PEBNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as PEB.PE, PEB.PF, PEB.PG, PEB.PH
Pebblebrook Hotel Trust
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$20.10+0.61 (+3.13%)
Close on Oct 19, 2026
- Market cap
- $2.55B
- P/E (TTM)
- –
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
143M
Shares held, 13F filers
Institutional holders
292
57 new, 19 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
6 buys · 2 sales
Net bought $516.90K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Associates, Inc. | 8,581,279 | 7.60% | 13G (passive) amendment | Jun 30, 2026 |
| State Street Corporation | 6,509,146 | 5.70% | 13G (passive) | Mar 31, 2026 |
| Alyeska Fund GP, LLC | 6,268,902 | 5.50% | 13G (passive) | Sep 30, 2025 |
| Vanguard Capital Management | 5,965,363 | 5.25% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 20,979,618 | 17.50% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 11,467,190 | 10.09% | 13G (passive) | Jan 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of PEB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,908,675 | – | $386.43M | −446,015 | 0.01% |
| Vanguard Portfolio Management LLC | 11,291,661 | – | $219.17M | +22,723 | 0.01% |
| Price T Rowe Associates Inc /Md/ | 8,581,279 | – | $166.56K | +2,806,894 | 0.02% |
| State Street Corp | 6,453,363 | – | $125.32M | −55,783 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 5,451,790 | – | $105.82K | −597,139 | 0.07% |
| Vanguard Capital Management LLC | 4,927,685 | – | $95.65M | −103,248 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 4,702,303 | – | $91.27M | +2,547,676 | 0.04% |
| Earnest Partners LLC | 4,538,986 | – | $88.10M | −113,728 | 0.32% |
| Bank Of America Corp /De/ | 3,675,818 | – | $71.35M | +344,527 | 0.00% |
| Geode Capital Management, LLC | 3,575,773 | – | $69.42M | +512,909 | 0.00% |
| Charles Schwab Investment Management Inc | 3,176,346 | – | $61.65M | +269,925 | 0.01% |
| Wellington Management Group Llp | 3,095,680 | – | $60.09M | −392,306 | 0.01% |
| D. E. Shaw & Co., Inc. | 2,728,760 | – | $52.97M | +1,872,055 | 0.03% |
| JPMorgan Chase & Co | 2,671,412 | – | $51.76M | −2,857,585 | 0.00% |
| Two Sigma Investments, LP | 2,581,564 | – | $50.11M | +108,844 | 0.04% |
| UBS Group AG | 2,560,022 | – | $49.69M | −89,801 | 0.01% |
| Alyeska Investment Group, L.P. | 2,451,933 | – | $47.59M | −3,650,063 | 0.12% |
| Duff & Phelps Investment Management Co | 2,189,151 | – | $42.49M | −997,299 | 0.40% |
| Legal & General Group Plc | 1,901,350 | – | $36.91M | −149,365 | 0.01% |
| Morgan Stanley | 1,830,351 | – | $35.53M | +386,979 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 292 | 143M | 57 / 93 | 93 / 19 | 20M | 21M |
| Q1 2026 | 261 | 144M | 27 / 85 | 104 / 29 | 32M | 24M |
| Q4 2025 | 267 | 153M | 37 / 93 | 94 / 24 | 19M | 16M |
| Q3 2025 | 257 | 150M | 38 / 89 | 94 / 29 | 24M | 11M |
| Q2 2025 | 250 | 138M | 34 / 104 | 76 / 45 | 14M | 18M |
| Q1 2025 | 262 | 141M | 32 / 97 | 90 / 39 | 12M | 14M |
| Q4 2024 | 271 | 145M | 48 / 81 | 103 / 27 | 17M | 15M |
| Q3 2024 | 253 | 143M | 37 / 70 | 106 / 27 | 41M | 22M |
| Q2 2024 | 244 | 147M | 36 / 77 | 93 / 30 | 9M | 16M |
| Q1 2024 | 240 | 154M | 33 / 59 | 99 / 26 | 12M | 8M |
| Q4 2023 | 235 | 150M | 28 / 71 | 94 / 23 | 13M | 13M |
| Q3 2023 | 231 | 151M | 22 / 58 | 112 / 26 | 8M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of PEB | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 6,819,850 | – | $132.37M | 0.12% | Jun 30, 2026 |
| Vanguard Real Estate Index Fund | 4,314,879 | – | $82.41M | 0.11% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 3,421,609 | – | $66.41M | 0.00% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 2,913,361 | – | $56.55M | 0.53% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,726,733 | – | $52.93M | 0.06% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 2,467,782 | – | $47.90M | 0.03% | Jun 30, 2026 |
| T. Rowe Price Real Assets Fund, Inc. | 1,732,955 | – | $33.64M | 0.33% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 1,530,900 | – | $29.71M | 0.20% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,428,985 | – | $27.74M | 0.06% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,302,602 | – | $25.28M | 0.03% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,243,713 | – | $23.75M | 0.07% | Jul 31, 2026 |
| Franklin Small Cap Growth Fund | 1,098,819 | – | $20.99M | 0.85% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,042,568 | – | $20.24M | 0.12% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 978,230 | – | $18.99M | 0.13% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 975,060 | – | $18.93M | 0.24% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Jon E. Bortz | Chairman and CEO, Director | 1,857,110 | Jun 15, 2026 |
| Thomas Charles Fisher | Co-President, C Investmt Ofcr | 285,163 | Aug 4, 2026 |
| Raymond D. Martz | Co-President,CFO,Treasurer,Sec | 254,952 | Feb 9, 2026 |
| Nina P. Jones | Director | 0 | Mar 2, 2026 |
| Cydney Donnell | Director | 101,742 | Jan 5, 2026 |
| Earl E. Webb | Director | 60,967 | Jan 5, 2026 |
| Phillip M. Miller | Director | 26,180 | Jan 5, 2026 |
| Bonny W. Simi | Director | 36,371 | Jan 5, 2026 |
| Michael J. Schall | Director | 153,972 | Jan 5, 2026 |
| Ron E. Jackson | Director | 123,480 | Jan 5, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Aug 3, 2026 | Sale | −40,000 | $19.25 | $770.00K | 285,163 |
| Jon E. Bortz Chairman and CEO, Director | Jun 12, 2026 | Buy | +20,000 | $18.18 | $363.60K | 1,657,110 |
| Jon E. Bortz Chairman and CEO, Director | Jun 11, 2026 | Buy | +20,000 | $17.73 | $354.60K | 1,637,110 |
| Jon E. Bortz Chairman and CEO, Director | Jun 10, 2026 | Buy | +20,000 | $17.23 | $344.60K | 1,617,110 |
| Jon E. Bortz Chairman and CEO, Director | Jun 9, 2026 | Buy | +20,000 | $17.09 | $341.80K | 1,597,110 |
| Jon E. Bortz Chairman and CEO, Director | Jun 8, 2026 | Buy | +20,000 | $16.84 | $336.80K | 1,577,110 |
| Nina P. Jones Director | Mar 2, 2026 | Award | +3,876 | – | – | 3,876 |
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Feb 5, 2026 | Award | +56,218 | – | – | 325,163 |
| Cydney Donnell Director | Jan 1, 2026 | Award | +14,837 | $11.46 | $170.03K | 101,171 |
| Phillip M. Miller Director | Jan 1, 2026 | Award | +7,418 | $11.46 | $85.01K | 26,180 |
| Michael J. Schall Director | Jan 1, 2026 | Award | +14,837 | $11.46 | $170.03K | 134,530 |
| Bonny W. Simi Director | Jan 1, 2026 | Award | +8,073 | $11.46 | $92.52K | 36,371 |
| Earl E. Webb Director | Jan 1, 2026 | Award | +10,211 | $11.46 | $117.02K | 60,967 |
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Jan 1, 2026 | Tax withholding | −21,275 | $11.32 | $240.83K | 268,945 |
| Ron E. Jackson Director | Jan 1, 2026 | Award | +16,582 | $11.46 | $190.03K | 123,480 |
| Jon E. Bortz Chairman and CEO, Director | Dec 15, 2025 | Sale | −50,000 | $11.26 | $563.00K | 1,557,110 |
| Michael J. Schall Director | Nov 19, 2025 | Buy | +10,000 | $10.85 | $108.50K | 119,693 |
| Michael J. Schall Director | Aug 19, 2025 | Buy | +10,000 | $10.08 | $100.80K | 109,693 |
| Jon E. Bortz Chairman and CEO, Director | Jun 6, 2025 | Buy | +5,000 | $9.50 | $47.50K | 1,607,110 |
| Jon E. Bortz Chairman and CEO, Director | May 30, 2025 | Buy | +18,000 | $9.15 | $164.70K | 1,602,110 |
| Jon E. Bortz Chairman and CEO, Director | May 27, 2025 | Buy | +6,000 | $9.00 | $54.00K | 1,584,110 |
| Ron E. Jackson Director | May 23, 2025 | Buy | +10,000 | $8.91 | $89.10K | 106,898 |
| Jon E. Bortz Chairman and CEO, Director | May 22, 2025 | Buy | +20,000 | $8.99 | $179.80K | 1,578,110 |
| Jon E. Bortz Chairman and CEO, Director | May 20, 2025 | Buy | +23,213 | $9.73 | $225.86K | 1,558,110 |
| Jon E. Bortz Chairman and CEO, Director | May 16, 2025 | Buy | +10,787 | $10.07 | $108.63K | 1,534,897 |
| Michael J. Schall Director | May 7, 2025 | Buy | +10,000 | $9.04 | $90.40K | 18,500 |
| Jon E. Bortz Chairman and CEO, Director | May 7, 2025 | Buy | +15,000 | $8.97 | $134.55K | 1,524,110 |
| Jon E. Bortz Chairman and CEO, Director | May 6, 2025 | Buy | +42,000 | $8.94 | $375.48K | 1,509,110 |
| Jon E. Bortz Chairman and CEO, Director | Mar 24, 2025 | Buy | +25,000 | $10.45 | $261.25K | 1,467,110 |
| Jon E. Bortz Chairman and CEO, Director | Mar 21, 2025 | Buy | +28,000 | $10.11 | $283.08K | 1,442,110 |
| Jon E. Bortz Chairman and CEO, Director | Mar 5, 2025 | Buy | +15,000 | $11.91 | $178.65K | 1,414,110 |
| Michael J. Schall Director | Mar 5, 2025 | Buy | +10,000 | $11.87 | $118.70K | 99,693 |
| Jon E. Bortz Chairman and CEO, Director | Feb 7, 2025 | Award | +23,968 | – | – | 1,410,540 |
| Jon E. Bortz Chairman and CEO, Director | Feb 7, 2025 | Tax withholding | −11,430 | $12.81 | $146.42K | 1,399,110 |
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Feb 7, 2025 | Award | +10,272 | – | – | 295,203 |
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Feb 7, 2025 | Award | +47,426 | – | – | 284,931 |
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Feb 7, 2025 | Tax withholding | −4,983 | $12.81 | $63.83K | 290,220 |
| Raymond D. Martz Co-President,CFO,Treasurer,Sec | Feb 7, 2025 | Tax withholding | −4,810 | $12.81 | $61.62K | 254,952 |
| Raymond D. Martz Co-President,CFO,Treasurer,Sec | Feb 7, 2025 | Award | +10,272 | – | – | 259,762 |
| Thomas Charles Fisher Co-President, C Investmt Ofcr | Jan 1, 2025 | Tax withholding | −16,944 | $13.55 | $229.59K | 237,505 |
| Jon E. Bortz Chairman and CEO, Director | Jan 1, 2025 | Tax withholding | −8,712 | $13.55 | $118.05K | 1,386,572 |
| Bonny W. Simi Director | Jan 1, 2025 | Award | +6,030 | $13.68 | $82.49K | 28,298 |
| Earl E. Webb Director | Jan 1, 2025 | Award | +7,674 | $13.68 | $104.98K | 50,756 |
| Phillip M. Miller Director | Jan 1, 2025 | Award | +5,664 | $13.68 | $77.48K | 18,762 |
| Cydney Donnell Director | Jan 1, 2025 | Award | +11,329 | $13.68 | $154.98K | 86,334 |
| Michael J. Schall Director | Jan 1, 2025 | Award | +11,329 | $13.68 | $154.98K | 89,693 |
| Ron E. Jackson Director | Jan 1, 2025 | Award | +12,425 | $13.68 | $169.97K | 96,898 |
| Raymond D. Martz Co-President,CFO,Treasurer,Sec | Jan 1, 2025 | Tax withholding | −3,895 | $13.55 | $52.78K | 249,490 |
| Jon E. Bortz Chairman and CEO, Director | Nov 21, 2024 | Buy | +13,000 | $12.68 | $164.84K | 1,395,284 |
| Jon E. Bortz Chairman and CEO, Director | Nov 15, 2024 | Buy | +2,000 | $12.02 | $24.04K | 1,377,284 |
| Jon E. Bortz Chairman and CEO, Director | Nov 15, 2024 | Buy | +5,000 | $12.07 | $60.35K | 1,382,284 |
| Jon E. Bortz Chairman and CEO, Director | Nov 14, 2024 | Buy | +26,000 | $12.48 | $324.48K | 1,375,284 |
| Jon E. Bortz Chairman and CEO, Director | Nov 12, 2024 | Sale | −4,900 | $22.16 | $108.58K | 0 |
| Jon E. Bortz Chairman and CEO, Director | Nov 12, 2024 | Sale | −4,000 | $20.00 | $80.00K | 18,000 |
| Jon E. Bortz Chairman and CEO, Director | Nov 12, 2024 | Sale | −2,100 | $22.15 | $46.52K | 4,900 |
| Jon E. Bortz Chairman and CEO, Director | Aug 14, 2024 | Buy | +8,000 | $12.34 | $98.72K | 1,349,284 |
| Jon E. Bortz Chairman and CEO, Director | Aug 13, 2024 | Buy | +22,000 | $12.21 | $268.62K | 1,341,284 |
| Jon E. Bortz Chairman and CEO, Director | Aug 5, 2024 | Buy | +66,000 | $11.98 | $790.68K | 1,319,284 |
| Phillip M. Miller Director | Jun 26, 2024 | Sale | −3,500 | $13.29 | $46.52K | 13,098 |
| Jon E. Bortz Chairman and CEO, Director | Jun 11, 2024 | Buy | +16,000 | $13.60 | $217.60K | 1,253,284 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Thomas Charles Fisher Officer | Aug 3, 2026 | 40,000 | $770.10K | Aug 3, 2026 | Performance |
| E. Bortz Jon Officer | Dec 15, 2025 | 50,000 | $564.00K | Dec 15, 2025 | Redemption of Common Units of Pebblebrook Hotel, L.P. (the "Operating Partnership")(see Remarks) |
| Jon E. Bortz Officer | Nov 13, 2024 | 29,000 | $595.05K | Nov 12, 2024 | Open Market Purchase |
| & Dr.Cheryl Miller Jt Ten Phillip Director | Jun 26, 2024 | 3,500 | $46.52K | Jun 26, 2024 | Compensation for Past Services |
| Raymond D. Martz Officer | Feb 27, 2024 | 11,441 | $183.74K | Feb 26, 2024 | Vesting of Equity Award |
| Thomas Charles Fisher Officer | Feb 26, 2024 | 11,441 | $183.74K | Feb 26, 2024 | Vesting of Equity award |
| Mason Miller Phillip Director | Aug 17, 2023 | 10,000 | $144.60K | Aug 17, 2023 | Compensation for Past Services |