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LRI Investments’s Pebblebrook Hotel Trust PEB Stock Holding History

LRI Investments’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
-696
Closed -$8.79K – 1988
2026
Q1 		$8.79K Sell
696
-157
-18% -$1.93K ﹤0.01% 918
2025
Q4 		$9.66K Hold
853
– – ﹤0.01% 876
2025
Q3 		$9.72K Hold
853
– – ﹤0.01% 884
2025
Q2 		$8.52K Hold
853
– – ﹤0.01% 878
2025
Q1 		$8.64K Hold
853
– – ﹤0.01% 822
2024
Q4 		$11.6K Hold
853
– – ﹤0.01% 762
2024
Q3 		$10.5K Sell
853
-446
-34% -$5.86K ﹤0.01% 780
2024
Q2 		$17.9K Buy
+1,299
New +$18.9K ﹤0.01% 624

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

LRI Investments's PEB Position: Q2 2026 in Review

LRI Investments sold out of Pebblebrook Hotel Trust (PEB) in Q2 2026, closing a stake of 696 shares — an estimated $8.79K sold.

LRI Investments first reported a position in PEB in Q2 2024 and held it in 8 quarters. The position peaked at $17.9K in Q2 2024. 292 funds tracked by Wall St. Rank hold PEB as of Q2 2026.

  • LRI Investments reported no remaining Pebblebrook Hotel Trust position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 696 Pebblebrook Hotel Trust shares in Q2 2026, an estimated $8.79K.
  • LRI Investments first reported a position in Pebblebrook Hotel Trust in Q2 2024 and held it in 8 quarters.
  • LRI Investments's Pebblebrook Hotel Trust position peaked at $17.9K in Q2 2024.
  • 292 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.