Position in PEB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$21,234
+$6,697 QoQ
Shares Held
1,094
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#243
of 291 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PEB Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026True Wealth Design, LLC holds $213,547 across 10 REIT - Hotel & Motel names. PEB ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
5,182 | $122,865 | |
| 2 | PK |
Park Hotels & Resorts Inc.
|
3,160 | $45,030 | |
| 3 | PEB |
Pebblebrook Hotel Trust
This page
|
1,094 | $21,234 | |
| 4 | RLJ |
RLJ Lodging Trust
|
734 | $8,697 | |
| 5 | DRH |
DiamondRock Hospitality Co
|
424 | $5,164 | |
| 6 | INN |
Summit Hotel Properties, Inc.
|
707 | $4,956 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
|
128 | $2,606 | |
| 8 | CLDT |
Chatham Lodging Trust
|
141 | $1,865 |
All Filings in PEB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,234 | 1,094 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $14,537 | 1,151 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,018 | 1,150 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $12,961 | 1,138 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $11,148 | 1,116 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,432 | 635 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,346 | 616 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,149 | 616 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,456 | 615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,477 | 615 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,827 | 615 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,344 | 614 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,559 | 614 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,606 | 613 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,208 | 613 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||