Also trades as: PEB (NYSE) · $vol 51M · PEB-PD (NYSE) · $vol 0M · PEB-PG (NYSE) · $vol 0M · PEB-PH (NYSE) · $vol 0M · PEB-PE (NYSE) · $vol 0M
PEB-PF Institutional Ownership
Pebblebrook Hotel Trust
1W: +0.6%
1M: +3.2%
3M: -2.1%
YTD: +5.0%
1Y: +0.5%
3Y: +23.2%
5Y: +4.3%
$19.79
+0.12 (+0.61%)
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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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — PEB-PF
33
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$77M
Total Invested
4
New Positions
6
Increased
12
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (37 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | INFRASTRUCTURE CAPITAL ADVISORS, LLC | 959,237 | $19M | +25,955 | +2.8% | 6Q | SEC ↗ |
| 2 | CBRE INVESTMENT MANAGEMENT LISTED REAL | 541,950 | $11M | — | +0.0% | 6Q | SEC ↗ |
| 3 | FMR LLC | 380,072 | $8M | +50,200 | +15.2% | 6Q | SEC ↗ |
| 4 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 377,137 | $7M | — | +0.0% | 6Q | SEC ↗ |
| 5 | BlackRock, Inc. | 360,272 | $7M | -42,852 | -10.6% | 6Q | SEC ↗ |
| 6 | NEUBERGER BERMAN GROUP LLC | 248,663 | $5M | +35,000 | +16.4% | 6Q | SEC ↗ |
| 7 | WESTWOOD HOLDINGS GROUP INC | 242,066 | $5M | — | +0.0% | 6Q | SEC ↗ |
| 8 | Nuveen, LLC | 233,573 | $5M | +48,106 | +25.9% | 6Q | SEC ↗ |
| 9 | ALLIANCEBERNSTEIN L.P. | 160,306 | $3M | -2,000 | -1.2% | 6Q | SEC ↗ |
| 10 | LDR Capital Management LLC | 112,203 | $2M | +17 | +0.0% | 6Q | SEC ↗ |
| 11 | COHEN & STEERS, INC. | 93,641 | $2M | — | +0.0% | 6Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 79,330 | $2M | -109,695 | -58.0% | 6Q | SEC ↗ |
| 13 | Uniplan Investment Counsel, Inc. | 43,299 | $857K | -1,396 | -3.1% | 4Q | SEC ↗ |
| 14 | One Capital Management, LLC | 37,841 | $749K | — | +0.0% | 6Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 35,104 | $695K | -1,957 | -5.3% | 6Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN | 25,859 | $512K | -1,200 | -4.4% | 6Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 20,695 | $410K | -3,745 | -15.3% | 6Q | SEC ↗ |
| 18 | TRUIST FINANCIAL CORP NEW | 18,407 | $364K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Palogic Value Management, L.P. NEW | 15,000 | $297K | — | +0.0% | 1Q | SEC ↗ |
| 20 | SEI INVESTMENTS CO | 14,271 | $282K | -14,271 | -50.0% | 6Q | SEC ↗ |
| 21 | Marex Group Ltd NEW | 10,502 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 9,261 | $183K | — | +0.0% | 4Q | SEC ↗ |
| 23 | Brookfield Corp /ON | 1,536 | $30K | — | +0.0% | 2Q | SEC ↗ |
| 24 | MORGAN STANLEY | 1,529 | $30K | +1,527 | +76350.0% | 6Q | SEC ↗ |
| 25 | UBS Group AG NEW | 1,440 | $28K | — | +0.0% | 1Q | SEC ↗ |
| 26 | FIFTH THIRD BANCORP | 1,312 | $26K | — | +0.0% | 4Q | SEC ↗ |
| 27 | Steward Partners Investment Advisory, | 1,100 | $22K | — | +0.0% | 6Q | SEC ↗ |
| 28 | JONES FINANCIAL COMPANIES LLLP | 400 | $8K | — | +0.0% | 2Q | SEC ↗ |
| 29 | TD PRIVATE CLIENT WEALTH LLC | 27 | $1K | — | +0.0% | 4Q | SEC ↗ |
| 30 | Apollo Management Holdings, L.P. | 0 | $0K | -40,594 | -100.0% | 1Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 0 | $0K | -1,100 | -100.0% | 1Q | SEC ↗ |
| 32 | DigitalBridge Group, Inc. | 0 | $0K | -20,000 | -100.0% | 4Q | SEC ↗ |
| 33 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 0 | $0K | -40,594 | -100.0% | 4Q | SEC ↗ |
| 34 | BANK OF AMERICA CORP /DE | 0 | $0K | -82,259 | -100.0% | 5Q | SEC ↗ |
| 35 | H/2 CREDIT MANAGER LP | 0 | $0K | -246,483 | -100.0% | 5Q | SEC ↗ |
| 36 | SPIRIT OF AMERICA MANAGEMENT CORP/NY | 0 | $0K | -2,500 | -100.0% | 5Q | SEC ↗ |
| 37 | MAI Capital Management | 0 | $0K | -24 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| TRUIST FINANCIAL CORP | 18,407 | $364K |
| Palogic Value Management, L.P. | 15,000 | $297K |
| Marex Group Ltd | 10,502 | $208K |
| UBS Group AG | 1,440 | $28K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| H/2 CREDIT MANAGER LP | 246,483 | $5M |
| BANK OF AMERICA CORP /DE | 82,259 | $2M |
| CENTERSQUARE INVESTMENT MANAGEMENT | 40,594 | $803K |
| Apollo Management Holdings, L.P. | 40,594 | $803K |
| DigitalBridge Group, Inc. | 20,000 | $396K |
| SPIRIT OF AMERICA MANAGEMENT CORP/N | 2,500 | $49K |
| Kestra Advisory Services, LLC | 1,100 | $22K |
| MAI Capital Management | 24 | $0K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +50,200 | +15.2% | 380,072 |
| Nuveen, LLC | +48,106 | +25.9% | 233,573 |
| NEUBERGER BERMAN GROUP LLC | +35,000 | +16.4% | 248,663 |
| INFRASTRUCTURE CAPITAL ADVISORS, LL | +25,955 | +2.8% | 959,237 |
| MORGAN STANLEY | +1,527 | +76350.0% | 1,529 |
| LDR Capital Management LLC | +17 | +0.0% | 112,203 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -109,695 | -58.0% | 79,330 |
| BlackRock, Inc. | -42,852 | -10.6% | 360,272 |
| SEI INVESTMENTS CO | -14,271 | -50.0% | 14,271 |
| OSAIC HOLDINGS, INC. | -3,745 | -15.3% | 20,695 |
| ALLIANCEBERNSTEIN L.P. | -2,000 | -1.2% | 160,306 |
| HighTower Advisors, LLC | -1,957 | -5.3% | 35,104 |
| Uniplan Investment Counsel, Inc. | -1,396 | -3.1% | 43,299 |
| WELLS FARGO & COMPANY/MN | -1,200 | -4.4% | 25,859 |