PEBBLEBROOK HOTEL TR - NOTE 1.750%12/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q4 2020 to Q4 2025

Type / Class
Debt / NOTE 1.750%12/1
Market price (% of par)
96.5%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$314,890,803
Total reported market value
$306,119,792
Principal change
-$403,528,685
Market value change
-$384,874,878
Number of holders
40
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 40 institutional investors reported holding $314,890,803 in principal (par value) of PEBBLEBROOK HOTEL TR - NOTE 1.750%12/1.

Institutional Holders of PEBBLEBROOK HOTEL TR - NOTE 1.750%12/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $14,127,000 $13,632,555 -$256,690 96.5% 1
2025 Q3 $314,890,803 $306,119,792 -$384,874,878 98.51% 40
2025 Q2 $765,629,488 $724,868,829 +$31,586,036 94.51% 55
2025 Q1 $734,610,295 $688,592,257 -$405,298 93.7% 63
2024 Q4 $736,905,495 $687,136,668 +$16,800,302 92.9% 61
2024 Q3 $716,119,495 $658,458,461 -$4,630,196 91.7% 63
2024 Q2 $754,957,000 $668,182,494 +$3,559,345 88.33% 57
2024 Q1 $750,886,000 $675,702,347 -$6,617,355 89.98% 57
2023 Q4 $96,635,000 $86,538,431 89.31% 2
2023 Q3 $655,304,700 $555,552,252 +$42,792,853 83.06% 57
2023 Q2 $601,421,440 $521,390,221 -$15,792,474 84.61% 51
2023 Q1 $632,170,440 $544,003,766 -$2,204,965 84.65% 51
2022 Q4 $633,755,940 $531,707,389 +$18,007,140 82.57% 57
2022 Q3 $601,044,640 $459,854,735 -$144,801,543 85.8% 56
2022 Q2 $740,960,740 $647,984,929 -$5,103,972 89.57% 56
2022 Q1 $739,426,903 $828,402,982 -$4,707,924 115.09% 63
2021 Q4 $703,670,950 $749,893,615 -$20,206,872 110.12% 56
2021 Q3 $721,452,840 $824,336,766 +$33,040,232 111.89% 62
2021 Q2 $700,759,216 $807,059,224 -$16,488,546 113.43% 61
2021 Q1 $718,096,519 $856,791,800 +$305,810,418 117.69% 63
2020 Q4 $471,579,219 $496,599,153 +$496,600,270 106.43% 51