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Optimize Financial’s Pebblebrook Hotel Trust PEB Stock Holding History

Optimize Financial’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
Q1 		– Sell
-15,693
Closed -$178K – 416
2025
Q4 		$178K Buy
15,693
+224
+1% +$2.47K 0.09% 318
2025
Q3 		$176K Buy
+15,469
New +$167K 0.09% 318
2025
Q1 		– Sell
-11,647
Closed -$158K – 270
2024
Q4 		$158K Buy
+11,647
New +$154K 0.12% 220

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Optimize Financial's PEB Position: Q1 2026 in Review

Optimize Financial sold out of Pebblebrook Hotel Trust (PEB) in Q1 2026, closing a stake of 15,693 shares — an estimated $178K sold.

Optimize Financial first reported a position in PEB in Q4 2024 and held it in 3 quarters. The position peaked at $178K in Q4 2025. 260 funds tracked by Wall St. Rank hold PEB as of Q1 2026.

  • Optimize Financial reported no remaining Pebblebrook Hotel Trust position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 15,693 Pebblebrook Hotel Trust shares in Q1 2026, an estimated $178K.
  • Optimize Financial first reported a position in Pebblebrook Hotel Trust in Q4 2024 and held it in 3 quarters.
  • Optimize Financial's Pebblebrook Hotel Trust position peaked at $178K in Q4 2025.
  • 260 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.