Pebblebrook Hotel Trust Ownership | Who Owns Pebblebrook Hotel Trust?
Pebblebrook Hotel Trust Ownership Summary
Pebblebrook Hotel Trust is owned by 119.25% institutional investors, 1.97% 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 6.45% of its assets in Pebblebrook Hotel Trust shares.
PEB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pebblebrook Hotel Trust | 119.25% | 1.97% | -21.22% |
| Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
| Industry | Hotel & Motel REIT Stocks | 81.81% | 4.18% | 14.02% |
| Idea | Travel Stocks List | 61.17% | 13.32% | 25.51% |
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 |
| 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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Sep 30, 2023 | 230 | -3.36% | 149,845,047 | -1.63% | 124 | 0.80% | 79 | -8.14% | 110 | -8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.72M | 6.45% | 3.96K |
| FullerThaler Behavioral Small-Cap Value | 5.93M | 4.95% | -83.13K |
| Undiscovered Managers Behavioral Val L | 5.70M | 4.76% | - |
| Vanguard Real Estate Index Investor | 4.64M | 3.88% | 5.70K |
| T. Rowe Price Small-Cap Value | 4.19M | 3.50% | - |
| Vanguard Total Stock Mkt Idx Inv | 3.77M | 3.15% | 5.78K |
| iShares Russell 2000 ETF | 3.23M | 2.70% | -12.40K |
| Vanguard Small Cap Index | 3.05M | 2.55% | 3.70K |
| 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% | -16.25K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Nov 14, 2024 | BORTZ JON E | Chairman and CEO | Buy | $324.48K |
| Nov 12, 2024 | BORTZ JON E | Chairman and CEO | Sell | $80.00K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 4 | 3 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | 1 |
| 2024 Q1 | - | 2 |
| 2023 Q4 | 4 | 1 |
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