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Private Wealth Management Group’s Pebblebrook Hotel Trust PEB Stock Holding History

Private Wealth Management Group’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
2025
Q1 		– Sell
-280
Closed -$3.79K – 1562
2024
Q4 		$3.79K Sell
280
-231
-45% -$3.05K ﹤0.01% 854
2024
Q3 		$6.76K Sell
511
-123
-19% -$1.62K ﹤0.01% 601
2024
Q2 		$8.72K Sell
634
-102
-14% -$1.48K ﹤0.01% 484
2024
Q1 		$11.3K Hold
736
– – 0.01% 378
2023
Q4 		$11.8K Buy
+736
New +$9.79K 0.01% 378

Other funds holding PEB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's PEB Position: Q1 2025 in Review

Private Wealth Management Group sold out of Pebblebrook Hotel Trust (PEB) in Q1 2025, closing a stake of 280 shares — an estimated $3.79K sold.

Private Wealth Management Group first reported a position in PEB in Q4 2023 and held it in 5 quarters. The position peaked at $11.8K in Q4 2023. 262 funds tracked by Wall St. Rank hold PEB as of Q1 2025.

  • Private Wealth Management Group reported no remaining Pebblebrook Hotel Trust position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 280 Pebblebrook Hotel Trust shares in Q1 2025, an estimated $3.79K.
  • Private Wealth Management Group first reported a position in Pebblebrook Hotel Trust in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Pebblebrook Hotel Trust position peaked at $11.8K in Q4 2023.
  • 262 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.