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Pebblebrook Hotel Trust
PEB

Overview Fund Activity

236 hedge funds and large institutions have $2.12B invested in Pebblebrook Hotel Trust in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
236
Holders Change
-7
Holders Change %
-2.88%
% of All Funds
3.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
121
Closed
29
Calls
$135K
Puts
$1.98M
Net Calls
-$1.84M
Net Calls Change
-$2.31M

Top Buyers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$125M
2
Principal Financial Group
Principal Financial Group
Iowa
$96.1M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$79.3M
4
Macquarie Group
Macquarie Group
Australia
$47.3M
5
Millennium Management
Millennium Management
New York
$3.83M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$6.05M
2
Vanguard Group
Vanguard Group
Pennsylvania
$282M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$76.8M
4
Renaissance Technologies
Renaissance Technologies
New York
$8.9M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
201
Global Retirement Partners
California
$33.6K -$613 -44 -2%
QCG
202
Quadrant Capital Group
Ohio
$28.4K +$7.89K +566 +38%
PA
203
Parallel Advisors
California
$26.5K -$321 -23 -1%
VCM
204
Versant Capital Management
Arizona
$25.9K -$2.06K -148 -7%
Russell Investments Group
205
Russell Investments Group
United Kingdom
$24.8K -$59.9K -4,298 -71%
GWM
206
Geneos Wealth Management
Colorado
$18.3K – – –
EWA
207
EverSource Wealth Advisors
Alabama
$15.4K +$3.97K +285 +35%
JFGIW
208
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13.9K – – –
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$13K -$2.34K -168 -15%
CFGS
210
Concourse Financial Group Securities
Alabama
$12.4K +$418 +30 +4%
SIC
211
Salem Investment Counselors
North Carolina
$11.3K +$11.3K +811 New
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$10.2K +$1.13K +81 +12%
LC
213
Lindbrook Capital
California
$9.26K -$1.63K -117 -15%
TWD
214
True Wealth Design
Ohio
$8.56K +$14 +1 +0.2%
Bessemer Group
215
Bessemer Group
New Jersey
$5K -$1.8K -125 -26%
WT
216
Whittier Trust
California
$4.74K – – –
PFBT
217
Parkside Financial Bank & Trust
Missouri
$3.63K +$446 +32 +14%
MA
218
MCF Advisors
Kentucky
$3.57K – – –
HNB
219
Huntington National Bank
Ohio
$3.19K +$1.67K +120 +110%
WTA
220
Washington Trust Advisors
Massachusetts
$3.11K – – –
CWC
221
Carolinas Wealth Consulting
North Carolina
$1.74K -$335 -24 -16%
PTC
222
Private Trust Company
Ohio
$1.67K – – –
MPWT
223
MassMutual Private Wealth & Trust
Connecticut
$1.44K +$1.44K +103 New
CAS
224
Coppell Advisory Solutions
Texas
$1.4K +$1.4K +100 New
IA
225
IFP Advisors
Florida
$1.32K -$28 -2 -2%
7 8
9
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