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 250 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 $2.02 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
127
shares
|
$1,797
0.0% of portfolio
|
Q4 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
120
shares
|
$1,698
0.0% of portfolio
|
Q2 2022
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
100
shares
|
$1,415
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
95
shares
|
$1,344
0.0% of portfolio
|
Q2 2023
Reduced 2.06%
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
95
shares
|
$1,344
0.0% of portfolio
|
Q2 2021
Reduced 2.06%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
94
shares
|
$1,330
0.0% of portfolio
|
Q1 2024
Reduced 2.08%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
90
shares
|
$1,273
0.0% of portfolio
|
Q2 2023
Added 55.17%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
89
shares
|
$1,259
0.0% of portfolio
|
Q1 2024
Added 81.63%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
85
shares
|
$1,202
0.0% of portfolio
|
Q1 2022
Reduced 18.27%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
75
shares
|
$1,061
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
72
shares
|
$1,018
0.0% of portfolio
|
Q3 2023
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
65
shares
|
$919
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
64
shares
|
$905
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
59
shares
|
$834
0.0% of portfolio
|
Q3 2023
Reduced 24.36%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
52
shares
|
$735
0.0% of portfolio
|
Q1 2024
New holding
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
29
shares
|
$410
0.0% of portfolio
|
Q4 2023
Reduced 72.12%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 13, 2024 Q1 2024 |
27
shares
|
$382
0.0% of portfolio
|
Q1 2024
New holding
|
|
High Mark Wealth Management LLC
|
Apr 26, 2024 Q1 2024 |
24
shares
|
$339
0.0% of portfolio
|
Q4 2020
Reduced 55.56%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
23
shares
|
$325
0.0% of portfolio
|
Q1 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 10, 2024 Q1 2024 |
4
shares
|
$56
0.0% of portfolio
|
Q4 2020
New holding
|