PEB Pebblebrook Hotel Trust Common Shares of Beneficial Interest

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$18,19
Kurs · Aug 18, 2026
Fundamentaldaten per Jul 29, 2026

PEB Aktien-Snapshot Kurs, Marktkapitalisierung, P/E, EPS, ROE, Schulden/Eigenkapital, 52-Wochen-Spanne

Kurs
$18.19
Marktkapitalisierung
$2.06B
P/E (TTM)
-20.2
EPS (TTM)
$-0.90
Umsatz (TTM)
$1.48B
Dividendenrendite
0.23%
ROE
-2.5%
Verschuldungsgrad
52W-Spanne
$10 – $20

PEB Aktienkurs-Chart Täglich OHLCV mit technischen Indikatoren — Schwenken, Zoom und Ansicht anpassen

10-Jahres-Performance Umsatz-, Nettoergebnis-, Margen- und EPS-Trends

Umsatz & Nettoergebnis $1.48B
10-point trend, +80.7%
2016-12-31 2025-12-31
EPS $-0.90
10-point trend, -240.6%
2016-12-31 2025-12-31
Freier Cashflow
5-point trend, -183.7%
2016-12-31 2020-12-31
Margen -4.5%

Bewertung P/E-, P/S-, P/B-, EV/EBITDA-Verhältnisse — ist die Aktie teuer oder günstig?

Kennzahl
5-Jahres-Trend
PEB
Peer-Median
P/E (TTM)
5-point trend, -1.2%
-20.2
27.1
P/S (TTM) (K/V (TTM))
5-point trend, -78.2%
1.4
2.0
P/B (K/B)
5-point trend, -44.0%
0.8
0.9

Rentabilität Brutto-, Betriebs- und Nettomargen; ROE, ROA, ROIC

Kennzahl
5-Jahres-Trend
PEB
Peer-Median
Operating Margin (Betriebsgewinnmarge)
5-point trend, +124.2%
3.0%
Net Profit Margin (Nettogewinnmarge)
5-point trend, +82.3%
-4.5%
2.8%
ROA
5-point trend, +60.3%
-1.2%
0.89%
ROE
5-point trend, +55.7%
-2.5%
1.5%
ROIC
5-point trend, +169.1%
2.0%

Finanzielle Gesundheit Verschuldung, Liquidität, Solvenz — Bilanzstärke

Kennzahl
5-Jahres-Trend
PEB
Peer-Median

Wachstum Umsatz-, EPS- und Nettoergebniswachstum: YoY, 3-Jahres-CAGR, 5-Jahres-CAGR

Kennzahl
5-Jahres-Trend
PEB
Peer-Median
Revenue YoY (Umsatz YoY)
5-point trend, +101.3%
1.5%
Revenue CAGR 3Y (Umsatz CAGR 3J)
5-point trend, +101.3%
2.0%
Revenue CAGR 5Y (Umsatz CAGR 5J)
5-point trend, +101.3%
27.2%

Kennzahlen pro Aktie EPS, Buchwert pro Aktie, Cashflow pro Aktie, Dividende pro Aktie

Kennzahl
5-Jahres-Trend
PEB
Peer-Median
EPS (Diluted) (EPS (Verwässert))
5-point trend, +50.0%
$-0.90

Kapitaleffizienz Umsatz pro Vermögenswert, Lagerumschlag, Forderungsumschlag

Kennzahl
5-Jahres-Trend
PEB
Peer-Median
Payout Ratio (Ausschüttungsquote)
5-point trend, -153.1%
-7.2%

Dividenden Rendite, Ausschüttungsquote, Dividendenhistorie, 5-Jahres-CAGR

Dividendenrendite
0.23%
Ausschüttungsquote
-7.2%
5J Div CAGR
Ex-DatumBetrag
30. Juni 2026$0,0100
31. März 2026$0,0100
31. Dezember 2025$0,0100
30. September 2025$0,0100
30. Juni 2025$0,0100
31. März 2025$0,0100
31. Dezember 2024$0,0100
30. September 2024$0,0100
28. Juni 2024$0,0100
27. März 2024$0,0100
28. Dezember 2023$0,0100
28. September 2023$0,0100
29. Juni 2023$0,0100
30. März 2023$0,0100
29. Dezember 2022$0,0100
29. September 2022$0,0100
29. Juni 2022$0,0100
30. März 2022$0,0100
30. Dezember 2021$0,0100
29. September 2021$0,0100

PEB Analysten-Konsens Bullische und bärische Analystenmeinungen, 12-Monats-Kursziel, Aufwärtspotenzial

