Position in PEB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,018
+$705 QoQ
Shares Held
104
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#265
of 291 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PEB Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $427,217 across 13 REIT - Hotel & Motel names. PEB ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
7,982 | $189,253 | |
| 2 | XHR |
Xenia Hotels & Resorts, Inc.
|
3,894 | $79,281 | |
| 3 | PK |
Park Hotels & Resorts Inc.
|
5,065 | $72,176 | |
| 4 | SVC |
Service Properties Trust
|
659 | $27,825 | |
| 5 | CLDT |
Chatham Lodging Trust
|
1,610 | $21,300 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
855 | $10,413 | |
| 7 | RHP |
Ryman Hospitality Properties, Inc.
|
74 | $9,512 | |
| 8 | APLE |
Apple Hospitality REIT, Inc.
|
439 | $7,379 |
All Filings in PEB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,018 | 104 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,313 | 104 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,177 | 104 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,184 | 104 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $5,405 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,043 | 103 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,395 | 103 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,256 | 95 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,306 | 95 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,463 | 95 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,518 | 95 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,291 | 95 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,324 | 95 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,361 | 97 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5 | 114 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,147 | 148 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,452 | 148 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,623 | 148 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,310 | 148 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $3,316 | 148 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,684 | 114 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $2,769 | 114 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,143 | 114 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,791 | 143 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,953 | 143 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||