PEBBLEBROOK HOTEL TR (PEB)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 142,944,728 shares against 112,842,716 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $386.4M | 19,908,675 | 0.01% | 8q | -2.2%-$8.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $219.2M | 11,291,661 | 0.01% | 2q | HELD |
| UBS Group AG | $196.2M incl. $146.5M options CALL | 2,560,022 | 0.02% | 31q | -3.4%-$6.9M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $166.6M | 8,581,279 | 0.02% | 31q | +48.6%+$54.5M |
| STATE STREET CORP | $125.3M | 6,453,363 | 0.00% | 31q | -0.9%-$1.1M |
| T. Rowe Price Investment Management, Inc. | $105.8M | 5,451,790 | 0.07% | 16q | -9.9%-$11.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $95.6M | 4,927,685 | 0.00% | 2q | -2.1%-$2.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $91.3M | 4,702,303 | 0.04% | 11q | +118.2%+$49.5M |
| EARNEST PARTNERS LLC | $88.1M | 4,538,986 | 0.32% | 31q | -2.4%-$2.2M |
| BANK OF AMERICA CORP /DE/ | $71.3M | 3,675,818 | 0.00% | 31q | +10.3%+$6.7M |
| GEODE CAPITAL MANAGEMENT, LLC | $69.4M | 3,575,773 | 0.00% | 31q | +16.7%+$10.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $61.7M | 3,176,346 | 0.01% | 31q | +9.3%+$5.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $60.1M | 3,095,680 | 0.01% | 31q | -11.2%-$7.6M |
| D. E. Shaw & Co., Inc. | $53.0M | 2,728,760 | 0.03% | 31q | +218.5%+$36.3M |
| JPMORGAN CHASE & CO | $51.8M | 2,671,412 | 0.00% | 31q | -51.7%-$55.4M |
| TWO SIGMA INVESTMENTS, LP | $50.1M | 2,581,564 | 0.04% | 11q | +4.4%+$2.1M |
| Alyeska Investment Group, L.P. | $47.6M | 2,451,933 | 0.12% | 12q | -59.8%-$70.8M |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | $42.5M | 2,189,151 | 0.40% | 2q | -31.3%-$19.4M |
| Legal & General Group Plc | $36.9M | 1,901,350 | 0.01% | 31q | -7.3%-$2.9M |
| MORGAN STANLEY | $35.5M | 1,830,351 | 0.00% | 35q | +26.8%+$7.5M |
| GOLDMAN SACHS GROUP INC | $35.0M | 1,803,249 | 0.00% | 31q | +58.3%+$12.9M |
| AEW CAPITAL MANAGEMENT L P | $33.5M | 1,725,789 | 2.00% | 2q | +8.0%+$2.5M |
| MILLENNIUM MANAGEMENT LLC | $33.2M incl. $417.3K options PUT | 1,689,674 | 0.01% | 18q | -32.6%-$16.0M |
| DIMENSIONAL FUND ADVISORS LP | $30.8M | 1,586,590 | 0.01% | 31q | +17.8%+$4.6M |
| NORTHERN TRUST CORP | $30.1M | 1,551,370 | 0.00% | 31q | +4.5%+$1.3M |
| FRANKLIN RESOURCES INC | $27.2M | 1,399,291 | 0.01% | 23q | -5.5%-$1.6M |
| Allianz Asset Management GmbH | $26.7M | 1,377,726 | 0.02% | 6q | +18.7%+$4.2M |
| JUPITER ASSET MANAGEMENT LTD | $26.6M | 1,372,368 | 0.13% | new | NEW |
| Nuveen, LLC | $22.2M | 1,145,594 | 0.01% | 6q | +183.3%+$14.4M |
| CITADEL ADVISORS LLC | $21.2M incl. $1.1M options CALL+PUT | 1,032,301 | 0.00% | 31q | +245.0%+$15.0M |
| Invesco Ltd. | $19.2M | 989,601 | 0.00% | 31q | +30.0%+$4.4M |
| Bank of New York Mellon Corp | $18.7M | 964,926 | 0.00% | 31q | +2.7%+$499.8K |
| TORONTO DOMINION BANK | $18.7M | 962,936 | 0.02% | 4q | -2.2%-$424.2K |
| SEI INVESTMENTS CO | $18.3M | 941,221 | 0.02% | 31q | -3.6%-$690.3K |
| Woodline Partners LP | $18.1M | 931,393 | 0.06% | new | NEW |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $15.5M | 798,477 | 0.05% | 27q | -16.2%-$3.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $15.3M | 788,621 | 0.00% | 3q | +5.5%+$800.6K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $15.1M | 782,205 | 0.01% | 4q | -32.5%-$7.3M |
| NEW YORK STATE COMMON RETIREMENT FUND | $14.8M | 764,916 | 0.02% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $14.5M | 744,910 | 0.00% | 2q | +1.9%+$270.3K |
| WELLS FARGO & COMPANY/MN | $13.8M | 712,298 | 0.00% | 31q | +7.1%+$919.1K |
| ROYAL BANK OF CANADA | $13.7M incl. $1.7M options CALL | 622,047 | 0.00% | 31q | +10.5%+$1.3M |
| BANK OF MONTREAL /CAN/ | $13.7M | 703,337 | 0.00% | 31q | HELD |
| MARSHALL WACE, LLP | $12.3M | 633,671 | 0.01% | new | NEW |
| BAMCO INC /NY/ | $12.1M | 624,157 | 0.02% | 2q | -10.7%-$1.5M |
| ENVESTNET ASSET MANAGEMENT INC | $11.5M | 590,825 | 0.00% | 31q | +1.2%+$132.0K |
| AQR CAPITAL MANAGEMENT LLC | $11.1M | 571,788 | 0.00% | 8q | +7.4%+$765.6K |
| NOMURA HOLDINGS INC | $10.8M | 554,354 | 0.01% | 4q | -31.2%-$4.9M |
| PRINCIPAL FINANCIAL GROUP INC | $10.6M | 547,915 | 0.01% | 31q | -0.7%-$80.1K |
| Fisher Asset Management, LLC | $10.3M | 529,861 | 0.00% | 15q | -4.7%-$511.3K |
| Amundi | $9.6M | 495,647 | 0.00% | 21q | +484.2%+$8.0M |
| DONALD SMITH & CO., INC. | $9.2M | 476,163 | 0.16% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $8.6M | 443,369 | 0.00% | 31q | +8.9%+$705.0K |
| Verition Fund Management LLC | $8.2M | 421,626 | 0.04% | new | NEW |
| Public Sector Pension Investment Board | $7.6M | 389,789 | 0.02% | 14q | -4.1%-$322.2K |
| Russell Investments Group, Ltd. | $7.0M | 359,937 | 0.01% | 31q | +52.4%+$2.4M |
| NORDEA INVESTMENT MANAGEMENT AB | $6.7M | 345,970 | 0.01% | 16q | +0.9%+$57.2K |
| RHUMBLINE ADVISERS | $6.1M | 314,370 | 0.00% | 31q | -13.5%-$955.0K |
| FIRST TRUST ADVISORS LP | $5.9M | 303,834 | 0.00% | 31q | +26.4%+$1.2M |
| CAPITAL FUND MANAGEMENT S.A. | $5.8M | 298,607 | 0.03% | 6q | +46.7%+$1.8M |
| AMERIPRISE FINANCIAL INC | $5.7M | 302,098 | 0.00% | 31q | -64.9%-$10.6M |
| CANADA LIFE ASSURANCE Co | $5.4M | 276,155 | 0.01% | 31q | -1.5%-$81.5K |
| INTECH INVESTMENT MANAGEMENT LLC | $5.3M | 274,109 | 0.05% | 8q | +136.3%+$3.1M |
| RAYMOND JAMES FINANCIAL INC | $5.2M | 267,128 | 0.00% | 7q | -10.2%-$588.1K |
| Context Capital Management, LLC | $5.0M | 256,700 | 0.10% | new | NEW |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | $4.9M | 252,082 | 1.20% | 6q | -57.4%-$6.6M |
