True Wealth Design
PEB icon

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
Q3 		$8.91K Sell
475
-619
-57% -$11.4K ﹤0.01% 1127
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 		$9.8K 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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

True Wealth Design's PEB Position: Q3 2026 in Review

True Wealth Design reduced its Pebblebrook Hotel Trust (PEB) stake by 57% in Q3 2026, selling an estimated $11.4K and leaving 475 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1127.

True Wealth Design first reported a position in PEB in Q4 2022 and has held it in 16 quarters since. The position peaked at $21.2K in Q2 2026. 45 funds tracked by Wall St. Rank hold PEB as of Q3 2026.

  • True Wealth Design held 475 shares of Pebblebrook Hotel Trust worth $8.91K as of Q3 2026.
  • True Wealth Design sold 619 Pebblebrook Hotel Trust shares in Q3 2026, an estimated $11.4K.
  • Pebblebrook Hotel Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1127 holding.
  • True Wealth Design first reported a position in Pebblebrook Hotel Trust in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Pebblebrook Hotel Trust position peaked at $21.2K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.