Institutional Ownership Pebblebrook Hotel Trust (PEB)
This table provides information about the institutional ownership of Pebblebrook Hotel Trust (PEB). We have compiled data on the 267 institutions that hold shares in the stock, with a total of 142 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
327
shares
|
$4,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
317
shares
|
$4,735
0.0% of portfolio
|
Q3 2024
Added 75.14%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
313
shares
|
$4,676
0.0% of portfolio
|
Q3 2024
Added 1059.26%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
257
shares
|
$3,839
0.0% of portfolio
|
Q3 2024
Reduced 63.6%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
256
shares
|
$3,824
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
250
shares
|
$3,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
223
shares
|
$3,331
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
210
shares
|
$3,137
0.0% of portfolio
|
Q1 2020
Reduced 49.05%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
203
shares
|
$3,032
0.0% of portfolio
|
Q3 2024
Reduced 65.36%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
181
shares
|
$2,704
0.0% of portfolio
|
Q3 2024
Reduced 50.55%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
177
shares
|
$2,644
0.0% of portfolio
|
Q1 2022
Added 7.93%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
156
shares
|
$2,330
0.0% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
127
shares
|
$1,897
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
120
shares
|
$1,792
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
112
shares
|
$1,673
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
96
shares
|
$1,434
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
95
shares
|
$1,419
0.0% of portfolio
|
Q2 2021
Reduced 2.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
95
shares
|
$1,419
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
90
shares
|
$1,344
0.0% of portfolio
|
Q2 2023
Added 55.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
85
shares
|
$1,269
0.0% of portfolio
|
Q3 2024
Added 325.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
85
shares
|
$1,269
0.0% of portfolio
|
Q1 2022
Reduced 18.27%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
83
shares
|
$1,240
0.0% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
75
shares
|
$1,120
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
70
shares
|
$1,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
64
shares
|
$956
0.0% of portfolio
|
Q3 2023
New holding
|