| State of New Jersey Common Pension Fund D | $4.8M | 245,116 | 0.02% | 31q | -25.1%-$1.6M |
| ZACKS INVESTMENT MANAGEMENT | $4.7M | 243,095 | 0.03% | new | NEW |
| HSBC HOLDINGS PLC | $4.7M | 240,833 | 0.00% | 31q | +16.7%+$668.1K |
| ExodusPoint Capital Management, LP | $4.5M | 230,959 | 0.03% | new | NEW |
| Swiss National Bank | $4.4M | 227,612 | 0.00% | 31q | +1.3%+$56.3K |
| MARTINGALE ASSET MANAGEMENT L P | $4.2M | 215,420 | 0.10% | 10q | +72.1%+$1.8M |
| ACADIAN ASSET MANAGEMENT LLC | $4.0M | 208,338 | 0.00% | 2q | +163.3%+$2.5M |
| TRUIST FINANCIAL CORP | $4.0M | 206,180 | 0.00% | new | NEW |
| Hudson Bay Capital Management LP | $3.8M | 197,100 | 0.01% | 3q | -45.1%-$3.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $3.7M | 190,852 | 0.00% | 6q | -0.8%-$29.6K |
| NOMURA ASSET MANAGEMENT CO LTD | $3.6M | 185,010 | 0.01% | 31q | +1.7%+$60.4K |
| GW&K Investment Management, LLC | $3.4M | 176,292 | 0.03% | new | NEW |
| DEUTSCHE BANK AG\ | $3.4M | 176,278 | 0.00% | 34q | +6.1%+$196.7K |
| CITIGROUP INC | $3.3M | 169,432 | 0.00% | 31q | +19.4%+$534.6K |
| Holocene Advisors, LP | $3.1M | 162,229 | 0.01% | new | NEW |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $3.1M | 159,145 | 0.01% | 31q | -2.9%-$91.1K |
| Quantinno Capital Management LP | $3.0M | 155,388 | 0.00% | 5q | +30.8%+$710.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | $3.0M | 154,301 | 0.01% | 12q | +1275.4%+$2.8M |
| Asset Management One Co., Ltd. | $2.9M | 150,065 | 0.01% | 31q | -1.4%-$41.4K |
| WINTON GROUP Ltd | $2.9M | 147,800 | 0.09% | new | NEW |
| Quantbot Technologies LP | $2.8M | 143,447 | 0.11% | 4q | +679.6%+$2.4M |
| PRUDENTIAL FINANCIAL INC | $2.7M | 138,008 | 0.00% | 34q | +17.0%+$389.8K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $2.5M | 130,215 | 0.01% | 31q | -1.6%-$40.1K |
| Boston Partners | $2.5M | 127,731 | 0.00% | 8q | +23.3%+$468.9K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $2.5M | 127,335 | 0.00% | 31q | -14.7%-$425.7K |
| OPPENHEIMER ASSET MANAGEMENT INC. | $2.4M | 125,439 | 0.03% | 31q | -1.1%-$26.5K |
| STIFEL FINANCIAL CORP | $2.4M | 125,284 | 0.00% | 25q | +108.6%+$1.3M |
| Sumitomo Mitsui Trust Group, Inc. | $2.4M | 125,112 | 0.00% | 31q | +0.7%+$16.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $2.3M | 117,652 | 0.00% | 31q | +21.2%+$399.1K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $2.1M | 109,553 | 0.01% | 31q | +39.2%+$598.3K |
| LAZARD ASSET MANAGEMENT LLC | $2.1M | 109,186 | 0.00% | 9q | +47.9%+$686.5K |
| Vanguard Investments Australia, Ltd. | $2.0M | 100,518 | 0.00% | 2q | HELD |
| LMR Partners LLP | $1.9M | 100,000 | 0.01% | 7q | HELD |
