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Pebblebrook Hotel Trust
PEB

Overview Fund Activity

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
Holders
243
Holders Change
-9
Holders Change %
-3.57%
% of All Funds
3.89%
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

Top Buyers

1
BlackRock
BlackRock
New York
$314M
2
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$108M
3
PI
PGGM Investments
Netherlands
$51.3M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$26.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$301M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$39.9M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$94.7M
3
SAM
Silvercrest Asset Management
New York
$49.2M
4
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$0
5
CSS
Cubist Systematic Strategies
Connecticut
$806K
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
201
Parallel Advisors
California
$27K -$12.3K -879 -31%
HIA
202
Harbor Investment Advisory
Maryland
$26.6K – – –
QCG
203
Quadrant Capital Group
Ohio
$20.7K -$281 -20 -1%
GWM
204
Geneos Wealth Management
Colorado
$18.5K – – –
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$15K +$8.41K +617 +127%
JFGIW
206
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
CFGS
207
Concourse Financial Group Securities
Alabama
$12K -$8.61K -613 -42%
MIFH
208
Migdal Insurance & Financial Holdings
Israel
$12K -$1.04K -76 -8%
EWA
209
EverSource Wealth Advisors
Alabama
$11.5K +$11.5K +819 New
BAM
210
Belpointe Asset Management
Nevada
$11.3K +$11.3K +805 New
LC
211
Lindbrook Capital
California
$11K -$1.92K -137 -15%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$9.15K +$3.19K +227 +53%
EI
213
Ellevest Inc
New York
$9.08K +$365 +26 +4%
TWD
214
True Wealth Design
Ohio
$8.61K – – –
RCM
215
Rain Capital Management
Oregon
$7.65K +$7.65K +545 New
Bessemer Group
216
Bessemer Group
New Jersey
$7K +$7K +473 New
AWM
217
Avior Wealth Management
Nebraska
$4.98K +$4.98K +355 New
RCM
218
Raleigh Capital Management
North Carolina
$4.97K +$731 +52 +17%
TWA
219
TCI Wealth Advisors
Arizona
$4.83K -$2.65K -189 -35%
WT
220
Whittier Trust
California
$4.77K – – –
IA
221
IFP Advisors
Florida
$4K -$701 -17 -15%
MA
222
MCF Advisors
Kentucky
$3.6K – – –
PFBT
223
Parkside Financial Bank & Trust
Missouri
$3.2K +$3.2K +228 New
WTA
224
Washington Trust Advisors
Massachusetts
$3.13K – – –
EC
225
Elequin Capital
New York
$2.72K +$2.72K +194 New
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9
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