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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

True Wealth Design's PEB Position: Q2 2026 in Review

True Wealth Design reduced its Pebblebrook Hotel Trust (PEB) stake by 5% in Q2 2026, selling an estimated $879 and leaving 1,094 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #785.

True Wealth Design first reported a position in PEB in Q4 2022 and has held it in 15 quarters since. 293 funds tracked by Wall St. Rank hold PEB as of Q2 2026.

True Wealth Design held 1,094 shares of Pebblebrook Hotel Trust worth $21.2K as of Q2 2026.
True Wealth Design sold 57 Pebblebrook Hotel Trust shares in Q2 2026, an estimated $879.
Pebblebrook Hotel Trust made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #785 holding.
True Wealth Design first reported a position in Pebblebrook Hotel Trust in Q4 2022 and has held it in 15 quarters since.
293 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.