BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Pebblebrook Hotel Trust PEB Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-537	Closed	-$10.4K	–	2284
2026 Q2	$10.4K	Buy	537 +102	+23%	+$1.57K	﹤0.01%	1521
2026 Q1	$5.49K	Sell	435 -146	-25%	-$1.79K	﹤0.01%	1813
2025 Q4	$6.58K	Buy	581 +6	+1%	+$66	﹤0.01%	1783
2025 Q3	$6.55K	Hold	575	–	–	﹤0.01%	1735
2025 Q2	$5.74K	Buy	575 +216	+60%	+$2.01K	﹤0.01%	1733
2025 Q1	$3.64K	Hold	359	–	–	﹤0.01%	1857
2024 Q4	$4.86K	Hold	359	–	–	﹤0.01%	1709
2024 Q3	$4.75K	Buy	+359	New	+$4.72K	﹤0.01%	1763

Other funds holding PEB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s PEB Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Pebblebrook Hotel Trust (PEB) in Q3 2026, closing a stake of 537 shares — an estimated $10.4K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in PEB in Q3 2024 and held it in 8 quarters. The position peaked at $10.4K in Q2 2026. 236 funds tracked by Wall St. Rank hold PEB as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Pebblebrook Hotel Trust position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 537 Pebblebrook Hotel Trust shares in Q3 2026, an estimated $10.4K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Pebblebrook Hotel Trust in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Pebblebrook Hotel Trust position peaked at $10.4K in Q2 2026.
236 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.