13FBOX
PEBBLEBROOK HOTEL TR · 13F Institutional Holdings
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PEBBLEBROOK HOTEL TR

Institutions
30
Combined AUM (Q2 2026)
$56.1M
Combined Shares (Q2 2026)
2.9M
Overall Trend
Decrease
All institutions combined
Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.
📥 Inflow (Q1 2026→Q2 2026)
+148,938
8 institutions added · 4 new buys
Est. buy amount
📤 Outflow (Q1 2026→Q2 2026)
-223,559
15 institutions reduced · 3 exits
Est. sell amount
⚖️ Net Share Change
-74,621
Net Sell
💰 Est. Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$56.1M
Institutions
30
New Buys
4
Adds
4
Reduces
12
Exits
3
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
FMR LLC
<0.01%<0.01%#17$9.6M491,886$8.3M426,886+65,000+15.23%Add
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC
0.1%0.11%#3$7.5M383,644$7.4M383,64400.00%Unchanged
BlackRock, Inc.
<0.01%<0.01%#22$5.1M260,875$5.6M291,838-30,963-10.61%Reduce
Rockefeller Capital Management L.P.
0.01%0.01%#7$4.9M249,521$4.9M253,296-3,775-1.49%Reduce
Neuberger Berman Group LLC
<0.01%<0.01%#11$4.7M242,021$4.6M242,02100.00%Unchanged
LDR Capital Management LLC
5.05%5.9%#1$4.4M224,553$4.4M228,278-3,725-1.63%Reduce
COHEN & STEERS, INC.
0.01%0.01%#8$3.6M184,673$3.2M169,066+15,607+9.23%Add
INFRASTRUCTURE CAPITAL ADVISORS, LLC
0.16%0.27%#2$2.7M138,168$3.9M200,427-62,259-31.06%Reduce
ALLIANCEBERNSTEIN L.P.
<0.01%<0.01%#14$2.6M134,092$2.6M134,09200.00%Unchanged
WESTWOOD HOLDINGS GROUP INC
0.01%0.01%#6$1.9M98,002$1.9M98,00200.00%Unchanged
GOLDMAN SACHS GROUP INC
<0.01%<0.01%#20$1.8M91,130$1.8M91,13000.00%Unchanged
Vinva Investment Management Ltd
<0.01%#12$1.8M62,266$00+62,266New Buy
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#19$1.4M71,993$1.4M74,358-2,365-3.18%Reduce
One Capital Management, LLC
0.03%0.03%#5$1.0M52,161$1.0M52,16100.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#9$773,84339,725$766,95939,925-200-0.50%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#26$627,14431,626$672,74033,466-1,840-5.50%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#15$538,11627,624$535,57527,880-256-0.92%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#13$462,94223,765$422,23621,980+1,785+8.12%Add
RB Capital Management, LLC
0.05%0.06%#4$266,87613,700$268,94014,000-300-2.14%Reduce
Daiwa Securities Group Inc.
<0.01%<0.01%#16$251,37012,904$247,88612,90400.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#27$144,4877,417$172,1528,518-1,101-12.93%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#21$75,4843,875$74,4383,87500.00%Unchanged
AEW CAPITAL MANAGEMENT L P
<0.01%<0.01%#10$57,6612,960$67,6193,520-560-15.91%Reduce
BESSEMER GROUP INC
<0.01%#24$48,7002,500$00+2,500New Buy
Ameritas Advisory Services, LLC
<0.01%#18$17,922920$00+920New Buy
Integrated Wealth Concepts LLC
<0.01%#23$14,610750$00+750New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#28$10,000511$8,000401+110+27.43%Add
MATHER GROUP, LLC.
<0.01%<0.01%#25$5,844300$5,76330000.00%Unchanged
UBS Group AG
<0.01%<0.01%#30$2,513129$4,149216-87-40.28%Reduce
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#29$2,435125$2,40112500.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow