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

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