PWPS
PEB icon

Pinnacle Wealth Planning Services’s Pebblebrook Hotel Trust PEB Stock Holding History

Pinnacle Wealth Planning Services’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 		$57.7K Buy
4,572
+47
+1% +$576 0.01% 1117
2025
Q4 		$51.2K Buy
+4,525
New +$49.8K 0.01% 1181
2021
Q1 		– Sell
-2,578
Closed -$48K – 1493
2020
Q4 		$48K Buy
+2,578
New +$41.7K 0.01% 818

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

Pinnacle Wealth Planning Services's PEB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Pebblebrook Hotel Trust (PEB) stake by 1% in Q1 2026, buying an estimated $576 and bringing the position to 4,572 shares worth $57.7K. The position accounts for 0.01% of the portfolio, ranked #1117.

Pinnacle Wealth Planning Services first reported a position in PEB in Q4 2020 and has held it in 3 quarters since. 260 funds tracked by Wall St. Rank hold PEB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 4,572 shares of Pebblebrook Hotel Trust worth $57.7K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 47 Pebblebrook Hotel Trust shares in Q1 2026, an estimated $576.
  • Pebblebrook Hotel Trust made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1117 holding.
  • Pinnacle Wealth Planning Services first reported a position in Pebblebrook Hotel Trust in Q4 2020 and has held it in 3 quarters since.
  • 260 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.