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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
BlackRock
1
BlackRock
New York
$314M -$488K -36,919 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$252M -$2.88M -217,681 -1%
State Street
3
State Street
Massachusetts
$98.1M +$1.15M +87,089 +1%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$91M +$6.95M +525,991 +9%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$88.7M -$858K -64,949 -1%
EARNEST Partners
6
EARNEST Partners
Georgia
$66.9M +$178K +13,479 +0.3%
Goldman Sachs
7
Goldman Sachs
New York
$58.8M +$22.7M +1,718,550 +65%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$56.5M +$16.6M +1,260,077 +43%
Bank of America
9
Bank of America
North Carolina
$45.8M -$6.19M -468,334 -12%
GA
10
GRS Advisors
Illinois
$43.4M -$10.3M -778,415 -20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$40.7M -$510K -38,582 -1%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$40.1M +$6.36M +481,076 +19%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$38.8M +$5.81M +439,854 +18%
Charles Schwab
14
Charles Schwab
California
$33.9M +$1.14M +86,592 +4%
Barclays
15
Barclays
United Kingdom
$33.6M +$4.91M +371,633 +18%
N
16
Nuveen
North Carolina
$31.8M +$14M +1,058,664 +82%
William Blair Investment Management
17
William Blair Investment Management
Illinois
$29.3M +$650K +49,183 +2%
Legal & General Group
18
Legal & General Group
United Kingdom
$27.4M -$228K -17,272 -0.8%
CIM
19
Centersquare Investment Management
Pennsylvania
$25.5M +$23.9M +1,805,597 +2,449%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$21.9M -$748K -56,619 -3%
Northern Trust
21
Northern Trust
Illinois
$21.5M +$4.51M +341,630 +28%
Morgan Stanley
22
Morgan Stanley
New York
$20.8M -$5.52M -417,544 -21%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$20.4M -$7.62M -576,421 -28%
Millennium Management
24
Millennium Management
New York
$20.2M -$3.01M -227,902 -13%
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$19M +$8.37M +633,881 +83%

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.