Pebblebrook Hotel Trust Ownership | Who Owns Pebblebrook Hotel Trust?
Pebblebrook Hotel Trust Ownership Summary
Pebblebrook Hotel Trust is owned by 50.17% institutional investors, 2.47% insiders, and 47.36% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 19.34% of PEB shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.40% of its assets in Pebblebrook Hotel Trust shares.
PEB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pebblebrook Hotel Trust | 50.17% | 2.47% | 47.36% |
| Sector | Real Estate Stocks | 54.56% | 8.24% | 37.20% |
| Industry | Hotel & Motel REIT Stocks | 65.10% | 4.28% | 30.62% |
| Idea | Travel Stocks List | 49.66% | 13.24% | 37.11% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 23.14M | 19.34% | $313.60M |
| Blackrock | 22.70M | 18.90% | $312.09M |
| Vanguard group | 18.58M | 15.53% | $251.71M |
| State street | 7.36M | 6.13% | $101.22M |
| T. rowe price investment management | 6.71M | 5.61% | $90.96M |
| Fuller & thaler asset management | 6.55M | 5.47% | $88.70M |
| Earnest partners | 4.94M | 4.13% | $66.89M |
| Goldman sachs group | 4.34M | 3.63% | $58.84M |
| Alyeska investment group | 4.17M | 3.48% | $56.47M |
| Bank of america corp /de/ | 3.77M | 3.14% | $51.83M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Grs advisors | 3.20M | 4.28% | $43.35M |
| Hgi capital management | 240.38K | 3.35% | $3.26M |
| Palogic value management | 194.00K | 1.02% | $2.63M |
| Perry creek capital lp | 73.12K | 0.51% | $990.78K |
| Fuller & thaler asset management | 6.55M | 0.34% | $88.70M |
| Earnest partners | 4.94M | 0.30% | $66.89M |
| Centersquare investment management | 1.88M | 0.27% | $25.46M |
| Phocas financial | 25.25K | 0.25% | $342.17K |
| Cinctive capital management lp | 357.50K | 0.25% | $4.84M |
| Cbre investment management listed real assets | 1.02M | 0.24% | $13.79M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Centersquare investment management | 1.88M | 0.27% | 1.81M |
| Goldman sachs group | 4.34M | 0.01% | 1.72M |
| Alyeska investment group | 4.17M | 0.21% | 1.26M |
| Nuveen asset management | 2.35M | 0.01% | 1.06M |
| Cbre investment management listed real assets | 1.02M | 0.24% | 1.02M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Invesco | 681.10K | 0.00% | -3.72M |
| Pggm investments | - | - | -3.24M |
| Principal financial group | 580.44K | 0.00% | -917.33K |
| Morgan stanley | 2.11M | 0.00% | -914.09K |
| Grs advisors | 3.20M | 4.28% | -778.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cbre investment management listed real assets | 1.02M | 0.24% | 1.02M | $13.79M |
| Jefferies financial group | 663.68K | 0.05% | 663.68K | $8.99M |
| Raymond james financial | 569.24K | 0.00% | 569.24K | $7.71M |
| Cinctive capital management lp | 357.50K | 0.25% | 357.50K | $4.84M |
| Tudor investment corp et al | 280.14K | 0.02% | 280.14K | $3.85M |
Sold Out
| Holder | Change |
|---|---|
| Soa wealth advisors, llc. | -4.00 |
| Concord wealth partners | -6.00 |
| Mendota financial group | -10.00 |
| Opal wealth advisors | -12.00 |
| Abound wealth management | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 107 | -58.37% | 60,018,495 | -57.94% | 50 | 0.35% | 49 | -54.63% | 37 | -64.76% |
| Sep 30, 2024 | 254 | 3.25% | 142,671,921 | -2.57% | 119 | 0.80% | 108 | -1.82% | 104 | 11.83% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.67M | 6.40% | 4.61K |
| FullerThaler Behavioral Small-Cap Value | 5.93M | 4.95% | -83.13K |
| Undiscovered Managers Behavioral Val L | 5.68M | 4.74% | -24.60K |
| Vanguard Real Estate Index Investor | 4.66M | 3.89% | 16.13K |
| T. Rowe Price Small-Cap Value | 4.19M | 3.50% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.78M | 3.16% | 12.82K |
| iShares Russell 2000 ETF | 3.12M | 2.60% | -61.01K |
| Vanguard Small Cap Index | 3.05M | 2.55% | 5.43K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 2.33M | 1.95% | 239.44K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.80M | 1.50% | 487.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 05, 2025 | SCHALL MICHAEL J | - | Buy | $118.70K |
| Nov 21, 2024 | BORTZ JON E | Chairman and CEO | Buy | $164.84K |
| Nov 15, 2024 | BORTZ JON E | Chairman and CEO | Buy | $60.35K |
| Nov 15, 2024 | BORTZ JON E | Chairman and CEO | Buy | $24.04K |
| Nov 14, 2024 | BORTZ JON E | Chairman and CEO | Buy | $324.48K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | 4 | 3 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | - | 2 |
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