HALTEN 19 Analysten
  • Starker Kauf 3 15,8%
  • Kauf 4 21,1%
  • Halten 9 47,4%
  • Verkauf 3 15,8%
  • Starker Verkauf 0 0,0%

12-Monats-Kursziel

15 Analysten · 2026-08-15
Median-Ziel $19.00 +4,5%
Mittelwert-Ziel $18.42 +1,2%

Ergebnisverlauf EPS Ist vs. Schätzung, Überraschung %, Beat-Rate, nächstes Ergebnisdatum

Durchschn. Überraschung
-0.02%
Zeitraum EPS Actual EPS est. Überraschung
30. Juni 2026 $0.17 $0.10 0.07%
31. März 2026 $-0.26 $-0.32 0.06%
31. Dezember 2025 $-0.23 $-0.30 0.07%
30. September 2025 $-0.37 $-0.00 -0.37%
30. Juni 2025 $0.06 $0.06 -0.00%
31. März 2025 $-0.34 $-0.38 0.04%

Peer-Vergleich (GICS-Subbranche) Wichtige Kennzahlen im Vergleich zu Branchenkollegen

Ticker Marktkapitalisierung P/E Umsatz Vj. Nettomarge ROE Bruttogewinnmarge
PEB $1.28B -12.6 1.5% -4.5% -2.5%
HST $12.19B 16.1 7.6% 12.5% 11.6%
RHP $5.96B 25.1 10.2% 9.4% 37.5%
APLE $2.79B 16.0 -1.3% 12.4% 5.5%
PK $2.09B -7.3 -2.2% -11.1% -8.3%
DRH $1.83B 20.4 -0.83% 9.0% 6.7%
SHO $1.70B 223.5 6.0% 2.6% 1.2%
XHR $1.30B 22.1 3.8% 5.9% 5.3%
RLJ $1.13B 745.0 -1.4% 2.1% 1.3%
SVC $309M -1.5 -4.3% -11.2% -30.1%
INN $530M -22.1 -0.32% -1.6% -1.3%

Vollständige Fundamentaldaten Alle Kennzahlen nach Jahr — Gewinn- und Verlustrechnung, Bilanz, Cashflow

