Berman Capital Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

Berman Capital Advisors’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
2021 Q3	$15K	Buy	698 +515	+281%	+$11.4K	﹤0.01%	1072
2021 Q2	$4K	Buy	183 +6	+3%	+$141	﹤0.01%	1416
2021 Q1	$4K	Buy	177 +45	+34%	+$989	﹤0.01%	1352
2020 Q4	$2K	Hold	132	–	–	﹤0.01%	1424
2020 Q3	$1K	Sell	132 -18	-12%	-$216	﹤0.01%	1494
2020 Q2	$2K	Sell	150 -101	-40%	-$1.25K	﹤0.01%	1308
2020 Q1	$2K	Sell	251 -128	-34%	-$2.6K	﹤0.01%	1167
2019 Q4	$10K	Sell	379 -86	-18%	-$2.27K	﹤0.01%	750
2019 Q3	$12K	Buy	465 +439	+1,688%	+$12K	﹤0.01%	666
2019 Q2	$0	Buy	+26	New	+$786	﹤0.01%	1553

Other funds holding PEB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Berman Capital Advisors's PEB Position: Q3 2021 in Review

Berman Capital Advisors increased its Pebblebrook Hotel Trust (PEB) stake by 281% in Q3 2021, buying an estimated $11.4K and bringing the position to 698 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Berman Capital Advisors first reported a position in PEB in Q2 2019 and has held it in 10 quarters since. 242 funds tracked by Wall St. Rank hold PEB as of Q3 2021.

Berman Capital Advisors held 698 shares of Pebblebrook Hotel Trust worth $15K as of Q3 2021.
Berman Capital Advisors bought 515 Pebblebrook Hotel Trust shares in Q3 2021, an estimated $11.4K.
Pebblebrook Hotel Trust made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1072 holding.
Berman Capital Advisors first reported a position in Pebblebrook Hotel Trust in Q2 2019 and has held it in 10 quarters since.
242 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.