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Belpointe Asset Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Belpointe Asset Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-805
Closed -$11.3K – 2531
2023
Q1 		$11.3K Buy
+805
New +$11.7K ﹤0.01% 2652

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Belpointe Asset Management's PEB Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pebblebrook Hotel Trust (PEB) in Q2 2023, closing a stake of 805 shares — an estimated $11.3K sold.

Belpointe Asset Management first reported a position in PEB in Q1 2023 and held it in 1 quarter. The position peaked at $11.3K in Q1 2023. 237 funds tracked by Wall St. Rank hold PEB as of Q2 2023.

  • Belpointe Asset Management reported no remaining Pebblebrook Hotel Trust position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 805 Pebblebrook Hotel Trust shares in Q2 2023, an estimated $11.3K.
  • Belpointe Asset Management first reported a position in Pebblebrook Hotel Trust in Q1 2023 and held it in 1 quarter.
  • Belpointe Asset Management's Pebblebrook Hotel Trust position peaked at $11.3K in Q1 2023.
  • 237 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.