True Wealth Design’s Pebblebrook Hotel Trust PEB Stock Holding History

True Wealth Design’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	$21.2K	Sell	1,094 -57	-5%	-$879	0.01%	785
2026 Q1	$14.5K	Buy	1,151 +1	+0.1%	+$12	﹤0.01%	841
2025 Q4	$13K	Buy	1,150 +12	+1%	+$132	﹤0.01%	759
2025 Q3	$13K	Buy	1,138 +22	+2%	+$237	﹤0.01%	749
2025 Q2	$11.2K	Buy	1,116 +481	+76%	+$4.47K	﹤0.01%	538
2025 Q1	$6.44K	Buy	635 +19	+3%	+$232	﹤0.01%	605
2024 Q4	$8.35K	Hold	616	–	–	﹤0.01%	444
2024 Q3	$8.15K	Buy	616 +1	+0.2%	+$13	﹤0.01%	456
2024 Q2	$8.46K	Hold	615	–	–	﹤0.01%	248
2024 Q1	$9.48K	Hold	615	–	–	﹤0.01%	248
2023 Q4	$9.82K	Buy	615 +1	+0.2%	+$13	﹤0.01%	232
2023 Q3	$8.35K	Hold	614	–	–	﹤0.01%	213
2023 Q2	$8.56K	Buy	614 +1	+0.2%	+$14	﹤0.01%	219
2023 Q1	$8.61K	Hold	613	–	–	﹤0.01%	247
2022 Q4	$8.21K	Buy	+613	New	+$9.37K	﹤0.01%	228

Other funds holding PEB

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return