Sound Income Strategies’s Pebblebrook Hotel Trust PEB Stock Holding History

Sound Income Strategies’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 Q2	–	Sell	-415	Closed	-$5.25K	–	1835
2026 Q1	$5.25K	Hold	415	–	–	﹤0.01%	1800
2025 Q4	$5.1K	Buy	+415	New	+$4.57K	﹤0.01%	1794
2025 Q2	–	Sell	-95	Closed	-$962	–	1679
2025 Q1	$962	Hold	95	–	–	﹤0.01%	1351
2024 Q4	$1.29K	Hold	95	–	–	﹤0.01%	1245
2024 Q3	$1.26K	Hold	95	–	–	﹤0.01%	1213
2024 Q2	$1.31K	Hold	95	–	–	﹤0.01%	1167
2024 Q1	$1.46K	Hold	95	–	–	﹤0.01%	1122
2023 Q4	$1.52K	Hold	95	–	–	﹤0.01%	1110
2023 Q3	$1.29K	Hold	95	–	–	﹤0.01%	972
2023 Q2	$1.32K	Hold	95	–	–	﹤0.01%	935
2023 Q1	$1.33K	Hold	95	–	–	﹤0.01%	902
2022 Q4	$1.27K	Hold	95	–	–	﹤0.01%	828
2022 Q3	$1K	Hold	95	–	–	﹤0.01%	823
2022 Q2	$2K	Hold	95	–	–	﹤0.01%	740
2022 Q1	$2K	Hold	95	–	–	﹤0.01%	734
2021 Q4	$2K	Hold	95	–	–	﹤0.01%	725
2021 Q3	$2K	Hold	95	–	–	﹤0.01%	701
2021 Q2	$2K	Sell	95 -2	-2%	-$47	﹤0.01%	735
2021 Q1	$2.36K	Buy	97 +2	+2%	+$44	﹤0.01%	743
2020 Q4	$2K	Hold	95	–	–	﹤0.01%	729
2020 Q3	$1K	Hold	95	–	–	﹤0.01%	770
2020 Q2	$1K	Hold	95	–	–	﹤0.01%	727
2020 Q1	$1K	Buy	+95	New	+$1.93K	﹤0.01%	690
2019 Q1	–	Sell	-2	Closed	–	–	757
2018 Q4	$0	Buy	+2	New	+$66	﹤0.01%	759

Other funds holding PEB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.67B AUM 19.67% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sound Income Strategies's PEB Position: Q2 2026 in Review

Sound Income Strategies sold out of Pebblebrook Hotel Trust (PEB) in Q2 2026, closing a stake of 415 shares — an estimated $5.25K sold.

Sound Income Strategies first reported a position in PEB in Q4 2018 and held it in 24 quarters. The position peaked at $5.25K in Q1 2026. 163 funds tracked by Wall St. Rank hold PEB as of Q2 2026.

Sound Income Strategies reported no remaining Pebblebrook Hotel Trust position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 415 Pebblebrook Hotel Trust shares in Q2 2026, an estimated $5.25K.
Sound Income Strategies first reported a position in Pebblebrook Hotel Trust in Q4 2018 and held it in 24 quarters.
Sound Income Strategies's Pebblebrook Hotel Trust position peaked at $5.25K in Q1 2026.
163 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.