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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
Franklin Resources
26
Franklin Resources
California
$14.8M -$3.2M -242,237 -18%
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$14.5M +$1.55M +116,950 +12%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$14.2M -$310K -23,440 -2%
Wellington Management Group
29
Wellington Management Group
Massachusetts
$14.1M -$1.06M -80,468 -7%
CIMLRA
30
CBRE Investment Management Listed Real Assets
Pennsylvania
$13.8M +$13.4M +1,017,568 New
LIP
31
Landmark Investment Partners
Florida
$13.1M +$12.7M +964,976 New
UBS Group
32
UBS Group
Switzerland
$12.2M +$1.26M +95,562 +12%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$11.3M -$10.2M -774,729 -48%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$10.8M -$37.1K -2,805 -0.3%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$10.2M +$4.68M +354,116 +90%
Verition Fund Management
36
Verition Fund Management
Connecticut
$9.77M +$6.68M +505,911 +235%
Invesco
37
Invesco
Georgia
$9.23M -$49.1M -3,719,347 -85%
Deutsche Bank
38
Deutsche Bank
Germany
$9.14M -$328K -24,811 -4%
JFG
39
Jefferies Financial Group
New York
$8.99M +$8.77M +663,684 New
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$8.71M +$8.19M +619,803 +2,662%
Wells Fargo
41
Wells Fargo
California
$8.71M -$310K -23,475 -4%
Ameriprise
42
Ameriprise
Minnesota
$8.53M +$455K +34,458 +6%
UBS AM
43
UBS AM
Illinois
$8.28M -$1.1M -83,582 -12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$8.06M -$149K -11,298 -2%
Principal Financial Group
45
Principal Financial Group
Iowa
$7.87M -$12.1M -917,330 -61%
Fisher Asset Management
46
Fisher Asset Management
Washington
$7.76M +$418K +31,677 +6%
Raymond James Financial
47
Raymond James Financial
Florida
$7.71M +$7.52M +569,239 New
BFM
48
Boothbay Fund Management
New York
$7.64M -$810K -61,277 -10%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$7.28M -$150K -11,334 -2%
Two Sigma Investments
50
Two Sigma Investments
New York
$6.38M +$3.26M +246,430 +110%

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.