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Pebblebrook Hotel Trust

243 hedge funds and large institutions have $2.27B invested in Pebblebrook Hotel Trust in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 65 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $790K | Put options by funds: $329K

72% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 65

17% more capital invested

Capital invested by funds: $1.95B → $2.27B (+$323M)

16.48% more ownership

Funds ownership: 111.98%128.46% (+16%)

4% less funds holding

Funds holding: 252243 (-9)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
112
Reduced
65
Closed
41
Calls
$790K
Puts
$329K
Net Calls
+$461K
Net Calls Change
+$443K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Parallel Advisors
California
$27K -$12.8K -879 -31%
HIA
202
Harbor Investment Advisory
Maryland
$26.6K
QCG
203
Quadrant Capital Group
Ohio
$20.7K -$292 -20 -1%
GWM
204
Geneos Wealth Management
Colorado
$18.5K
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$15K +$9K +617 +127%
JFGIW
206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K
CFGS
207
Concourse Financial Group Securities
Alabama
$12K -$8.95K -613 -42%
MIFH
208
Migdal Insurance & Financial Holdings
Israel
$12K -$1.11K -76 -8%
EWA
209
EverSource Wealth Advisors
Alabama
$11.5K +$12K +819 New
BAM
210
Belpointe Asset Management
Nevada
$11.3K +$11.7K +805 New
LC
211
Lindbrook Capital
California
$11K -$2K -137 -15%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$9.15K +$3.31K +227 +53%
EI
213
Ellevest Inc
New York
$9.08K +$379 +26 +4%
TWD
214
True Wealth Design
Ohio
$8.61K
RCM
215
Rain Capital Management
Oregon
$7.65K +$7.95K +545 New
Bessemer Group
216
Bessemer Group
New Jersey
$7K +$6.9K +473 New
AWM
217
Avior Wealth Management
Nebraska
$4.98K +$5.18K +355 New
RCM
218
Raleigh Capital Management
North Carolina
$4.97K +$759 +52 +17%
TWA
219
TCI Wealth Advisors
Arizona
$4.83K -$2.76K -189 -35%
WT
220
Whittier Trust
California
$4.77K
IA
221
IFP Advisors
Florida
$4K -$248 -17 -15%
MA
222
MCF Advisors
Kentucky
$3.6K
PFBT
223
Parkside Financial Bank & Trust
Missouri
$3.2K +$3.33K +228 New
WTA
224
Washington Trust Advisors
Massachusetts
$3.13K
EC
225
Elequin Capital
New York
$2.72K +$2.83K +194 New

PEB Hedge Fund Activity: Q1 2023 in Review

243 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q1 2023, worth a combined $2.27B — up 17% from $1.95B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of PEB and 34 opened new positions — a net loss of 7 holders — while 65 trimmed existing stakes and 112 added.

The largest buyer was BlackRock, adding an estimated $51.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $23.1M.

  • 243 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q1 2023, down from 252 in Q4 2022.
  • Funds reported $2.27B of Pebblebrook Hotel Trust stock for Q1 2023, up 17% quarter-over-quarter.
  • 34 funds opened new Pebblebrook Hotel Trust positions in Q1 2023 and 41 closed out, a net change of -7 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q1 2023 was BlackRock, an estimated $51.4M added.
  • The largest Pebblebrook Hotel Trust seller in Q1 2023 was T. Rowe Price Associates, an estimated $23.1M sold.

Based on aggregated 13F filings for Q1 2023.