Gewinn- und Verlustrechnung 16
Jährliche Gewinn- und Verlustrechnung-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Revenue 10-point trend, +80.7% $1.48B $1.45B $1.42B $1.39B $733M $443M $1.61B $829M $769M $816M
Cost of Revenue 3-point trend, +5.8% · · · · · · · $512M $468M $484M
SG&A Expense 10-point trend, +77.2% $49M $48M $45M $39M $38M $45M $34M $21M $20M $28M
Operating Expenses 10-point trend, +125.0% $1.43B $1.37B $1.38B $1.38B $823M $736M $1.38B $762M $634M $636M
Operating Income 10-point trend, -75.7% $44M $84M $38M $15M $-90M $-293M $229M $67M $135M $180M
Interest Expense 8-point trend, +165.2% · · $116M $100M $97M $104M $108M $54M $37M $44M
Interest Income 3-point trend, -91.1% · · · · · · · $178.0K $97.0K $2M
Other Non-op 10-point trend, +1170.7% $4M $3M $4M $562.0K $113.0K $517.0K $29.0K $2M $2M $283.0K
Pretax Income 10-point trend, -175.8% $-56M $-26M $-74M $-85M $-186M $-396M $121M $15M $100M $74M
Income Tax 10-point trend, +4794.8% $6M $-26M $655.0K $277.0K $61.0K $-4M $5M $2M $181.0K $-134.0K
Net Income 10-point trend, -189.3% $-66M $-4M $-78M $-87M $-185M $-392M $115M $13M $100M $74M
EPS (Basic) 10-point trend, -238.5% $-0.90 $-0.39 $-0.93 $-0.95 $-1.80 $-3.25 $0.63 $-0.06 $1.20 $0.65
EPS (Diluted) 10-point trend, -240.6% $-0.90 $-0.39 $-0.93 $-0.95 $-1.80 $-3.25 $0.63 $-0.06 $1.19 $0.64
Shares (Basic) 10-point trend, +62.8% 117,027,594 119,774,655 121,813,042 130,453,944 130,804,354 130,610,015 130,471,670 74,286,307 69,591,973 71,901,499
Shares (Diluted) 10-point trend, +61.7% 117,027,594 119,774,655 121,813,042 130,453,944 130,804,354 130,610,015 130,718,306 74,286,307 69,984,837 72,373,242
EBITDA 10-point trend, -68.6% $44M $84M $38M $15M $-90M $-293M $229M $67M $121M $139M
Bilanz 12
Jährliche Bilanz-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +451.3% $184M $207M $184M $41M $59M $124M $30M $83M $25M $33M
Intangibles 4-point trend, -100.0% · · · · · · $0 $200M $29M $30M
Total Assets 10-point trend, +90.4% $5.35B $5.69B $5.82B $6.13B $6.26B $6.08B $6.50B $6.98B $2.59B $2.81B
Total Liabilities 10-point trend, +132.1% $2.79B $2.91B $2.97B $3.05B $3.10B $2.81B $2.87B $3.21B $1.09B $1.20B
Long-term Debt 10-point trend, +113.2% $2.12B $2.25B $2.32B $2.39B $2.44B $2.28B $2.23B $2.75B $885M $996M
Common Stock 10-point trend, +57.4% $1M $1M $1M $1M $1M $1M $1M $1M $688.0K $719.0K
Paid-in Capital 10-point trend, +123.5% $3.97B $4.07B $4.08B $4.18B $4.27B $4.17B $4.07B $4.07B $1.69B $1.78B
Retained Earnings 5-point trend, -788.3% $-1.50B $-1.39B · · · · · $-309M $-191M $-169M
AOCI 10-point trend, +126.2% $605.0K $17M $24M $36M $-19M $-60M $-25M $1M $4M $-2M
Stockholders' Equity 10-point trend, +53.7% $2.47B $2.70B $2.76B $3.00B $3.16B $3.26B $3.62B $3.76B $1.50B $1.61B
Liabilities + Equity 10-point trend, +90.4% $5.35B $5.69B $5.82B $6.13B $6.26B $6.08B $6.50B $6.98B $2.59B $2.81B
Shares Outstanding 10-point trend, +57.4% 113,188,134 119,285,394 120,191,349 126,345,293 130,813,750 130,673,300 130,484,956 130,311,289 68,812,575 71,922,904
Cashflow 17
Jährliche Cashflow-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
D&A 4-point trend, +129.3% · · · · · · $235M $108M $102M $102M
Stock-based Comp 10-point trend, +62.0% $14M $14M $13M $11M $11M $23M $8M $6M $6M $8M
Deferred Tax 4-point trend, +4197000.00 $4M $-28M $0 $0 · · · · · ·
Operating Cash Flow 10-point trend, +4.1% $250M $275M $236M $279M $71M $-202M $395M $136M $194M $240M
CapEx 5-point trend, -100.0% · · · · · $0 $752.0K $164.0K $40.0K $74.0K
Investing Cash Flow 10-point trend, -96.5% $10M $-93M $142M $-109M $-82M $250M $300M $-1.78B $132M $298M
Debt Issued 10-point trend, +166.7% $400M $400M $140M $1.38B $269M $513M $0 $1.85B $0 $150M
Net Debt Issued 7-point trend, -106.4% $-111M $-65M $-71M $-55M $-124M · $-518M $1.75B · ·
Stock Issued · · · · · · · · · $0
Stock Repurchased 10-point trend, +2810.5% $73M $17M $93M $71M $720.0K $1M $4M $3M $96M $2M
Net Stock Activity 10-point trend, -2810.5% $-73M $-17M $-93M $-71M $-720.0K $-1M $-4M $-3M $-96M $-2M
Dividends Paid 10-point trend, -95.5% $5M $5M $5M $5M $5M $54M $185M $106M $107M $105M
Financing Cash Flow 10-point trend, +47.2% $-281M $-158M $-237M $-209M $-33M $31M $-746M $1.72B $-334M $-533M
Net Change in Cash 10-point trend, -402.7% $-21M $24M $141M $-40M $-44M $79M $-51M $75M $-8M $7M
Taxes Paid 9-point trend, +145.9% $1M $3M $-3M $-2M $-258.0K $3M $5M $4M $575.0K ·
Free Cash Flow 5-point trend, -183.7% · · · · · $-202M $394M $136M $195M $241M
Levered FCF 5-point trend, -254.4% · · · · · $-305M $291M $88M $158M $197M
Rentabilität 7
Jährliche Rentabilität-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Operating Margin 8-point trend, -63.2% 3.0% 5.8% 2.7% 1.1% -12.2% -66.1% 14.2% 8.1% · ·
Net Margin 8-point trend, -375.3% -4.5% -0.29% -5.5% -6.3% -25.2% -88.4% 7.2% 1.6% · ·
Pretax Margin 8-point trend, -307.1% -3.8% -1.8% -5.2% -6.1% -25.4% -89.5% 7.5% 1.8% · ·
EBITDA Margin 8-point trend, -63.2% 3.0% 5.8% 2.7% 1.1% -12.2% -66.1% 14.2% 8.1% · ·
ROA 10-point trend, -147.4% -1.2% -0.07% -1.3% -1.4% -3.0% -6.2% 1.7% 0.28% 3.7% 2.5%
ROE 10-point trend, -158.2% -2.5% -0.16% -2.7% -2.8% -5.8% -11.4% 3.1% 0.51% 6.4% 4.4%
ROIC 10-point trend, -77.3% 2.0% 0.00% 1.4% 0.49% -2.9% -8.9% 6.1% 1.6% 8.0% 8.7%
Liquidität & Solvenz 1
Jährliche Liquidität & Solvenz-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Interest Coverage 8-point trend, -89.8% · · 0.3 0.1 -0.9 -2.8 2.1 1.2 3.2 3.2
Effizienz 1
Jährliche Effizienz-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Asset Turnover 8-point trend, +54.3% 0.3 0.3 0.2 0.2 0.1 0.1 0.2 0.2 · ·
Pro Aktie 5
Jährliche Pro Aktie-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Book Value / Share 10-point trend, -2.3% $21.81 $22.61 $22.99 $23.72 $24.13 $24.93 $27.75 $28.85 $21.78 $22.33
Revenue / Share 8-point trend, +13.0% $12.61 $12.13 $11.66 $10.67 $5.60 $3.39 $12.33 $11.16 · ·
Cash Flow / Share 10-point trend, -36.0% $2.13 $2.30 $1.94 $2.14 $0.54 $-1.54 $3.02 $1.83 $2.79 $3.33
Cash / Share 10-point trend, +250.3% $1.63 $1.73 $1.53 $0.32 $0.45 $0.95 $0.23 $0.64 $0.37 $0.46
EPS (TTM) 10-point trend, -240.6% $-0.90 $-0.39 $-0.93 $-0.95 $-1.80 $-3.25 $0.63 $-0.06 $1.19 $0.64
Wachstumsraten 4
Jährliche Wachstumsraten-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, -97.7% 1.5% 2.4% 2.0% 89.9% 65.5% · · · · ·
Revenue CAGR 3Y 3-point trend, -95.9% 2.0% 25.6% 47.5% · · · · · · ·
Revenue CAGR 5Y 27.2% · · · · · · · · ·
Dividend CAGR 5Y -38.5% · · · · · · · · ·
Bewertung (TTM) 13
Jährliche Bewertung (TTM)-Daten für PEB
Kennzahl Trend 2025202420232022202120202019201820172016
Revenue TTM 10-point trend, +80.7% $1.48B $1.45B $1.42B $1.39B $733M $443M $1.61B $829M $769M $816M
Net Income TTM 10-point trend, -189.3% $-66M $-4M $-78M $-87M $-185M $-392M $115M $13M $100M $74M
Market Cap 10-point trend, -40.1% $1.28B $1.62B $1.92B $1.69B $2.93B $2.46B $3.50B $3.69B $2.56B $2.14B
P/E 10-point trend, -127.1% -12.6 -34.7 -17.2 -14.1 -12.4 -5.8 42.6 -471.8 31.2 46.5
P/S 10-point trend, -66.9% 0.9 1.1 1.4 1.2 4.0 5.5 2.2 4.5 3.3 2.6
P/B 10-point trend, -61.1% 0.5 0.6 0.7 0.6 0.9 0.8 1.0 1.0 1.7 1.3
P / Tangible Book 6-point trend, -31.2% 0.5 0.6 0.7 0.6 0.9 0.8 · · · ·
P / Cash Flow 10-point trend, -42.1% 5.1 5.9 8.1 6.1 41.4 -12.2 8.9 27.2 13.1 8.9
P / FCF 5-point trend, -237.2% · · · · · -12.2 8.9 27.2 13.1 8.9
Dividend Yield 10-point trend, -92.5% 0.37% 0.30% 0.26% 0.31% 0.18% 2.2% 5.3% 2.9% 4.2% 4.9%
Earnings Yield 10-point trend, -469.8% -8.0% -2.9% -5.8% -7.1% -8.1% -17.3% 2.4% -0.21% 3.2% 2.1%
Payout Ratio 10-point trend, -105.1% -7.2% -114.7% -6.4% -6.1% -2.9% -13.8% 160.1% 789.4% 107.5% 142.9%
Annual Payout 10-point trend, -95.5% $5M $5M $5M $5M $5M $54M $185M $106M $107M $105M

