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Carolinas Wealth Consulting’s Pebblebrook Hotel Trust PEB Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-74
Closed -$750 – 676
2025
Q1 		$750 Hold
74
– – ﹤0.01% 932
2024
Q4 		$1K Sell
74
-9
-11% -$119 ﹤0.01% 948
2024
Q3 		$1.1K Sell
83
-4
-5% -$53 ﹤0.01% 912
2024
Q2 		$1.2K Sell
87
-7
-7% -$102 ﹤0.01% 880
2024
Q1 		$1.45K Sell
94
-2
-2% -$31 ﹤0.01% 834
2023
Q4 		$1.53K Sell
96
-7
-7% -$93 ﹤0.01% 771
2023
Q3 		$1.23K Sell
103
-22
-18% -$316 ﹤0.01% 801
2023
Q2 		$1.74K Sell
125
-24
-16% -$335 ﹤0.01% 837
2023
Q1 		$2.09K Hold
149
– – ﹤0.01% 805
2022
Q4 		$2K Sell
149
-3
-2% -$46 ﹤0.01% 810
2022
Q3 		$2K Hold
152
– – ﹤0.01% 771
2022
Q2 		$3K Hold
152
– – ﹤0.01% 731
2022
Q1 		$4K Hold
152
– – ﹤0.01% 728
2021
Q4 		$3K Sell
152
-3
-2% -$68 ﹤0.01% 784
2021
Q3 		$3K Hold
155
– – ﹤0.01% 750
2021
Q2 		$4K Sell
155
-7
-4% -$165 ﹤0.01% 738
2021
Q1 		$4K Buy
162
+6
+4% +$132 ﹤0.01% 744
2020
Q4 		$3K Sell
156
-32
-17% -$518 ﹤0.01% 708
2020
Q3 		$2K Buy
188
+121
+181% +$1.45K ﹤0.01% 731
2020
Q2 		$1K Buy
+67
New +$830 ﹤0.01% 603

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carolinas Wealth Consulting's PEB Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pebblebrook Hotel Trust (PEB) in Q2 2025, closing a stake of 74 shares — an estimated $750 sold.

Carolinas Wealth Consulting first reported a position in PEB in Q2 2020 and held it in 20 quarters. The position peaked at $4K in Q1 2022. 250 funds tracked by Wall St. Rank hold PEB as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Pebblebrook Hotel Trust position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 74 Pebblebrook Hotel Trust shares in Q2 2025, an estimated $750.
  • Carolinas Wealth Consulting first reported a position in Pebblebrook Hotel Trust in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Pebblebrook Hotel Trust position peaked at $4K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.