Perfromance Wealth Partners’s Pebblebrook Hotel Trust PEB Stock Holding History

Perfromance Wealth Partners’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	$770K	Buy	60,979 +10,223	+20%	+$125K	0.02%	95
2025 Q4	$575K	Hold	50,756	–	–	0.02%	115
2025 Q3	$578K	Hold	50,756	–	–	0.02%	105
2025 Q2	$507K	Hold	50,756	–	–	0.02%	106
2025 Q1	$514K	Buy	50,756 +7,674	+18%	+$93.9K	0.02%	90
2024 Q4	$584K	Hold	43,082	–	–	0.02%	90
2024 Q3	$570K	Hold	43,082	–	–	0.02%	96
2024 Q2	$592K	Hold	43,082	–	–	0.02%	78
2024 Q1	$664K	Buy	43,082 +6,694	+18%	+$105K	0.03%	80
2023 Q4	$581K	Hold	36,388	–	–	0.03%	93
2023 Q3	$495K	Hold	36,388	–	–	0.02%	108
2023 Q2	$514K	Hold	36,388	–	–	0.02%	113
2023 Q1	$511K	Buy	36,388 +8,373	+30%	+$122K	0.03%	107
2022 Q4	$375K	Hold	28,015	–	–	0.02%	117
2022 Q3	$406K	Hold	28,015	–	–	0.02%	111
2022 Q2	$464K	Hold	28,015	–	–	0.03%	104
2022 Q1	$686K	Buy	28,015 +3,559	+15%	+$81.7K	0.03%	96
2021 Q4	$547K	Buy	+24,456	New	+$551K	0.02%	113

Other funds holding PEB

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Perfromance Wealth Partners's PEB Position: Q1 2026 in Review

Perfromance Wealth Partners increased its Pebblebrook Hotel Trust (PEB) stake by 20% in Q1 2026, buying an estimated $125K and bringing the position to 60,979 shares worth $770K. The position accounts for 0.02% of the portfolio, ranked #95.

Perfromance Wealth Partners first reported a position in PEB in Q4 2021 and has held it in 18 quarters since. 260 funds tracked by Wall St. Rank hold PEB as of Q1 2026.

Perfromance Wealth Partners held 60,979 shares of Pebblebrook Hotel Trust worth $770K as of Q1 2026.
Perfromance Wealth Partners bought 10,223 Pebblebrook Hotel Trust shares in Q1 2026, an estimated $125K.
Pebblebrook Hotel Trust made up 0.02% of Perfromance Wealth Partners's portfolio in Q1 2026, its #95 holding.
Perfromance Wealth Partners first reported a position in Pebblebrook Hotel Trust in Q4 2021 and has held it in 18 quarters since.
260 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.