Finanzberichte Gewinn- und Verlustrechnung, Bilanz, Cashflow — jährlich, letzte 5 Jahre

Gewinn- und Verlustrechnung
2025-12-312024-12-312023-12-312022-12-312021-12-31
Umsatz $1.48B$1.45B$1.42B$1.39B$733M
Betriebsgewinnmarge % 3.0%5.8%2.7%1.1%-12.2%
Nettoergebnis $-66M$-4M$-78M$-87M$-185M
Verwässerte EPS $-0.90$-0.39$-0.93$-0.95$-1.80

Meine Kennzahlen Ihre persönliche Watchlist — ausgewählte Zeilen aus den vollständigen Fundamentaldaten

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Wählen Sie die Kennzahlen, die für Sie wichtig sind — klicken Sie auf das ➕ neben jeder Zeile in den vollständigen Fundamentaldaten oben.

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Institutionelle Eigentümer (13F) 313 Einreicher · $1.7B gesamt · Stand 30. Juni 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institutionelle Aktivität — Q2 2026 vs. Vorquartal
Neue Positionen Geschlossene Positionen Erhöht Abgenommen Nettoveränderung der Aktien
65 (+38 vs. Vorquartal) 18 (-10 vs. Vorquartal) 83 (-1 vs. Vorquartal) 88 (-7 vs. Vorquartal) +20.1M

Verglichen mit Q1 2026. SEC-Formular 13F-Einreichungen sind innerhalb von 45 Tagen nach Quartalsende fällig, zuzüglich einer kurzen Pufferzeit für verspätete Einreicher — Quartale, die noch in diesem Fenster liegen, werden zugunsten des letzten vollständig berichteten Paares übersprungen.

