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 265 institutions that hold shares in the stock, with a total of 139 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
75
shares
|
$885
0.0% of portfolio
|
Q2 2022
Reduced 6.25%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
64
shares
|
$755
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
38
shares
|
$448
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
28
shares
|
$330
0.0% of portfolio
|
Q1 2025
Reduced 56.25%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
21
shares
|
$247
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
14
shares
|
$165
0.0% of portfolio
|
Q1 2025
Reduced 88.33%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
11
shares
|
$129
0.0% of portfolio
|
Q2 2025
Reduced 81.67%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8
shares
|
$94
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
7
shares
|
$82
0.0% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
5
shares
|
$59
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|