Position in PEB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,183,602
+$413,438 QoQ
Shares Held
60,979
0.0% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#117
of 291 holders
Holding Since
Dec 2021
19 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, 2026Performance Wealth Partners, LLC holds $1,183,602 across 1 REIT - Hotel & Motel name. PEB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEB |
Pebblebrook Hotel Trust
This page
|
60,979 | $1,183,602 |
All Filings in PEB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,183,602 | 60,979 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $770,164 | 60,979 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $574,557 | 50,756 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $578,110 | 50,756 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $507,052 | 50,756 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $514,158 | 50,756 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $583,761 | 43,082 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $569,974 | 43,082 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $592,377 | 43,082 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $663,893 | 43,082 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $581,480 | 36,388 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $494,512 | 36,388 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $507,248 | 36,388 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $510,887 | 36,388 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $375,120 | 28,015 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $406,497 | 28,015 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $464,208 | 28,015 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $685,807 | 28,015 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $547,080 | 24,456 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||