Institution Wert Aktien % der verfolgten 13F Typ
VANGUARD PORTFOLIO MANAGEMENT LLC $219.171.140 11.291.661 12,71% Aktien
UBS Group AG $146.536.746 7.549.549 8,50% Kaufoption
STATE STREET CORP $125.323.422 6.453.363 7,27% Aktien
VANGUARD CAPITAL MANAGEMENT LLC $95.646.366 4.927.685 5,55% Aktien
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $91.271.701 4.702.303 5,29% Aktien
EARNEST PARTNERS LLC $88.101.718 4.538.986 5,11% Aktien
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $61.652.876 3.176.346 3,58% Aktien
GEODE CAPITAL MANAGEMENT, LLC $61.050.500 3.144.702 3,54% Aktien
TWO SIGMA INVESTMENTS, LP $50.108.157 2.581.564 2,91% Aktien
WELLINGTON MANAGEMENT GROUP LLP $49.394.374 2.544.790 2,87% Aktien
D. E. Shaw & Co., Inc. $47.595.047 2.452.089 2,76% Aktien
Alyeska Investment Group, L.P. $47.592.020 2.451.933 2,76% Aktien
JPMORGAN CHASE & CO $43.163.689 2.231.835 2,50% Aktien
MILLENNIUM MANAGEMENT LLC $32.796.572 1.689.674 1,90% Aktien
DIMENSIONAL FUND ADVISORS LP $28.736.214 1.480.485 1,67% Aktien
Allianz Asset Management GmbH $26.741.662 1.377.726 1,55% Aktien
AEW CAPITAL MANAGEMENT L P $21.632.425 1.114.499 1,25% Aktien
CITADEL ADVISORS LLC $20.036.962 1.032.301 1,16% Aktien
TORONTO DOMINION BANK $18.690.588 962.936 1,08% Aktien
Woodline Partners LP $18.078.338 931.393 1,05% Aktien
BANK OF AMERICA CORP /DE/ $17.626.434 908.111 1,02% Aktien
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $15.498.439 798.477 0,90% Aktien
SCHRODER INVESTMENT MANAGEMENT GROUP $15.120.023 782.205 0,88% Aktien
NEW YORK STATE COMMON RETIREMENT FUND $14.847.020 764.916 0,86% Aktien
VANGUARD FIDUCIARY TRUST CO $14.458.703 744.910 0,84% Aktien
Nuveen Asset Management, LLC $13.469.025 994.024 0,78% Aktien
BAMCO INC /NY/ $12.114.887 624.157 0,70% Aktien
ENVESTNET ASSET MANAGEMENT INC $11.467.918 590.825 0,67% Aktien
AQR CAPITAL MANAGEMENT LLC $10.889.564 561.029 0,63% Aktien
NOMURA HOLDINGS INC $10.760.011 554.354 0,62% Aktien
Fisher Asset Management, LLC $10.284.601 529.861 0,60% Aktien
DONALD SMITH & CO., INC. $9.242.324 476.163 0,54% Aktien
VICTORY CAPITAL MANAGEMENT INC $8.605.792 443.369 0,50% Aktien
VANGUARD GROUP INC $8.265.106 730.133 0,48% Aktien
Verition Fund Management LLC $8.183.761 421.626 0,47% Aktien
Public Sector Pension Investment Board $7.565.804 389.789 0,44% Aktien
GOLDMAN SACHS GROUP INC $7.497.469 386.268 0,43% Aktien
TWO SIGMA ADVISERS, LP $7.492.425 661.875 0,43% Aktien
DUFF & PHELPS INVESTMENT MANAGEMENT CO $6.556.698 337.800 0,38% Aktien
RHUMBLINE ADVISERS $6.101.903 314.370 0,35% Aktien
FIRST TRUST ADVISORS LP $5.897.417 303.834 0,34% Aktien
AXA Investment Managers S.A. $5.852.615 513.838 0,34% Aktien
CAPITAL FUND MANAGEMENT S.A. $5.795.961 298.607 0,34% Aktien
AMERIPRISE FINANCIAL INC $5.523.858 284.581 0,32% Aktien
INTECH INVESTMENT MANAGEMENT LLC $5.320.455 274.109 0,31% Aktien
Context Capital Management, LLC $4.982.547 256.700 0,29% Aktien
KETTLE HILL CAPITAL MANAGEMENT, LLC $4.892.912 252.082 0,28% Aktien
State of New Jersey Common Pension Fund D $4.757.701 245.116 0,28% Aktien
ZACKS INVESTMENT MANAGEMENT $4.718.493 243.095 0,27% Aktien
ExodusPoint Capital Management, LP $4.482.914 230.959 0,26% Aktien
Swiss National Bank $4.417.949 227.612 0,26% Aktien
MARTINGALE ASSET MANAGEMENT L P $4.181.303 215.420 0,24% Aktien
MORGAN STANLEY $4.065.646 209.461 0,24% Aktien
Hudson Bay Capital Management LP $3.825.711 197.100 0,22% Aktien
NOMURA ASSET MANAGEMENT CO LTD $3.591.044 185.010 0,21% Aktien
HSBC HOLDINGS PLC $3.575.885 184.229 0,21% Aktien
CITIGROUP INC $3.161.520 162.881 0,18% Aktien
Holocene Advisors, LP $3.148.865 162.229 0,18% Aktien
Quantinno Capital Management LP $3.016.086 155.388 0,17% Aktien
STATE OF WISCONSIN INVESTMENT BOARD $2.994.982 154.301 0,17% Aktien
WINTON GROUP Ltd $2.868.798 147.800 0,17% Aktien
Quantbot Technologies LP $2.784.306 143.447 0,16% Aktien
PRUDENTIAL FINANCIAL INC $2.678.735 138.008 0,16% Aktien
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $2.527.473 130.215 0,15% Aktien
Boston Partners $2.479.260 127.731 0,14% Aktien
OPPENHEIMER ASSET MANAGEMENT INC. $2.434.771 125.439 0,14% Aktien
Sumitomo Mitsui Trust Group, Inc. $2.428.424 125.112 0,14% Aktien
Zurcher Kantonalbank (Zurich Cantonalbank) $2.283.625 117.652 0,13% Aktien
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $2.126.423 109.553 0,12% Aktien
LAZARD ASSET MANAGEMENT LLC $2.119.300 109.186 0,12% Aktien
BlackRock, Inc. $2.070.174 106.655 0,12% Aktien
Nebula Research & Development LLC $1.956.032 195.799 0,11% Aktien
Vanguard Investments Australia, Ltd. $1.951.054 100.518 0,11% Aktien
Lighthouse Investment Partners, LLC $1.941.000 100.000 0,11% Aktien
Voss Capital, LP $1.941.000 100.000 0,11% Aktien
LMR Partners LLP $1.941.000 100.000 0,11% Aktien
VANGUARD ASSET MANAGEMENT, Ltd $1.937.137 99.801 0,11% Aktien
WELLS FARGO & COMPANY/MN $1.932.382 99.556 0,11% Aktien
ALLIANCEBERNSTEIN L.P. $1.925.431 152.449 0,11% Aktien
Asset Management One Co., Ltd. $1.922.261 152.198 0,11% Aktien
Mitsubishi UFJ Asset Management Co., Ltd. $1.905.519 98.172 0,11% Aktien
NORDEA INVESTMENT MANAGEMENT AB $1.887.675 97.807 0,11% Aktien
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1.885.230 149.266 0,11% Aktien
RAYMOND JAMES FINANCIAL INC $1.867.358 96.206 0,11% Aktien
JUPITER ASSET MANAGEMENT LTD $1.859.478 95.800 0,11% Aktien
KORNITZER CAPITAL MANAGEMENT INC /KS $1.746.900 90.000 0,10% Aktien
ROYAL BANK OF CANADA $1.652.000 85.100 0,10% Kaufoption
Amundi $1.582.944 81.553 0,09% Aktien
Cetera Investment Advisers $1.513.339 77.967 0,09% Aktien
Corient Private Wealth LP $1.510.727 77.832 0,09% Aktien
RENAISSANCE TECHNOLOGIES LLC $1.413.048 72.800 0,08% Aktien
Campbell & CO Investment Adviser LLC $1.412.466 72.770 0,08% Aktien
Nuveen, LLC $1.358.370 69.983 0,08% Aktien
MetLife Investment Management, LLC $1.345.191 69.304 0,08% Aktien
SummitTX Capital, L.P. $1.335.680 68.814 0,08% Aktien
XTX Topco Ltd $1.324.228 68.224 0,08% Aktien
MACQUARIE GROUP LTD $1.188.435 61.228 0,07% Aktien
Performance Wealth Partners, LLC $1.183.602 60.979 0,07% Aktien
Penn Capital Management Company, LLC $1.182.283 60.911 0,07% Aktien
Illinois Municipal Retirement Fund $1.032.243 53.181 0,06% Aktien

Unternehmensinsider 11 Insider · 2 Führungskräfte · 8 Direktoren

Insider Rolle Letzte Aktivität Gehaltene Aktien Käufe 12m Verkäufe 12m Netto 12m
Jon E Bortz Chairman and CEO 12. Juni 2026 P 1.657.110 5 1 $1.178.400
Thomas Charles Fisher Co-President, C Investmt Ofcr 3. August 2026 S 285.163 0 1 $-770.000
Michael J Schall Direktor 1. Januar 2026 A 134.530 2 0 $209.300
Earl E Webb Direktor 1. Januar 2026 A 60.967 0 0 $0
Bonny W Simi Direktor 26. April 2019 A 2.500 0 0 $0
Phillip M. Miller Direktor 1. Januar 2019 A 15.211 0 0 $0
Ron E. Jackson Direktor 1. Januar 2019 A 39.411 0 0 $0
Laura Wright Direktor 1. Januar 2019 A 22.003 0 0 $0
Martin H. Nesbitt Direktor 25. März 2010 A 2.618 0 0 $0
Raymond D Martz 5. Februar 2026 A 219.306 0 0 $0
Cydney Donnell 1. Januar 2026 A 101.171 0 0 $0

Insider aus SEC-Einreichungen Form 3/4/5; Netto = nur P/S aus offenen Märkten

Aktivisten & 5%+-Eigentümer 2 Beteiligungen

Investoren mit SEC Schedule 13D — wirtschaftliches Eigentum über 5% mit der Absicht, Einfluss auf den Emittenten zu nehmen (aktivistische Beteiligungen, Board-Kampagnen, M&A). Jede Zeile zeigt den zuletzt bekannten Stand der Position dieses Melders.

Anmelder Eingereicht Beteiligung Status Zweck Einreichung
11. Juli 2018 Erste Einreichung SEC
Pebblebrook Hotel Trust. I.R.S. Employer Identification Number, Pebblebrook Hotel, L.P. 22. Juni 2018 Erste Einreichung M&A / Verkauf SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF-Besitz Gehalten von 63 ETFs

Gewichtung spiegelt nur direkte Aktienbestände (N-PORT) wider; gehebelte oder derivatbasierte Fonds können zusätzliche Swap-Exposure halten, die hier nicht angezeigt wird.

