Creative Planning
PEB icon

Creative Planning’s Pebblebrook Hotel Trust PEB Stock Holding History

Creative Planning’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
2026
Q2 		$585K Buy
30,157
+1,657
+6% +$25.5K ﹤0.01% 3075
2026
Q1 		$360K Buy
28,500
+6,583
+30% +$80.7K ﹤0.01% 3281
2025
Q4 		$248K Buy
21,917
+788
+4% +$8.68K ﹤0.01% 3380
2025
Q3 		$241K Buy
21,129
+3,510
+20% +$37.8K ﹤0.01% 3318
2025
Q2 		$176K Buy
+17,619
New +$164K ﹤0.01% 3275
2023
Q2 		– Sell
-33
Closed -$464 – 2781
2023
Q1 		$464 Buy
+33
New +$482 ﹤0.01% 2589
2017
Q3 		– Sell
-624
Closed -$20K – 3180
2017
Q2 		$20K Buy
624
+2
+0.3% +$62 ﹤0.01% 3184
2017
Q1 		$18K Sell
622
-248
-29% -$7.19K ﹤0.01% 3196
2016
Q4 		$26K Sell
870
-548
-39% -$15.2K ﹤0.01% 2898
2016
Q3 		$38K Sell
1,418
-292
-17% -$8.38K ﹤0.01% 2578
2016
Q2 		$45K Buy
1,710
+46
+3% +$1.22K ﹤0.01% 2199
2016
Q1 		$48K Hold
1,664
– – ﹤0.01% 2135
2015
Q4 		$47K Sell
1,664
-1,399
-46% -$46.2K ﹤0.01% 2166
2015
Q3 		$109K Buy
+3,063
New +$123K ﹤0.01% 1546
2015
Q2 		– Sell
-1,445
Closed -$67K – 2451
2015
Q1 		$67K Sell
1,445
-273
-16% -$13K ﹤0.01% 1812
2014
Q4 		$78K Buy
1,718
+634
+58% +$26.6K ﹤0.01% 1697
2014
Q3 		$40K Buy
1,084
+84
+8% +$3.17K ﹤0.01% 2078
2014
Q2 		$37K Sell
1,000
-427
-30% -$15K ﹤0.01% 2087
2014
Q1 		$48K Buy
1,427
+1,027
+257% +$33K ﹤0.01% 1826
2013
Q4 		$12K Buy
+400
New +$11.8K ﹤0.01% 2475

Other funds holding PEB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's PEB Position: Q2 2026 in Review

Creative Planning increased its Pebblebrook Hotel Trust (PEB) stake by 5.8% in Q2 2026, buying an estimated $25.5K and bringing the position to 30,157 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #3075.

Creative Planning first reported a position in PEB in Q4 2013 and has held it in 20 quarters since. 293 funds tracked by Wall St. Rank hold PEB as of Q2 2026.

  • Creative Planning held 30,157 shares of Pebblebrook Hotel Trust worth $585K as of Q2 2026.
  • Creative Planning bought 1,657 Pebblebrook Hotel Trust shares in Q2 2026, an estimated $25.5K.
  • Pebblebrook Hotel Trust made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3075 holding.
  • Creative Planning first reported a position in Pebblebrook Hotel Trust in Q4 2013 and has held it in 20 quarters since.
  • 293 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.