EWA
PEB icon

EverSource Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

EverSource Wealth 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
2026
Q1 		$19.2K Buy
1,523
+554
+57% +$6.79K ﹤0.01% 2527
2025
Q4 		$11K Sell
969
-32
-3% -$352 ﹤0.01% 2750
2025
Q3 		$11.4K Buy
1,001
+26
+3% +$280 ﹤0.01% 2751
2025
Q2 		$9.74K Buy
975
+760
+353% +$7.06K ﹤0.01% 2824
2025
Q1 		$2.18K Buy
215
+173
+412% +$2.12K ﹤0.01% 2886
2024
Q4 		$569 Buy
+42
New +$555 ﹤0.01% 3144
2023
Q4 		– Sell
-879
Closed -$11.9K – 2718
2023
Q3 		$11.9K Sell
879
-225
-20% -$3.23K ﹤0.01% 1352
2023
Q2 		$15.4K Buy
1,104
+285
+35% +$3.98K ﹤0.01% 1250
2023
Q1 		$11.5K Buy
+819
New +$12K ﹤0.01% 1295

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