Avantax Advisory Services’s Pebblebrook Hotel Trust PEB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$857K Buy
85,818
+16,961
+25% +$158K ﹤0.01% 1258
2025
Q1
$698K Buy
68,857
+30,902
+81% +$378K ﹤0.01% 1308
2024
Q4
$514K Sell
37,955
-16,643
-30% -$220K ﹤0.01% 1427
2024
Q3
$722K Sell
54,598
-21,068
-28% -$277K ﹤0.01% 1191
2024
Q2
$1.04M Buy
+75,666
New +$1.1M 0.01% 953

Other funds holding PEB

Avantax Advisory Services's PEB Position: Q2 2025 in Review

Avantax Advisory Services increased its Pebblebrook Hotel Trust (PEB) stake by 25% in Q2 2025, buying an estimated $158K and bringing the position to 85,818 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Avantax Advisory Services first reported a position in PEB in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.04M in Q2 2024. 250 funds tracked by Wall St. Rank hold PEB as of Q2 2025.

  • Avantax Advisory Services held 85,818 shares of Pebblebrook Hotel Trust worth $857K as of Q2 2025.
  • Avantax Advisory Services bought 16,961 Pebblebrook Hotel Trust shares in Q2 2025, an estimated $158K.
  • Pebblebrook Hotel Trust made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1258 holding.
  • Avantax Advisory Services first reported a position in Pebblebrook Hotel Trust in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Pebblebrook Hotel Trust position peaked at $1.04M in Q2 2024.
  • 250 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.