Root Financial Partners’s Pebblebrook Hotel Trust PEB Stock Holding History

Root Financial 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 Q3	$2.48K	Buy	+132	New	+$2.44K	﹤0.01%	2544

Other funds holding PEB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Root Financial Partners's PEB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pebblebrook Hotel Trust (PEB) in Q3 2026: 132 shares worth $2.48K. The stake represents ﹤0.01% of the portfolio and ranks #2544 among its holdings.

236 funds tracked by Wall St. Rank hold PEB as of Q3 2026.

Root Financial Partners held 132 shares of Pebblebrook Hotel Trust worth $2.48K as of Q3 2026.
Pebblebrook Hotel Trust was a new Root Financial Partners position in Q3 2026.
Pebblebrook Hotel Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2544 holding.
236 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.