Harbor Investment Advisory’s Pebblebrook Hotel Trust PEB Stock Holding History

Harbor Investment Advisory’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	–	Sell	-532	Closed	-$6.72K	–	1361
2026 Q1	$6.72K	Buy	+532	New	+$6.52K	﹤0.01%	975
2023 Q3	–	Sell	-2,649	Closed	-$36.9K	–	1298
2023 Q2	$36.9K	Buy	2,649 +758	+40%	+$10.6K	0.01%	786
2023 Q1	$26.6K	Hold	1,891	–	–	﹤0.01%	854
2022 Q4	$25.3K	Hold	1,891	–	–	﹤0.01%	851
2022 Q3	$27K	Hold	1,891	–	–	﹤0.01%	843
2022 Q2	$31K	Hold	1,891	–	–	0.01%	813
2022 Q1	$46K	Hold	1,891	–	–	0.01%	776
2021 Q4	$42K	Hold	1,891	–	–	0.01%	787
2021 Q3	$42K	Buy	1,891 +444	+31%	+$9.83K	0.01%	778
2021 Q2	$34K	Hold	1,447	–	–	﹤0.01%	805
2021 Q1	$35K	Hold	1,447	–	–	0.01%	765
2020 Q4	$27K	Buy	1,447 +459	+46%	+$7.43K	﹤0.01%	773
2020 Q3	$12K	Buy	988 +475	+93%	+$5.7K	﹤0.01%	826
2020 Q2	$7K	Sell	513 -219	-30%	-$2.71K	﹤0.01%	836
2020 Q1	$8K	Buy	732 +671	+1,100%	+$13.6K	﹤0.01%	790
2019 Q4	$2K	Buy	+61	New	+$1.61K	﹤0.01%	782

Other funds holding PEB

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return