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Pebblebrook Hotel Trust

253 hedge funds and large institutions have $1.89B invested in Pebblebrook Hotel Trust in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,852% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $673K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

4% more funds holding

Funds holding: 244253 (+9)

3.05% less ownership

Funds ownership: 121.49%118.44% (-3%)

6% less capital invested

Capital invested by funds: $2.01B → $1.89B (-$124M)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
71
Reduced
106
Closed
27
Calls
$53.5M
Puts
$673K
Net Calls
+$52.8M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
MCF Advisors
Kentucky
$3.39K
AAP
227
Arax Advisory Partners
Colorado
$3.31K
WTA
228
Washington Trust Advisors
Massachusetts
$2.95K
SAM
229
Smartleaf Asset Management
Massachusetts
$2.75K -$5.03K -383 -65%
PFC
230
Phocas Financial Corp
California
$2.3K -$155K -11,824 -6%
HNB
231
Huntington National Bank
Ohio
$2.06K -$66 -5 -3%
MIFH
232
Migdal Insurance & Financial Holdings
Israel
$2K -$2.43K -185 -51%
S
233
Sachetta
Massachusetts
$1.68K
PTC
234
Private Trust Company
Ohio
$1.59K
CFB
235
Cullen/Frost Bankers
Texas
$1.48K
TC
236
Truvestments Capital
Florida
$1.27K +$1.26K +96 New
IA
237
IFP Advisors
Florida
$1.26K
SIS
238
Sound Income Strategies
Florida
$1.26K
FMII
239
Farmers & Merchants Investments Inc
Nebraska
$1.19K
RIL
240
Rothschild Investment LLC
Illinois
$1.13K +$854 +65 +325%
BAM
241
Bellevue Asset Management
Washington
$1.12K
CWC
242
Carolinas Wealth Consulting
North Carolina
$1.1K -$53 -4 -5%
Jones Financial Companies
243
Jones Financial Companies
Missouri
$949 +$920 +70 New
FFA
244
Farther Finance Advisors
California
$847 -$1.97K -150 -70%
CPA
245
Capital Performance Advisors
California
$767 +$762 +58 New
VCM
246
Versant Capital Management
Arizona
$714 -$1.25K -95 -64%
HWM
247
HighMark Wealth Management
Minnesota
$320
PFBT
248
Parkside Financial Bank & Trust
Missouri
$212 -$171 -13 -45%
AWM
249
Abound Wealth Management
Tennessee
$212 -$79 -6 -27%
LFG
250
Larson Financial Group
Missouri
$146

PEB Hedge Fund Activity: Q3 2024 in Review

253 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q3 2024, worth a combined $1.89B — down 6.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PEB positions and 27 closed out — a net gain of 9 holders — while 71 added to existing stakes and 106 trimmed.

The largest buyer was GRS Advisors, opening a new position worth an estimated $52.3M. The largest seller was Principal Financial Group, cutting an estimated $66M.

  • 253 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q3 2024, up from 244 in Q2 2024.
  • Funds reported $1.89B of Pebblebrook Hotel Trust stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 36 funds opened new Pebblebrook Hotel Trust positions in Q3 2024 and 27 closed out, a net change of +9 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q3 2024 was GRS Advisors, an estimated $52.3M added.
  • The largest Pebblebrook Hotel Trust seller in Q3 2024 was Principal Financial Group, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2024.