Fonds Gewicht Anteile Stand Quelle
XSVM · Invesco Exchange-Traded Fund Trust 0,83% 304.347 8. August 2026 Täglich
RZV · Invesco Exchange-Traded Fund Trust 0,71% 120.108 8. August 2026 Täglich
EPSV · Harbor ETF Trust 0,68% 2.402 NS 30. April 2026 N-PORT
SMIZ · Zacks Trust 0,53% 89.792 NS 31. Mai 2026 N-PORT
SVAL · iShares Trust 0,50% 55.970 SH 8. August 2026 Täglich
PSCF · Invesco Exchange-Traded Fund Trust … 0,44% 6.652 8. August 2026 Täglich
FYT · First Trust Exchange-Traded AlphaDE… 0,39% 50.930 NS 30. April 2026 N-PORT
FYX · First Trust Exchange-Traded AlphaDE… 0,25% 219.870 NS 30. April 2026 N-PORT
PFF · iShares Trust 0,25% 1.655.620 SH 8. August 2026 Täglich
VIOV · VANGUARD ADMIRAL FUNDS 0,24% 240.561 SH 8. August 2026 Täglich
BBRE · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 190.562 NS 31. Mai 2026 N-PORT
JPSE · J.P. Morgan Exchange-Traded Fund Tr… 0,23% 95.573 NS 30. April 2026 N-PORT
IJS · iShares Trust 0,22% 1.007.005 SH 8. August 2026 Täglich
SMDX · Tidal Trust III 0,21% 18.546 NS 30. April 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0,19% 295.919 8. August 2026 Täglich
EBIT · Harbor ETF Trust 0,17% 1.377 NS 30. April 2026 N-PORT
USRT · iShares Trust 0,17% 414.892 SH 8. August 2026 Täglich
VTWV · VANGUARD SCOTTSDALE FUNDS 0,14% 99.306 SH 8. August 2026 Täglich
IWN · iShares Trust 0,13% 1.049.840 SH 8. August 2026 Täglich
XJR · iShares Trust 0,13% 13.403 SH 8. August 2026 Täglich
NUSC · Nushares ETF Trust 0,13% 117.885 NS 30. April 2026 N-PORT
SCHH · SCHWAB STRATEGIC TRUST 0,12% 803.620 NS 31. Mai 2026 N-PORT
DFAR · Dimensional ETF Trust 0,12% 144.620 NS 30. April 2026 N-PORT
VNQ · VANGUARD SPECIALIZED FUNDS 0,12% 4.318.701 SH 8. August 2026 Täglich
VIOO · VANGUARD ADMIRAL FUNDS 0,12% 396.442 SH 8. August 2026 Täglich
FREL · FIDELITY COVINGTON TRUST 0,12% 122.995 NS 30. April 2026 N-PORT
FNDA · SCHWAB STRATEGIC TRUST 0,12% 689.980 NS 31. Mai 2026 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0,11% 16.049 8. August 2026 Täglich
IJR · iShares Trust 0,11% 6.801.320 SH 8. August 2026 Täglich
REET · iShares Trust 0,11% 294.529 SH 8. August 2026 Täglich
ERET · iShares Trust 0,11% 810 SH 8. August 2026 Täglich
GSSC · Goldman Sachs ETF Trust 0,10% 63.446 NS 31. Mai 2026 N-PORT
RWJ · Invesco Exchange-Traded Fund Trust … 0,10% 113.114 8. August 2026 Täglich
BBSC · J.P. Morgan Exchange-Traded Fund Tr… 0,09% 45.593 NS 30. April 2026 N-PORT
DFGR · Dimensional ETF Trust 0,08% 209.208 NS 30. April 2026 N-PORT
FAB · First Trust Exchange-Traded AlphaDE… 0,08% 7.873 NS 30. April 2026 N-PORT
SAA · ProShares Trust 0,08% 1.359 NS 31. Mai 2026 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0,07% 653.492 SH 8. August 2026 Täglich
ISCV · iShares Trust 0,06% 24.230 SH 8. August 2026 Täglich
IWM · iShares Trust 0,06% 2.726.733 SH 8. August 2026 Täglich
VBK · VANGUARD INDEX FUNDS 0,06% 1.428.985 SH 8. August 2026 Täglich
RSSL · Global X Funds 0,05% 48.792 NS 30. April 2026 N-PORT
ITWO · ProShares Trust 0,04% 5.298 NS 31. Mai 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0,04% 5.801 8. August 2026 Täglich
SCHA · SCHWAB STRATEGIC TRUST 0,04% 545.373 NS 31. Mai 2026 N-PORT
ISCB · iShares Trust 0,03% 4.908 SH 8. August 2026 Täglich
UWM · ProShares Trust 0,03% 4.143 NS 31. Mai 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,02% 1.302.256 SH 8. August 2026 Täglich
VB · VANGUARD INDEX FUNDS 0,02% 2.463.426 SH 8. August 2026 Täglich
WSML · iShares Trust 0,02% 7.136 SH 8. August 2026 Täglich