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

13F Institutional Holders and Ownership History from Q4 2020 to Q3 2025

Type / Class
Debt / NOTE 1.750%12/1
Market price (% of par)
98.51%
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
-$384,876,957
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 Q3 $314,890,803 $306,119,792 -$384,876,957 98.51% 40
2025 Q2 $765,629,488 $724,868,829 +$31,585,971 94.51% 55
2025 Q1 $734,610,295 $688,592,357 -$407,842 93.7% 63
2024 Q4 $736,905,495 $687,136,615 +$16,801,437 92.9% 61
2024 Q3 $716,119,495 $658,458,944 -$4,630,576 91.7% 63
2024 Q2 $754,957,000 $668,182,432 +$3,559,488 88.33% 57
2024 Q1 $750,886,000 $675,702,347 +$3,479,756 89.98% 57
2023 Q4 $751,932,300 $672,820,536 +$5,810,677 89.41% 61
2023 Q3 $750,521,700 $625,670,707 +$42,774,632 83.2% 59
2023 Q2 $696,476,440 $592,101,292 -$20,794,162 84.61% 51
2023 Q1 $727,234,440 $619,936,273 -$683,959 84.65% 53
2022 Q4 $729,030,300 $602,420,554 -$115,105,495 82.45% 57
2022 Q3 $729,784,300 $625,897,354 -$30,956,870 85.95% 57
2022 Q2 $741,210,740 $674,592,550 -$8,282,364 90.03% 57
2022 Q1 $739,547,753 $849,997,947 -$9,020,275 115.11% 63
2021 Q4 $703,794,779 $775,147,061 -$4,520,695 110.12% 57
2021 Q3 $721,702,840 $820,930,815 +$21,737,810 111.88% 63
2021 Q2 $700,899,176 $794,809,396 -$19,787,634 113.43% 61
2021 Q1 $718,248,479 $845,571,662 +$297,388,414 117.69% 64
2020 Q4 $469,312,735 $503,309,776 +$503,309,776 106.5% 51