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Pebblebrook Hotel Trust

253 hedge funds and large institutions have $1.89B invested in Pebblebrook Hotel Trust in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 71 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,852% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $673K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

4% more funds holding

Funds holding: 244253 (+9)

3.05% less ownership

Funds ownership: 121.49%118.44% (-3%)

6% less capital invested

Capital invested by funds: $2.01B → $1.89B (-$124M)

33% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 106

Holders
253
Holders Change
+9
Holders Change %
+3.69%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
71
Reduced
106
Closed
27
Calls
$53.5M
Puts
$673K
Net Calls
+$52.8M
Net Calls Change
-$2.03M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
201
Salem Investment Counselors
North Carolina
$19.3K
Russell Investments Group
202
Russell Investments Group
United Kingdom
$18.9K +$5.49K +418 +41%
QCG
203
Quadrant Capital Group
Ohio
$17.5K -$31.7K -2,414 -65%
GWM
204
Geneos Wealth Management
Colorado
$17.4K
HCA
205
Harbor Capital Advisors
Illinois
$17K +$16.4K +1,252 New
GI
206
GAMMA Investing
California
$17K +$11.8K +900 +234%
CFM
207
Catalyst Funds Management
Australia
$15.9K -$7.88K -600 -33%
DB
208
Danske Bank
Denmark
$14.6K
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$13K +$5.43K +413 +73%
LI
210
LRI Investments
Florida
$10.5K -$5.86K -446 -34%
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
$9.53K +$8.51K +648 +900%
RA
212
Rise Advisors
New York
$9.41K +$13 +1 +0.1%
TSMHT
213
Thurston Springer Miller Herd & Titak
Indiana
$9.1K +$276 +21 +3%
TWD
214
True Wealth Design
Ohio
$8.15K +$13 +1 +0.2%
EC
215
Elequin Capital
New York
$6.91K +$6.86K +522 New
CTC
216
Central Trust Company
Missouri
$6.88K
PWMG
217
Private Wealth Management Group
New Jersey
$6.76K -$1.62K -123 -19%
SCM
218
Sterling Capital Management
North Carolina
$5.44K +$5.4K +411 New
CFGS
219
Concourse Financial Group Securities
Alabama
$4.95K -$1.76K -134 -26%
WSFS
220
Wilmington Savings Fund Society
Delaware
$4.84K +$4.81K +366 New
UB
221
UMB Bank
Missouri
$4.68K +$3.6K +274 +343%
VWM
222
Venturi Wealth Management
Texas
$4.33K +$4.3K +327 New
CMBA
223
C.M. Bidwell & Associates
Hawaii
$4.14K +$3.76K +286 +1,059%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.79K +136 +75%
LC
225
Lindbrook Capital
California
$3.4K -$5.9K -449 -64%

PEB Hedge Fund Activity: Q3 2024 in Review

253 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pebblebrook Hotel Trust (PEB) for Q3 2024, worth a combined $1.89B — down 6.2% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new PEB positions and 27 closed out — a net gain of 9 holders — while 71 added to existing stakes and 106 trimmed.

The largest buyer was GRS Advisors, opening a new position worth an estimated $52.3M. The largest seller was Principal Financial Group, cutting an estimated $66M.

  • 253 institutional investors held Pebblebrook Hotel Trust (PEB) as of Q3 2024, up from 244 in Q2 2024.
  • Funds reported $1.89B of Pebblebrook Hotel Trust stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 36 funds opened new Pebblebrook Hotel Trust positions in Q3 2024 and 27 closed out, a net change of +9 holders.
  • The largest Pebblebrook Hotel Trust buyer in Q3 2024 was GRS Advisors, an estimated $52.3M added.
  • The largest Pebblebrook Hotel Trust seller in Q3 2024 was Principal Financial Group, an estimated $66M sold.

Based on aggregated 13F filings for Q3 2024.