Who owns Pebblebrook Hotel Trust (PEB)
Which tracked institutional funds hold PEB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See PEB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on PEB is one-sided between 2026-Q1 and 2026-Q2: 127 added or opened and 35 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
PEB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes PEB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in PEB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 284 tracked filers holding PEB, 146 increased or opened the position and 141 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in PEB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- Ovata Capital Management Ltd$27M
- JUPITER ASSET MANAGEMENT LTD$27M
- Woodline Partners LP$18M
- MARSHALL WACE, LLP$12M
- DONALD SMITH & CO., INC.$9M
- Verition Fund Management LLC$8M
Full exits 23
- T. Rowe Price Investment Management, Inc.$76M
- FULLER & THALER ASSET MANAGEMENT, INC.$61M
- Man Group plc$8M
- H/2 CREDIT MANAGER LP$7M
- COHEN & STEERS, INC.$5M
- NATIXIS$4M
Largest adds
- BlackRock, Inc.$222M
- PRICE T ROWE ASSOCIATES INC /MD/$94M
- VANGUARD PORTFOLIO MANAGEMENT LLC$77M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$64M
- STATE STREET CORP$43M
- D. E. Shaw & Co., Inc.$42M
Largest trims
- Alyeska Investment Group, L.P.$29M
- JPMORGAN CHASE & CO$20M
- MetLife Investment Management, LLC$10M
- Voss Capital, LP$10M
- AMERIPRISE FINANCIAL INC$5M
- Palogic Value Management, L.P.$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Ovata Capital Management Ltd new | 27,718,000 | $27M | 1.0% | 2026-Q2 |
| BlackRock, Inc. added | 19,908,675 | $386M | 14.6% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 11,291,661 | $219M | 8.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 8,581,279 | $167M | 6.3% | 2026-Q2 |
| STATE STREET CORP trimmed | 6,453,363 | $125M | 4.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 4,927,685 | $96M | 3.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 4,702,303 | $91M | 3.5% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 4,538,986 | $88M | 3.3% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 4,000,000 | $4M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,675,818 | $71M | 2.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,575,773 | $69M | 2.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,176,346 | $62M | 2.3% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 3,095,680 | $60M | 2.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 2,728,760 | $53M | 2.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,671,412 | $52M | 2.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 2,581,564 | $50M | 1.9% | 2026-Q2 |
| UBS Group AG trimmed | 2,560,022 | $50M | 1.9% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 2,451,933 | $48M | 1.8% | 2026-Q2 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO trimmed | 2,189,151 | $42M | 1.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 1,901,350 | $37M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 1,830,351 | $36M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,803,249 | $35M | 1.3% | 2026-Q2 |
| AEW CAPITAL MANAGEMENT L P added | 1,725,789 | $33M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,689,674 | $33M | 1.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,586,590 | $31M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,551,370 | $30M | 1.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 1,399,291 | $27M | 1.0% | 2026-Q2 |
| Allianz Asset Management GmbH added | 1,377,726 | $27M | 1.0% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 1,372,368 | $27M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 1,145,594 | $22M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,032,301 | $20M | 0.8% | 2026-Q2 |
| Invesco Ltd. added | 989,601 | $19M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 964,926 | $19M | 0.7% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 962,936 | $19M | 0.7% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 959,237 | $19M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 941,221 | $18M | 0.7% | 2026-Q2 |
| Woodline Partners LP trimmed | 931,393 | $18M | 0.7% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 798,477 | $15M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 788,621 | $15M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 782,205 | $15M | 0.6% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 764,916 | $15M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 744,910 | $14M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 712,298 | $14M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 703,337 | $14M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 633,671 | $12M | 0.5% | 2026-Q2 |
| BAMCO INC /NY/ trimmed | 624,157 | $12M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 622,047 | $12M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 590,825 | $11M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 571,788 | $11M | 0.4% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 554,354 | $11M | 0.4% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 547,915 | $11M | 0.4% | 2026-Q2 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 541,950 | $11M | 0.4% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 529,861 | $10M | 0.4% | 2026-Q2 |
| FMR LLC added | 491,886 | $10M | 0.4% | 2026-Q2 |
| DONALD SMITH & CO., INC. new | 476,163 | $9M | 0.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 443,369 | $9M | 0.3% | 2026-Q2 |
| Verition Fund Management LLC added | 421,626 | $8M | 0.3% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 389,789 | $8M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 359,937 | $7M | 0.3% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 345,970 | $7M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 314,370 | $6M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 303,834 | $6M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 302,098 | $6M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 298,607 | $6M | 0.2% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC added | 274,109 | $5M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 267,128 | $5M | 0.2% | 2026-Q2 |
| Context Capital Management, LLC new | 256,700 | $5M | 0.2% | 2026-Q2 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC trimmed | 252,082 | $5M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 249,521 | $5M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 248,663 | $5M | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 245,116 | $5M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 243,095 | $5M | 0.2% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC | 242,066 | $5M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 240,833 | $5M | 0.2% | 2026-Q2 |
| ExodusPoint Capital Management, LP added | 230,959 | $4M | 0.2% | 2026-Q2 |
| Swiss National Bank added | 227,612 | $4M | 0.2% | 2026-Q2 |
| LDR Capital Management LLC trimmed | 224,553 | $4M | 0.2% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 215,420 | $4M | 0.2% | 2026-Q2 |
| TRUIST FINANCIAL CORP new | 206,180 | $4M | 0.2% | 2026-Q2 |
| Hudson Bay Capital Management LP trimmed | 197,100 | $4M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 190,852 | $4M | 0.1% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 185,010 | $4M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 176,278 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 169,432 | $3M | 0.1% | 2026-Q2 |
| Holocene Advisors, LP added | 162,229 | $3M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 160,306 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 155,388 | $3M | 0.1% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 150,065 | $3M | 0.1% | 2026-Q2 |
| WINTON GROUP Ltd added | 147,800 | $3M | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 143,447 | $3M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 138,008 | $3M | 0.1% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 130,215 | $3M | 0.1% | 2026-Q2 |
| Boston Partners added | 127,731 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 127,335 | $2M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 125,439 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 125,284 | $2M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 125,112 | $2M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 117,652 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 109,553 | $2M | 0.1% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 109,186 | $2M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.