Pebblebrook Hotel Trust Ownership | Who Owns Pebblebrook Hotel Trust?
Pebblebrook Hotel Trust Ownership Summary
Pebblebrook Hotel Trust is owned by 0.63% institutional investors, 2.14% insiders, and 97.23% 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 6.06% of its assets in Pebblebrook Hotel Trust shares.
PEB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Pebblebrook Hotel Trust | 0.63% | 2.14% | 97.23% |
| Sector | Real Estate Stocks | 46.98% | 8.71% | 44.31% |
| Industry | Hotel & Motel REIT Stocks | 60.22% | 4.36% | 35.42% |
| Idea | Travel Stocks List | 40.42% | 13.75% | 45.83% |
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 |
| Cbre investment management listed real assets | 1.02M | 0.24% | $13.79M |
| Alyeska investment group | 4.17M | 0.21% | $56.47M |
| Boothbay fund management | 563.74K | 0.19% | $7.64M |
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 |
| Millennium management | 629.03K | 0.00% | -863.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Cbre investment management listed real assets | 1.02M | 0.24% | 1.02M | $13.79M |
| Raymond james financial | 569.24K | 0.00% | 569.24K | $7.71M |
| Hgi capital management | 240.38K | 3.35% | 240.38K | $3.26M |
| Lmr partners llp | 225.00K | 0.03% | 225.00K | $3.05M |
| Point72 asset management | 97.56K | 0.00% | 97.56K | $1.32M |
Sold Out
| Holder | Change |
|---|---|
| Soa wealth advisors, llc. | -4.00 |
| Assetmark | -6.00 |
| Concord wealth partners | -6.00 |
| Mendota financial group | -10.00 |
| Opal wealth advisors | -12.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 4 | -98.53% | 753,119 | -99.48% | - | 0.00% | 2 | -98.47% | 2 | -97.98% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 7.19M | 6.06% | -4.45K |
| FullerThaler Behavioral Small-Cap Value | 5.81M | 4.89% | -152.19K |
| Undiscovered Managers Behavioral Val L | 5.52M | 4.65% | - |
| Vanguard Real Estate Index Investor | 4.49M | 3.79% | -68.94K |
| T. Rowe Price Small-Cap Value | 4.18M | 3.52% | -899.00 |
| Vanguard Total Stock Mkt Idx Inv | 3.82M | 3.22% | 16.60K |
| Vanguard US Total Market Shares ETF | 3.82M | 3.22% | 6.28K |
| iShares Russell 2000 ETF | 3.10M | 2.61% | 1.52K |
| Vanguard Small Cap Index | 3.01M | 2.53% | 20.94K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 2.45M | 2.06% | 114.34K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 06, 2025 | BORTZ JON E | Chairman and CEO | Buy | $47.50K |
| May 30, 2025 | BORTZ JON E | Chairman and CEO | Buy | $164.70K |
| May 27, 2025 | BORTZ JON E | Chairman and CEO | Buy | $54.00K |
| May 22, 2025 | BORTZ JON E | Chairman and CEO | Buy | $179.80K |
| May 23, 2025 | Jackson Ron E. | - | Buy | $89.10K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 10 | - |
| 2025 Q1 | 4 | - |
| 2024 Q4 | 4 | 3 |
| 2024 Q3 | 3 | - |
| 2024 Q2 | 4 | 1 |
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