MassMutual Private Wealth & Trust’s Pebblebrook Hotel Trust PEB Stock Holding History

MassMutual Private Wealth & Trust’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	$30.5K	Hold	1,573	–	–	﹤0.01%	962
2026 Q1	$19.9K	Sell	1,573 -827	-34%	-$10.1K	﹤0.01%	1087
2025 Q4	$27.2K	Buy	2,400 +846	+54%	+$9.31K	﹤0.01%	999
2025 Q3	$17.7K	Buy	1,554 +22	+1%	+$237	﹤0.01%	1169
2025 Q2	$15.3K	Buy	1,532 +861	+128%	+$8K	﹤0.01%	1209
2025 Q1	$6.8K	Buy	671 +547	+441%	+$6.69K	﹤0.01%	1454
2024 Q4	$1.68K	Buy	+124	New	+$1.64K	﹤0.01%	1882
2024 Q3	–	Sell	-63	Closed	-$866	–	2234
2024 Q2	$866	Buy	63 +40	+174%	+$582	﹤0.01%	1849
2024 Q1	$354	Buy	+23	New	+$362	﹤0.01%	1919
2023 Q4	–	Sell	-165	Closed	-$2.24K	–	2055
2023 Q3	$2.24K	Buy	165 +62	+60%	+$889	﹤0.01%	1475
2023 Q2	$1.44K	Buy	+103	New	+$1.44K	﹤0.01%	1564
2023 Q1	–	Sell	-78	Closed	-$1K	–	1869
2022 Q4	$1K	Buy	+78	New	+$1.19K	﹤0.01%	1515
2019 Q1	–	Sell	-45	Closed	-$1.27K	–	949
2018 Q4	$1.27K	Buy	+45	New	+$1.49K	﹤0.01%	886

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

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

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

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return