Pebblebrook Hotel Trust (PEB) Ownership

9.74 ↑0.26 (2.74%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Pebblebrook Hotel Trust (PEB), owning a total of 23.1 million shares. Combined, the top 38 institutional holders of PEB own 134.68% of the company with a total of 161 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders increased their combined ownership of PEB by 6.6 million shares. 13 institutions bought 8,239,415 total additional shares and increased their ownership by an average of 210.67%. However 8 institutions sold 1,678,771 total shares and decreased their ownership by an average of 4.94%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Pebblebrook Hotel Trust increased by a net total of 6,560,644 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	19.501%	-0.159%	23,144,246	-36,919	2024-12-31
Vanguard Group Inc	15.652%	-1.158%	18,576,649	-217,681	2024-12-31
State Street Corp	6.096%	1.218%	7,235,318	87,089	2024-12-31
T. Rowe Price Investment Management,Inc.	5.656%	8.501%	6,713,156	525,991	2024-12-31
Fuller & Thaler Asset Management Inc	5.516%	-0.982%	6,546,420	-64,949	2024-12-31
Earnest Partners LLC	4.159%	0.274%	4,936,306	13,479	2024-12-31
Goldman Sachs Group Inc	3.659%	65.488%	4,342,764	1,718,550	2024-12-31
Alyeska Investment Group, L.P.	3.512%	43.336%	4,167,770	1,260,077	2024-12-31
Bank of America Corp	2.846%	-12.178%	3,377,458	-468,334	2024-12-31
GRS Advisors, LLC	2.696%	-19.569%	3,199,423	-778,415	2024-12-31
Geode Capital Management, LLC	2.532%	-1.268%	3,004,891	-38,582	2024-12-31
T. Rowe Price Associates, Inc.	2.491%	19.435%	2,956,436	481,076	2024-12-31
Balyasny Asset Management LLC	2.411%	18.165%	2,861,345	439,854	2024-12-31
Charles Schwab Investment Management Inc	2.110%	3.581%	2,504,751	86,592	2024-12-31
Barclays PLC	2.088%	17.647%	2,477,608	371,633	2024-12-31
Nuveen Asset Management, LLC	1.976%	82.279%	2,345,333	1,058,664	2024-12-31
William Blair Investment Management, LLC	1.819%	2.331%	2,159,201	49,183	2024-12-31
Legal & General Group PLC	1.706%	-0.846%	2,024,271	-17,272	2024-12-31
CenterSquare Investment Management LLC	1.584%	2,448.930%	1,879,327	1,805,597	2024-12-31
Dimensional Fund Advisors, Inc.	1.359%	-3.391%	1,612,865	-56,619	2024-12-31
Northern Trust Corp	1.323%	27.510%	1,583,457	341,630	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	19.501%	-0.159%	23,144,246	-36,919	2024-12-31
Vanguard Group Inc	15.652%	-1.158%	18,576,649	-217,681	2024-12-31
State Street Corporation	6.232%	-7.723%	7,509,521	-628,518	2024-03-31
State Street Corp	6.096%	1.218%	7,235,318	87,089	2024-12-31
T. Rowe Price Investment Management,Inc.	5.656%	8.501%	6,713,156	525,991	2024-12-31
Fuller & Thaler Asset Management Inc	5.516%	-0.982%	6,546,420	-64,949	2024-12-31
Principal Financial Group Inc	5.411%	-4.127%	6,520,752	-280,678	2024-06-30
Wellington Management Company LLP	4.610%	-14.268%	5,498,565	-915,097	2024-06-30
Earnest Partners LLC	4.159%	0.274%	4,936,306	13,479	2024-12-31
Amvescap Plc.	3.676%	475.105%	4,400,451	3,635,295	2024-09-30
Goldman Sachs Group Inc	3.659%	65.488%	4,342,764	1,718,550	2024-12-31
Alyeska Investment Group, L.P.	3.512%	43.336%	4,167,770	1,260,077	2024-12-31
Brookfield Asset Management Inc	2.867%	-1.737%	3,769,713	-66,618	2022-06-30
Macquarie Group Ltd	2.928%	3.835%	3,522,523	130,100	2023-09-30
Bank of America Corp	2.846%	-12.178%	3,377,458	-468,334	2024-12-31
PGGM Investments	2.717%	-14.572%	3,240,516	-552,743	2024-06-30
