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 | 55.04% | 8.23% | 36.73% |
| 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 | BORTZ JON E | Chairman and CEO | Buy | $178.65K |
| 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 | $24.04K |
| Nov 15, 2024 | BORTZ JON E | Chairman and CEO | Buy | $60.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 2 | - |
| 2024 Q4 | 4 | 3 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | - | 2 |
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