bessemer Group Inc | 348 | $5.00K | 0.00% | −125−26.4% | Reduced |
| Whittier Trust Co | 340 | $4.74K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 95 | $3.92K | 0.00% | −2−2.1% | Reduced |
| Parkside Financial Bank & Trust | 260 | $3.63K | 0.00% | +32+14.0% | Added |
| MCF Advisors LLC | 256 | $3.57K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 229 | $3.19K | 0.00% | +120+110.1% | Added |
| Washington Trust Advisors, Inc. | 223 | $3.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 125 | $1.74K | 0.00% | −24−16.1% | Reduced |
| Private Trust Co NA | 120 | $1.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $1.44K | 0.00% | +103 | New |
| Coppell Advisory Solutions LLC | 100 | $1.40K | 0.00% | +100 | New |
| Sound Income Strategies, LLC | 95 | $1.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $1.25K | 0.00% | +32+55.2% | Added |
| Bellevue Asset Management, LLC | 85 | $1.18K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 78 | $1.04K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 92 | $1.00K | 0.00% | −786−89.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 44 | $1.00K | 0.00% | +12+37.5% | Added |
| Farther Finance Advisors, LLC | 49 | $683 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $516 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 24 | $336 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 10 | $140 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $56 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | −354−100.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −726,925−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −172,547−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −112,764−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −76,321−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −62,361−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −57,374−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −46,899−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −31,371−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −25,407−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −17,486−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −16,242−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,543−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −10,820−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −10,447−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −10,143−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Rain Capital Management, LLC | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −344−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |