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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Creative Planning's PEB Position: Q1 2026 in Review

Creative Planning increased its Pebblebrook Hotel Trust (PEB) stake by 30% in Q1 2026, buying an estimated $80.7K and bringing the position to 28,500 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #3281.

Creative Planning first reported a position in PEB in Q4 2013 and has held it in 19 quarters since. 260 funds tracked by Wall St. Rank hold PEB as of Q1 2026.

  • Creative Planning held 28,500 shares of Pebblebrook Hotel Trust worth $360K as of Q1 2026.
  • Creative Planning bought 6,583 Pebblebrook Hotel Trust shares in Q1 2026, an estimated $80.7K.
  • Pebblebrook Hotel Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3281 holding.
  • Creative Planning first reported a position in Pebblebrook Hotel Trust in Q4 2013 and has held it in 19 quarters since.
  • 260 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.