Also trades as: PEB (NYSE) · $vol 51M · PEB-PD (NYSE) · $vol 0M · PEB-PG (NYSE) · $vol 0M · PEB-PH (NYSE) · $vol 0M · PEB-PF (NYSE) · $vol 0M
PEB-PE Institutional Ownership
Pebblebrook Hotel Trust
1W: +0.2%
1M: +2.5%
3M: -1.4%
YTD: +3.4%
1Y: +3.6%
3Y: +15.7%
5Y: +8.3%
$19.73
+0.02 (+0.10%)
Weekly Expected Move ±2.2%
$19
$19
$20
$20
$21
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — PEB-PE
33
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
$52M
Total Invested
4
New Positions
5
Increased
14
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 491,886 | $10M | +65,000 | +15.2% | 6Q | SEC ↗ |
| 2 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 383,644 | $8M | — | +0.0% | 6Q | SEC ↗ |
| 3 | BlackRock, Inc. | 260,875 | $5M | -30,963 | -10.6% | 6Q | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 249,521 | $5M | -3,775 | -1.5% | 6Q | SEC ↗ |
| 5 | NEUBERGER BERMAN GROUP LLC | 242,021 | $5M | — | +0.0% | 6Q | SEC ↗ |
| 6 | LDR Capital Management LLC | 224,553 | $4M | -3,725 | -1.6% | 6Q | SEC ↗ |
| 7 | COHEN & STEERS, INC. | 184,673 | $4M | +15,607 | +9.2% | 6Q | SEC ↗ |
| 8 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 138,168 | $3M | -62,259 | -31.1% | 6Q | SEC ↗ |
| 9 | ALLIANCEBERNSTEIN L.P. | 134,092 | $3M | — | +0.0% | 6Q | SEC ↗ |
| 10 | WESTWOOD HOLDINGS GROUP INC | 98,002 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 91,130 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 71,993 | $1M | -2,365 | -3.2% | 6Q | SEC ↗ |
| 13 | Vinva Investment Management Ltd NEW | 62,266 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 14 | One Capital Management, LLC | 52,161 | $1M | — | +0.0% | 6Q | SEC ↗ |
| 15 | Steward Partners Investment Advisory, | 39,725 | $784K | -200 | -0.5% | 6Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO | 31,626 | $624K | -1,840 | -5.5% | 6Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 27,624 | $545K | -256 | -0.9% | 6Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 23,765 | $469K | +1,785 | +8.1% | 4Q | SEC ↗ |
| 19 | RB Capital Management, LLC | 13,700 | $270K | -300 | -2.1% | 6Q | SEC ↗ |
| 20 | Daiwa Securities Group Inc. | 12,904 | $255K | — | +0.0% | 6Q | SEC ↗ |
| 21 | MORGAN STANLEY | 7,417 | $146K | +196 | +2.7% | 6Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 3,875 | $76K | — | +0.0% | 6Q | SEC ↗ |
| 23 | AEW CAPITAL MANAGEMENT L P | 2,960 | $58K | -560 | -15.9% | 2Q | SEC ↗ |
| 24 | BESSEMER GROUP INC NEW | 2,500 | $49K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Ameritas Advisory Services, LLC NEW | 920 | $18K | — | +0.0% | 1Q | SEC ↗ |
| 26 | Integrated Wealth Concepts LLC NEW | 750 | $15K | — | +0.0% | 1Q | SEC ↗ |
| 27 | MATHER GROUP, LLC. | 300 | $6K | — | +0.0% | 2Q | SEC ↗ |
| 28 | UBS Group AG | 129 | $3K | -87 | -40.3% | 6Q | SEC ↗ |
| 29 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 125 | $2K | — | +0.0% | 6Q | SEC ↗ |
| 30 | Apollo Management Holdings, L.P. | 0 | $0K | -127,246 | -100.0% | 1Q | SEC ↗ |
| 31 | H/2 CREDIT MANAGER LP | 0 | $0K | -104,015 | -100.0% | 5Q | SEC ↗ |
| 32 | Lodestone Wealth Management LLC | 0 | $0K | -579 | -100.0% | 2Q | SEC ↗ |
| 33 | DigitalBridge Group, Inc. | 0 | $0K | -10,000 | -100.0% | 4Q | SEC ↗ |
| 34 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0 | $0K | -127,246 | -100.0% | 4Q | SEC ↗ |
| 35 | BANK OF AMERICA CORP /DE | 0 | $0K | -11,534 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| Vinva Investment Management Ltd | 62,266 | $1M |
| BESSEMER GROUP INC | 2,500 | $49K |
| Ameritas Advisory Services, LLC | 920 | $18K |
| Integrated Wealth Concepts LLC | 750 | $15K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Apollo Management Holdings, L.P. | 127,246 | $3M |
| CENTERSQUARE INVESTMENT MANAGEMENT | 127,246 | $3M |
| H/2 CREDIT MANAGER LP | 104,015 | $2M |
| BANK OF AMERICA CORP /DE | 11,534 | $228K |
| DigitalBridge Group, Inc. | 10,000 | $197K |
| Lodestone Wealth Management LLC | 579 | $11K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +65,000 | +15.2% | 491,886 |
| COHEN & STEERS, INC. | +15,607 | +9.2% | 184,673 |
| Kestra Advisory Services, LLC | +1,785 | +8.1% | 23,765 |
| MORGAN STANLEY | +196 | +2.7% | 7,417 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| INFRASTRUCTURE CAPITAL ADVISORS, LL | -62,259 | -31.1% | 138,168 |
| BlackRock, Inc. | -30,963 | -10.6% | 260,875 |
| Rockefeller Capital Management L.P. | -3,775 | -1.5% | 249,521 |
| LDR Capital Management LLC | -3,725 | -1.6% | 224,553 |
| WELLS FARGO & COMPANY/MN | -2,365 | -3.2% | 71,993 |
| JPMORGAN CHASE & CO | -1,840 | -5.5% | 31,626 |
| AEW CAPITAL MANAGEMENT L P | -560 | -15.9% | 2,960 |
| RB Capital Management, LLC | -300 | -2.1% | 13,700 |
| HighTower Advisors, LLC | -256 | -0.9% | 27,624 |
| Steward Partners Investment Advisor | -200 | -0.5% | 39,725 |
| UBS Group AG | -87 | -40.3% | 129 |