Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $423K | Sell |
33,502
-631
| -2% | -$7.74K | ﹤0.01% | 2132 |
|
|
2025
Q4 | $386K | Buy |
34,133
+185
| +0.5% | +$2.04K | ﹤0.01% | 2085 |
|
|
2025
Q3 | $387K | Sell |
33,948
-587
| -2% | -$6.33K | ﹤0.01% | 1946 |
|
|
2025
Q2 | $345K | Buy |
34,535
+31,464
| +1,025% | +$292K | ﹤0.01% | 1779 |
|
|
2025
Q1 | $31K | Buy |
3,071
+2,347
| +324% | +$28.7K | ﹤0.01% | 3368 |
|
|
2024
Q4 | $10K | Buy |
724
+407
| +128% | +$5.38K | ﹤0.01% | 3887 |
|
|
2024
Q3 | $4K | Buy |
317
+136
| +75% | +$1.79K | ﹤0.01% | 4204 |
|
|
2024
Q2 | $2K | Sell |
181
-24
| -12% | -$349 | ﹤0.01% | 4249 |
|
|
2024
Q1 | $3K | Sell |
205
-206
| -50% | -$3.24K | ﹤0.01% | 3874 |
|
|
2023
Q4 | $7K | Sell |
411
-522
| -56% | -$6.94K | ﹤0.01% | 3362 |
|
|
2023
Q3 | $13K | Hold |
933
| – | – | ﹤0.01% | 2996 |
|
|
2023
Q2 | $13K | Sell |
933
-168
| -15% | -$2.34K | ﹤0.01% | 2930 |
|
|
2023
Q1 | $15K | Buy |
1,101
+617
| +127% | +$9K | ﹤0.01% | 2706 |
|
|
2022
Q4 | $6K | Buy |
484
+67
| +16% | +$1.02K | ﹤0.01% | 3098 |
|
|
2022
Q3 | $6K | Buy |
417
+341
| +449% | +$6.14K | ﹤0.01% | 2991 |
|
|
2022
Q2 | $1K | Sell |
76
-530
| -87% | -$11.7K | ﹤0.01% | 3600 |
|
|
2022
Q1 | $15K | Buy |
606
+265
| +78% | +$6.08K | ﹤0.01% | 2261 |
|
|
2021
Q4 | $8K | Buy |
+341
| New | +$7.68K | ﹤0.01% | 2488 |
|
|
2021
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2457 |
|
|
2021
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2457 |
|
|
2020
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2456 |
|
|
2020
Q1 | $4K | Hold |
171
| – | – | ﹤0.01% | 2456 |
|
|
2019
Q4 | $4K | Hold |
171
| – | – | ﹤0.01% | 2455 |
|
|
2019
Q3 | $4K | Hold |
171
| – | – | ﹤0.01% | 2455 |
|
|
2019
Q2 | $4K | Hold |
171
| – | – | ﹤0.01% | 2455 |
|
|
2019
Q1 | $4K | Buy |
+171
| New | +$5.39K | ﹤0.01% | 2453 |
|
|
2017
Q4 | – | Sell |
-88
| Closed | -$3K | – | 1545 |
|
|
2017
Q3 | $3K | Buy |
88
+78
| +780% | +$2.59K | ﹤0.01% | 1217 |
|
|
2017
Q2 | $0 | Hold |
10
| – | – | ﹤0.01% | 1279 |
|
|
2017
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 1277 |
|
|
2016
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1159 |
|
|
2016
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 1042 |
|
|
2016
Q2 | $0 | Buy |
+10
| New | +$265 | ﹤0.01% | 846 |
|
Other funds holding PEB
Carson Wealth (CWM LLC)'s PEB Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its Pebblebrook Hotel Trust (PEB) stake by 1.8% in Q1 2026, selling an estimated $7.74K and leaving 33,502 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #2132.
Carson Wealth (CWM LLC) first reported a position in PEB in Q2 2016 and has held it in 34 quarters since. 261 funds tracked by Wall St. Rank hold PEB as of Q1 2026.
- Carson Wealth (CWM LLC) held 33,502 shares of Pebblebrook Hotel Trust worth $423K as of Q1 2026.
- Carson Wealth (CWM LLC) sold 631 Pebblebrook Hotel Trust shares in Q1 2026, an estimated $7.74K.
- Pebblebrook Hotel Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2132 holding.
- Carson Wealth (CWM LLC) first reported a position in Pebblebrook Hotel Trust in Q2 2016 and has held it in 34 quarters since.
- 261 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.