| Lighthouse Investment Partners, LLC | $1.9M | 100,000 | 0.05% | 4q | -45.9%-$1.6M |
Showing the largest 100 of 295 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-01 | 2026-10-01 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Fisher Thomas Charles | Co-President, C Investmt Ofcr | Sold | 40,000 | $770.1K |
| 2026-06-12 | BORTZ JON E | Chairman and CEO | Bought | 20,000 | $363.6K |
| 2026-06-11 | BORTZ JON E | Chairman and CEO | Bought | 20,000 | $354.6K |
| 2026-06-10 | BORTZ JON E | Chairman and CEO | Bought | 20,000 | $344.6K |
| 2026-06-09 | BORTZ JON E | Chairman and CEO | Bought | 20,000 | $341.8K |
| 2026-06-08 | BORTZ JON E | Chairman and CEO | Bought | 20,000 | $336.8K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 62 | $28.9M | 1,542,534 | 12 | 19 | 15 | 0.0% |
| Q2 2026 | 295 | $2.9B | 142,944,728 | 53 | 88 | 88 | 5.2% |
| Q1 2026 | 262 | $1.9B | 144,263,762 | 21 | 80 | 101 | 5.1% |
| Q4 2025 | 268 | $1.8B | 152,837,578 | 32 | 90 | 87 | 4.9% |
| Q3 2025 | 258 | $1.9B | 150,480,379 | 36 | 84 | 92 | 7.2% |
| Q2 2025 | 251 | $1.4B | 137,604,551 | 33 | 99 | 71 | 2.8% |
| Q1 2025 | 261 | $1.5B | 140,936,180 | 29 | 95 | 86 | 3.1% |
| Q4 2024 | 272 | $2.0B | 145,150,798 | 40 | 77 | 97 | 2.7% |
| Q3 2024 | 254 | $2.0B | 143,322,770 | 36 | 67 | 101 | 2.8% |
| Q2 2024 | 244 | $2.1B | 147,080,485 | 33 | 74 | 85 | 2.6% |
| Q1 2024 | 241 | $2.4B | 154,181,615 | 29 | 52 | 92 | 2.6% |
| Q4 2023 | 237 | $2.4B | 150,164,020 | 22 | 67 | 86 | 0.2% |
| Q3 2023 | 229 | $2.0B | 150,595,228 | 19 | 55 | 104 | 0.0% |
| Q2 2023 | 238 | $2.1B | 152,336,453 | 23 | 61 | 117 | 0.1% |
| Q1 2023 | 242 | $2.3B | 162,036,242 | 33 | 110 | 64 | 0.0% |
| Q4 2022 | 252 | $2.0B | 147,220,784 | 31 | 83 | 95 | 0.0% |
| Q3 2022 | 243 | $2.9B | 201,959,452 | 25 | 87 | 82 | 0.0% |
| Q2 2022 | 250 | $4.5B | 273,528,522 | 40 | 79 | 81 | 0.0% |
| Q1 2022 | 242 | $4.7B | 190,375,558 | 35 | 85 | 74 | 0.0% |
| Q4 2021 | 234 | $5.5B | 245,206,446 | 19 | 86 | 73 | 0.0% |
| Q3 2021 | 233 | $5.4B | 242,911,094 | 26 | 76 | 84 | 0.0% |
| Q2 2021 | 228 | $5.6B | 237,603,912 | 28 | 85 | 70 | 0.0% |
| Q1 2021 | 215 | $5.7B | 232,665,089 | 28 | 88 | 62 | 0.0% |
| Q4 2020 | 224 | $4.2B | 223,281,436 | 34 | 71 | 70 | 0.1% |
| Q3 2020 | 216 | $10.4B | 833,832,247 | 24 | 65 | 83 | 0.0% |
| Q2 2020 | 224 | $10.0B | 729,355,826 | 47 | 77 | 72 | 0.0% |
| Q1 2020 | 221 | $12.2B | 1,123,115,121 | 27 | 87 | 73 | 0.0% |
| Q4 2019 | 267 | $21.5B | 803,339,690 | 27 | 95 | 90 | 0.0% |
| Q3 2019 | 260 | $18.4B | 661,143,992 | 30 | 79 | 97 | 0.0% |
| Q2 2019 | 258 | $22.4B | 793,630,737 | 28 | 91 | 89 | 0.0% |
| Q1 2019 | 270 | $19.1B | 616,208,600 | 33 | 78 | 112 | 0.0% |
| Q4 2018 | 283 | $15.4B | 543,880,615 | 11 | 8 | 1 | 0.0% |