GRS Advisors, LLC	2.696%	-19.569%	3,199,423	-778,415	2024-12-31
Thrivent Financial For Lutherans	2.532%	14.802%	3,051,447	393,448	2023-03-31
Geode Capital Management, LLC	2.532%	-1.268%	3,004,891	-38,582	2024-12-31
T. Rowe Price Associates, Inc.	2.491%	19.435%	2,956,436	481,076	2024-12-31
Balyasny Asset Management LLC	2.411%	18.165%	2,861,345	439,854	2024-12-31
Charles Schwab Investment Management Inc	2.110%	3.581%	2,504,751	86,592	2024-12-31
Barclays PLC	2.088%	17.647%	2,477,608	371,633	2024-12-31
Nuveen Asset Management, LLC	1.976%	82.279%	2,345,333	1,058,664	2024-12-31
William Blair Investment Management, LLC	1.819%	2.331%	2,159,201	49,183	2024-12-31
Bank of New York Mellon Corp	1.752%	-3.552%	2,107,887	-77,630	2023-09-30
D. E. Shaw & Co LP	1.738%	5.952%	2,080,252	116,864	2024-09-30
Legal & General Group PLC	1.706%	-0.846%	2,024,271	-17,272	2024-12-31
CBRE Investment Management Listed Real Assets LLC	1.532%	30.740%	2,013,495	473,422	2022-09-30
Morgan Stanley - Brokerage Accounts	1.634%	-53.713%	1,956,133	-2,269,999	2024-09-30
CenterSquare Investment Management LLC	1.584%	2,448.930%	1,879,327	1,805,597	2024-12-31
Bank of Montreal	1.572%	68.138%	1,875,288	759,964	2024-06-30
Renaissance Technologies Corp	1.484%	20.001%	1,826,895	304,500	2023-03-31
Silvercrest Asset Management Group LLC	1.366%	-54.150%	1,646,257	-1,944,259	2023-12-31
Arrowstreet Capital Limited Partnership	1.357%	295.649%	1,634,591	1,221,449	2024-03-31
Dimensional Fund Advisors, Inc.	1.359%	-3.391%	1,612,865	-56,619	2024-12-31
Northern Trust Corp	1.323%	27.510%	1,583,457	341,630	2024-12-31
Deutsche Bank AG	0.585%	-8.101%	699,645	-61,673	2024-09-30

Mutual Fund Ownership

Fuller & Thaler Behavrl Small-Cap Value is the biggest individual fund holder of Pebblebrook Hotel Trust (PEB), owning a total of 8.8 million shares. Combined, the top 45 mutual fund holders of PEB own 91.01% of the company with a total of 109.1 million shares.

In the latest ownership report on March 31st 2025, the top 45 fund holders increased their combined ownership of PEB by 270 thousand shares. 7 funds bought 422,897 total additional shares and increased their ownership by an average of 3.77%. However 6 funds sold 152,420 total shares and decreased their ownership by an average of 1.07%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Pebblebrook Hotel Trust increased by a net total of 270,477 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.235%	0.069%	7,400,168	5,120	2025-03-31
Vanguard Real Estate Index Investor	3.845%	-0.111%	4,563,389	-5,057	2025-03-31
T. Rowe Price Small-Cap Value	3.524%	-0.022%	4,182,733	-899	2025-03-31
Vanguard Total Stock Mkt Idx Inv	3.208%	0.508%	3,807,005	19,244	2025-03-31
iShares Russell 2000 ETF	2.653%	-0.859%	3,149,041	-27,280	2025-03-31
Vanguard Small Cap Index	2.516%	-2.282%	2,986,356	-69,736	2025-03-31
T. Rowe Price U.S. SC Value Eq Tr-Z	2.063%	4.899%	2,448,294	114,345	2025-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.555%	2.449%	1,845,741	44,127	2025-03-31
Vanguard Small Cap Growth Index Inv	1.409%	-2.433%	1,671,996	-41,693	2025-03-31
T. Rowe Price Real Assets Tr I-Z	1.385%	12.347%	1,644,056	180,687	2025-03-31
Harbor Small Cap Value Instl	0.930%	-0.697%	1,104,167	-7,755	2025-03-31
iShares Russell 2000 Value ETF	0.925%	0.000%	1,097,775	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.869%	0.150%	1,031,881	1,544	2025-03-31
