Pebblebrook Hotel Trust Ownership | Who Owns Pebblebrook Hotel Trust?
Pebblebrook Hotel Trust Ownership Summary
Pebblebrook Hotel Trust is owned by 121.94% institutional investors, 1.93% insiders. Blackrock is the largest institutional shareholder, holding 18.90% of PEB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.46% of its assets in Pebblebrook Hotel Trust shares.
PEB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pebblebrook Hotel Trust | 121.94% | 1.93% | -23.87% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Hotel & Motel REIT Stocks | 81.96% | 3.91% | 14.12% |
| Idea | Travel Stocks List | 58.57% | 12.74% | 28.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 22.70M | 18.90% | $312.09M |
| Vanguard group | 18.81M | 15.66% | $258.64M |
| Fuller & thaler asset management | 10.05M | 8.37% | $138.25M |
| State street | 7.36M | 6.13% | $101.22M |
| Principal financial group | 6.52M | 5.43% | $89.66M |
| T. rowe price investment management | 6.05M | 5.04% | $83.20M |
| Wellington management group llp | 5.50M | 4.58% | $75.61M |
| Earnest partners | 5.04M | 4.19% | $69.25M |
| Bank of america corp /de/ | 3.77M | 3.14% | $51.83M |
| Balyasny asset management | 3.58M | 2.98% | $49.16M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Palogic value management | 155.00K | 0.90% | $2.13M |
| Fuller & thaler asset management | 10.05M | 0.59% | $138.25M |
| Perry creek capital lp | 73.12K | 0.48% | $1.01M |
| Earnest partners | 5.04M | 0.32% | $69.25M |
| White pine capital | 36.20K | 0.19% | $497.71K |
| Alyeska investment group | 1.90M | 0.15% | $26.15M |
| Gsa capital partners llp | 151.73K | 0.15% | $2.09M |
| Silvercrest asset management group | 1.51M | 0.14% | $20.70M |
| Chartwell investment partners | 286.96K | 0.14% | $3.94M |
| Corton capital | 17.91K | 0.13% | $246.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alyeska investment group | 1.90M | 0.15% | 1.24M |
| Balyasny asset management | 3.58M | 0.09% | 1.10M |
| Bank of montreal /can/ | 1.88M | 0.01% | 759.96K |
| Exoduspoint capital management, lp | 694.47K | 0.07% | 694.47K |
| Blackrock | 22.70M | 0.01% | 588.82K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pggm investments | - | - | -3.24M |
| Arrowstreet capital, limited partnership | 60.31K | 0.00% | -1.57M |
| William blair investment management | 2.17M | 0.08% | -1.18M |
| Wellington management group llp | 5.50M | 0.01% | -915.10K |
| Morgan stanley | 2.11M | 0.00% | -914.09K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Tudor investment corp et al | 280.14K | 0.02% | 280.14K | $3.85M |
| Norges bank | 211.64K | 0.00% | 211.64K | $2.91M |
| Avantax advisory services | 75.67K | 0.01% | 75.67K | $1.04M |
| Corebridge financial | 69.32K | 0.01% | 69.32K | $953.11K |
| Mirae asset global etfs | 60.20K | 0.00% | 60.20K | $827.74K |
Sold Out
| Holder | Change |
|---|---|
| Soa wealth advisors, llc. | -4.00 |
| Concord wealth partners | -6.00 |
| Opal wealth advisors | -12.00 |
| Fintrust capital advisors | -59.00 |
| Massmutual trust co fsb/adv | -63.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 246 | 0.82% | 146,440,634 | -0.49% | 121 | 0.81% | 110 | 19.57% | 93 | -5.10% |
| Mar 31, 2024 | 244 | 2.09% | 147,159,871 | -0.58% | 122 | 0.81% | 92 | -9.80% | 98 | 5.38% |
| Dec 31, 2023 | 239 | 3.91% | 148,025,521 | -1.21% | 123 | 0.79% | 102 | 29.11% | 93 | -15.45% |
| Sep 30, 2023 | 230 | -3.36% | 149,845,047 | -1.63% | 124 | 0.80% | 79 | -8.14% | 110 | -8.33% |
| Jun 30, 2023 | 238 | -2.86% | 152,322,893 | -5.88% | 125 | 0.75% | 86 | -41.10% | 120 | 87.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.70M | 6.46% | 7.91K |
| FullerThaler Behavioral Small-Cap Value | 6.01M | 5.04% | -805.41K |
| Undiscovered Managers Behavioral Val L | 5.70M | 4.73% | -760.61K |
| Vanguard Real Estate Index Investor | 4.75M | 3.98% | -13.24K |
| T. Rowe Price Small-Cap Value | 3.94M | 3.27% | -35.58K |
| Vanguard Total Stock Mkt Idx Inv | 3.79M | 3.18% | -33.41K |
| iShares Russell 2000 ETF | 3.12M | 2.62% | -7.01K |
| Vanguard Small Cap Index | 3.03M | 2.54% | 5.90K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 2.09M | 1.74% | 85.07K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.81M | 1.50% | 25.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 15, 2024 | BORTZ JON E | Chairman and CEO | Buy | $24.04K |
| Nov 15, 2024 | BORTZ JON E | Chairman and CEO | Buy | $60.35K |
| Nov 14, 2024 | BORTZ JON E | Chairman and CEO | Buy | $324.48K |
| Nov 12, 2024 | BORTZ JON E | Chairman and CEO | Sell | $80.00K |
| Nov 12, 2024 | BORTZ JON E | Chairman and CEO | Sell | $46.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 3 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | 4 | 1 |
PEB Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools