Pebblebrook Hotel Trust (PEB): A Bull Case Theory
We came across a bullish thesis on Pebblebrook Hotel Trust on Investing501 Newsletter’s Substack by Investing 501. In this article, we will summarize the bulls’ thesis on PEB.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 62,423,000 | $59,150,940 | +45% | 1.02% | |
| 2. | 46,583,000 | $44,120,698 | +81% | 0.03% | |
| 3. | 46,238,000 | $43,814,318 | +13% | 0.17% | |
| 4. | Alyeska Investment Group Anand Parekh | 4,009,513 | $40,055,035 | +38% | 0.14% |
| 5. | 37,500,000 | $35,500,545 | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.08 | 10,000 | $100,800.00 | 109,693 | 2025-08-19 | Filing | |
| $9.50 | 5,000 | $47,500.00 | 1,607,110 | 2025-06-06 | Filing | |
| $9.15 | 18,000 | $164,700.00 | 1,602,110 | 2025-05-30 | Filing | |
| $9.00 | 6,000 | $54,000.00 | 1,584,110 | 2025-05-27 | Filing | |
| $8.99 | 20,000 | $179,800.00 | 1,578,110 | 2025-05-22 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $20.00 | 4,000 | $80,000.00 | 18,000 | 2024-11-12 | Filing | |
| $22.16 | 4,900 | $108,584.00 | 0 | 2024-11-12 | Filing | |
| $22.15 | 2,100 | $46,515.00 | 4,900 | 2024-11-12 | Filing | |
| $13.29 | 3,500 | $46,515.00 | 13,098 | 2024-06-26 | Filing | |
| $15.62 | 11,441 | $178,696.98 | 254,449 | 2024-02-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 14,393,000 | $13,835,127 | 4.05% | |
| 2. | 212,264 | $2,417,687 | 0% | |
| 3. | 172,758 | $1,967,714 | 0.01% | |
| 4. | 1,383,000 | $1,345,721 | 0.01% | |
| 5. | 925,000 | $904,741 | 0.13% |