Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Pebblebrook Hotel Trust PEB Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-890
Closed -$10.1K – 2341
2025
Q3 		$10.1K Buy
+890
New +$9.59K ﹤0.01% 2007

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Fuller & Thaler Asset Management
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JP Morgan Chase
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EARNEST Partners
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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s PEB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pebblebrook Hotel Trust (PEB) in Q4 2025, closing a stake of 890 shares — an estimated $10.1K sold.

Wealthspire Advisors (New York) first reported a position in PEB in Q3 2025 and held it in 1 quarter. The position peaked at $10.1K in Q3 2025. 267 funds tracked by Wall St. Rank hold PEB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pebblebrook Hotel Trust position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 890 Pebblebrook Hotel Trust shares in Q4 2025, an estimated $10.1K.
  • Wealthspire Advisors (New York) first reported a position in Pebblebrook Hotel Trust in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Pebblebrook Hotel Trust position peaked at $10.1K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.