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Pebblebrook Hotel Trust

271 hedge funds and large institutions have $1.97B invested in Pebblebrook Hotel Trust in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,413% more call options, than puts

Call options by funds: $53.6M | Put options by funds: $714K

78% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 253271 (+18)

2.83% more ownership

Funds ownership: 118.44%121.27% (+2.8%)

4% more capital invested

Capital invested by funds: $1.89B → $1.97B (+$80.8M)

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 103

Holders
271
Holders Change
+18
Holders Change %
+7.11%
% of All Funds
3.57%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
81
Reduced
103
Closed
27
Calls
$53.6M
Puts
$714K
Net Calls
+$52.9M
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$10K +$5.38K +407 +128%
RA
227
Rise Advisors
New York
$9.64K +$13 +1 +0.1%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$9.47K -$277 -21 -3%
TWD
229
True Wealth Design
Ohio
$8.35K
A
230
AlphaQuest
New York
$7.42K -$682K -51,646 -99%
CTC
231
Central Trust Company
Missouri
$7.05K
MCM
232
MAI Capital Management
Ohio
$6.84K +$6.67K +505 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$6.41K -$6.68K -506 -52%
TSMHT
234
Thurston Springer Miller Herd & Titak
Indiana
$5.74K -$3.49K -264 -38%
EC
235
Elequin Capital
New York
$5.18K -$1.85K -140 -27%
WSFS
236
Wilmington Savings Fund Society
Delaware
$4.82K -$132 -10 -3%
UB
237
UMB Bank
Missouri
$4.63K -$159 -12 -3%
CMBA
238
C.M. Bidwell & Associates
Hawaii
$4.24K
HNB
239
Huntington National Bank
Ohio
$3.81K +$1.65K +125 +80%
PWMG
240
Private Wealth Management Group
New Jersey
$3.79K -$3.05K -231 -45%
MA
241
MCF Advisors
Kentucky
$3.47K
AAP
242
Arax Advisory Partners
Colorado
$3.39K
CFGS
243
Concourse Financial Group Securities
Alabama
$3.32K -$1.81K -137 -37%
WTA
244
Washington Trust Advisors
Massachusetts
$3.02K
SAM
245
Smartleaf Asset Management
Massachusetts
$2.94K +$198 +15 +7%
RIL
246
Rothschild Investment LLC
Illinois
$2.03K +$859 +65 +76%
LC
247
Lindbrook Capital
California
$1.92K -$1.52K -115 -45%
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$1.68K +$1.64K +124 New
PTC
249
Private Trust Company
Ohio
$1.63K
VCM
250
Versant Capital Management
Arizona
$1.57K +$819 +62 +115%

PEB Hedge Fund Activity: Q4 2024 in Review

271 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q4 2024, worth a combined $1.97B — up 4.3% from $1.89B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new PEB positions and 27 closed out — a net gain of 21 holders — while 81 added to existing stakes and 103 trimmed.

The largest buyer was Centersquare Investment Management, adding an estimated $23.9M. The largest seller was Invesco, cutting an estimated $49.1M.

  • 271 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q4 2024, up from 253 in Q3 2024.
  • Funds reported $1.97B of Pebblebrook Hotel Trust stock for Q4 2024, up 4.3% quarter-over-quarter.
  • 48 funds opened new Pebblebrook Hotel Trust positions in Q4 2024 and 27 closed out, a net change of +21 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q4 2024 was Centersquare Investment Management, an estimated $23.9M added.
  • The largest Pebblebrook Hotel Trust seller in Q4 2024 was Invesco, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2024.