Institutional & Family Asset Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Institutional & Family Asset Management’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
2020 Q2	–	Sell	-351	Closed	-$4K	–	893
2020 Q1	$4K	Buy	351 +103	+42%	+$2.09K	﹤0.01%	564
2019 Q4	$7K	Hold	248	–	–	﹤0.01%	557
2019 Q3	$7K	Buy	248 +15	+6%	+$411	﹤0.01%	521
2019 Q2	$7K	Sell	233 -12	-5%	-$363	﹤0.01%	547
2019 Q1	$8K	Hold	245	–	–	﹤0.01%	542
2018 Q4	$7K	Hold	245	–	–	﹤0.01%	539
2018 Q3	$9K	Hold	245	–	–	﹤0.01%	546
2018 Q2	$10K	Sell	245 -10	-4%	-$376	﹤0.01%	534
2018 Q1	$9K	Buy	+255	New	+$9.26K	﹤0.01%	528

Other funds holding PEB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

Institutional & Family Asset Management's PEB Position: Q2 2020 in Review

Institutional & Family Asset Management sold out of Pebblebrook Hotel Trust (PEB) in Q2 2020, closing a stake of 351 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in PEB in Q1 2018 and held it in 9 quarters. The position peaked at $10K in Q2 2018. 234 funds tracked by Wall St. Rank hold PEB as of Q2 2020.

Institutional & Family Asset Management reported no remaining Pebblebrook Hotel Trust position as of Q2 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 351 Pebblebrook Hotel Trust shares in Q2 2020, an estimated $4K.
Institutional & Family Asset Management first reported a position in Pebblebrook Hotel Trust in Q1 2018 and held it in 9 quarters.
Institutional & Family Asset Management's Pebblebrook Hotel Trust position peaked at $10K in Q2 2018.
234 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2020.

Based on Institutional & Family Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.