T. Rowe Price Real Assets	0.866%	5.966%	1,027,225	57,830	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fuller & Thaler Behavrl Small-Cap Value	7.275%	11.488%	8,766,268	903,272	2023-11-30
iShares Core S&P Small-Cap ETF	6.235%	0.069%	7,400,168	5,120	2025-03-31
FullerThaler Behavioral Small-Cap Value	5.019%	0.471%	5,957,336	27,896	2024-12-31
Undiscovered Managers Behavioral Val L	4.764%	-0.410%	5,654,279	-23,260	2025-02-28
Vanguard Real Estate Index Investor	3.845%	-0.111%	4,563,389	-5,057	2025-03-31
T. Rowe Price Small-Cap Value	3.524%	-0.022%	4,182,733	-899	2025-03-31
Fuller & Thaler Small-Cap Value	3.337%	242.712%	4,107,793	2,909,178	2022-12-31
iShares Core S&P Mid-Cap ETF	3.251%	0.114%	4,096,109	4,650	2023-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.223%	-3.474%	3,884,292	-139,780	2023-03-31
Vanguard US Total Market Shares ETF	3.220%	0.165%	3,821,943	6,280	2024-09-30
Vanguard Total Stock Mkt Idx Inv	3.208%	0.508%	3,807,005	19,244	2025-03-31
iShares Russell 2000 ETF	2.653%	-0.859%	3,149,041	-27,280	2025-03-31
Vanguard Small Cap Index	2.516%	-2.282%	2,986,356	-69,736	2025-03-31
Macquarie US Small Cap Core Equity	2.147%	3.335%	2,587,125	83,487	2023-09-30
Delaware Small Cap Core I	2.147%	0.000%	2,587,125	0	2023-10-31
T. Rowe Price U.S. SC Value Eq Tr-Z	2.063%	4.899%	2,448,294	114,345	2025-03-31
T. Rowe Price U.S. SC Value Eq Tr-D	1.967%	11.432%	2,333,949	239,444	2024-12-31
EARNEST Small/Mid Cap Value	1.754%	61,834.800%	2,109,499	2,106,093	2023-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.555%	2.449%	1,845,741	44,127	2025-03-31
Principal SmallCap R5	1.413%	20.681%	1,702,736	291,800	2024-08-31
Vanguard Extended Market Index Investor	1.405%	-0.017%	1,693,316	-281	2023-08-31
AMOne Shinko US-REIT Open	1.425%	0.000%	1,690,854	1,690,854	2024-09-05
Vanguard Small Cap Growth Index Inv	1.409%	-2.433%	1,671,996	-41,693	2025-03-31
T. Rowe Price Real Assets Tr I-Z	1.385%	12.347%	1,644,056	180,687	2025-03-31
T. Rowe Price Real Assets Tr I-D	1.233%	37.330%	1,463,369	397,785	2024-12-31
Principal U.S. Small Cap Equity	1.190%	2.863%	1,433,436	39,900	2024-06-30
EARNEST Small Cap Value	1.131%	63,744.400%	1,359,885	1,357,755	2023-12-31
PGI U.S. Small Cap Equity	1.052%	36.926%	1,267,436	341,800	2023-06-30
Goldman Sachs Small Cap Value A	0.991%	-9.947%	1,238,582	-136,817	2022-12-31
iShares S&P Small-Cap 600 Value ETF	1.032%	0.000%	1,235,364	0	2024-11-30
Vanguard Explorer Inv	1.028%	-54.723%	1,233,736	-1,491,153	2023-03-31
Undrly L&G Heitman Property	0.991%	2.126%	1,185,807	24,680	2024-12-31
FID DC L&G Heitman Property Fund	0.999%	2.126%	1,185,807	24,680	2024-12-31
Fidelity Small Cap Index	0.997%	-1.838%	1,183,165	-22,157	2025-01-31
Fidelity® Small Cap Index	0.976%	2.698%	1,176,171	30,904	2023-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.894%	1.995%	1,175,296	22,990	2022-12-31
Franklin Small Cap Growth SMA	0.975%	2,025,420.000%	1,174,800	1,174,742	2024-03-31
Harbor Small Cap Value Instl	0.930%	-0.697%	1,104,167	-7,755	2025-03-31
iShares Russell 2000 Value ETF	0.925%	0.000%	1,097,775	0	2025-03-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.869%	0.150%	1,031,881	1,544	2025-03-31
T. Rowe Price Real Assets	0.866%	5.966%	1,027,225	57,830	2025-03-31
Vanguard Small Cap Value Index Inv	0.848%	-0.009%	1,021,513	-89	2024-08-31
Vanguard Tax-Managed Small Cap Adm	0.816%	0.000%	976,874	0	2024-11-30
Franklin Small Cap Growth Adv	0.763%	0.000%	912,850	0	2024-12-31
Franklin US Small Cap Growth Equity	0.769%	-21.499%	912,850	-250,000	2024-12-31