PEB at a glance
Pebblebrook Hotel Trust (PEB, SEC CIK 1474098) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on October 1, 2026 and Form 4 insider filings as recently as August 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Pebblebrook Hotel Trust (PEB) reported revenue of $1.5 billion (up 1.5% from FY2024) and a net loss of $65.8 million. Diluted EPS was -$0.90.
- As of June 30, 2026, 33 institutional investment managers tracked by SignalX reported holding Pebblebrook Hotel Trust (PEB) shares worth $1.5 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Fisher Thomas Charles on August 3, 2026 of 40,000 shares at $19.25 per share.
- In the last 90 days, PEB insiders reported 0 open-market purchases ($0) and 1 open-market sale ($770K) on Form 4, a net sale of $770K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.5B
- +1.5% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$770K
- 13F holders
- 33 funds
- $1.5B · +3 vs prior quarter
- Latest 8-K
- Oct 1, 2026
- Item 5.02 · Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Internally managed hotel investment REIT focused on acquiring upper-upscale full-service hotels and resorts in major U.S. gateway coastal and leisure markets
- No new products or segments introduced; emphasis on strategic locations with barriers-to-entry and flexible third-party hotel management contracts to maximize ROI
- Strategic focus on opportunistic acquisitions, redevelopments, and co-investments to enhance portfolio diversification and risk-adjusted returns
- Portfolio includes 44 hotels with 11,052 guest rooms as of Dec 31, 2025; employs 52 full-time staff, reflecting shape as an asset manager rather than operator
- Majority-owned Curator Hotel & Resort Collection consolidated this year, offering an owner-centric lifestyle hotel platform distinct from prior filings
Risk Factors
- Risks related to compliance with REIT qualification under U.S. federal income tax laws potentially impacting distributions and operations
- Exposure to regional lodging industry downturns in major urban and resort markets adversely affecting financial condition
- Reliance on third-party hotel management companies with risk of operational inefficiencies and costly contract termination fees
- Competitive pressure in upper-upscale hotel sector from firms with greater resources reducing occupancy and RevPAR
- Debt service obligations with balloon payments and restrictive covenants risking asset foreclosure and limiting distributions to shareholders
Management Discussion & Analysis
- Revenue $533M, up $22.2M YoY; growth driven by reopened resorts, demand recovery at SF, offset by $3.1M decrease from 2 sold properties
- Operating expenses rose $24.6M; includes higher wages and operations costs, partially offset by $2.4M savings from sold properties; depreciation down $1.9M
- Impairment losses $48.9M in 2025 vs $48.1M in 2024; interest expense down $9.1M due to $7.4M extinguishment gain
- Net cash from ops $249.7M vs $275.0M; invested $97.4M capex, received $102.6M from property sales; repurchased $71.4M common shares, $10.1M preferred shares; paid $51.9M dividends
- Management forecasts $65M-$75M capex in 2026; $150M common share repurchase program authorized; key risks include ongoing renovation impacts and lease obligations totaling $1.8B
AI summary of the PEB 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue decreased $0.4M YoY; non-comparable property sales reduced revenue $19.7M
- Same-property RevPAR $259.41 vs $243.52; occupancy 79.4% vs 78.1%
- Best performers: resort properties, including Paradise Point, Estancia La Jolla, LaPlaya, and Newport Harbor Island
- Net income $24.9M vs $19.3M; Hotel EBITDA $123.8M vs $121.0M
- Capital deployment: $12.9M common-share and $28.6M preferred-share repurchases; $40.0M mortgage repayment; $43.5M hotel sale
- Near-term outlook cautious amid uncertain macroeconomic environment despite growing business and leisure demand
Risk Factors
- No material changes from 2025 Form 10-K risk factors
- Common-share repurchases: $137.1 million remaining under $150.0 million authorization as of June 30, 2026
- Preferred-share repurchases: $45.6 million remaining under $100.0 million authorization as of June 30, 2026
- Convertible debt exposure: 1.625% Convertible Senior Notes due 2030
- Senior debt exposure: 6.375% Senior Notes due 2029
AI summary of the PEB 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Bill Bayless joined Pebblebrook’s Board on October 1, 2026, bringing 35+ years of real estate and capital-markets experience
- Bayless previously co-founded American Campus Communities and helped lead its nearly $13 billion sale to Blackstone in 2022
Item 7.01: Regulation FD Disclosure
- Bill Bayless elected to Pebblebrook Hotel Trust’s Board
- Board addition may strengthen hospitality-sector governance and strategic oversight
Item 7.01: Regulation FD Disclosure
- Board-authorized cash dividends declared for common and preferred shares
- Dividend announcement signals continued distributions across PEB, PEB-PE, PEB-PF, PEB-PG and PEB-PH
Item 8.01: Other Events
- Common dividend $0.01 per share for quarter ending September 30, 2026
- Preferred dividends payable October 15, 2026 to September 30 record-date holders
Item 7.01: Regulation FD Disclosure
- Third-quarter 2026 results scheduled for October 29, 2026, after market close
- Earnings conference call set for October 30, 2026, at 9:00 AM ET
AI summaries of PEB 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for PEB
Don't miss the next PEB filing
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- Fund moves. Which tracked funds opened, added or cut PEB, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fisher Thomas Charles | Sell | Aug 3, 2026 | 40,000 | $19.25 |
| BORTZ JON E | Buy | Jun 12, 2026 | 20,000 | $18.18 |
| BORTZ JON E | Buy | Jun 11, 2026 | 20,000 | $17.73 |
| BORTZ JON E | Buy | Jun 10, 2026 | 20,000 | $17.23 |
| BORTZ JON E | Buy | Jun 9, 2026 | 20,000 | $17.09 |
| BORTZ JON E | Buy | Jun 8, 2026 | 20,000 | $16.84 |
| Jones Nina P | A | Mar 2, 2026 | 3,876 | - |
| Fisher Thomas Charles | A | Feb 5, 2026 | 56,218 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.4B | $1.5B | $1.5B |
| Operating Income | $37.8M | $84.0M | $43.8M |
| Net Income | - | -$4.2M | -$65.8M |
| Op. Margin | 2.7% | 5.8% | 3.0% |
| Net Margin | - | -0.3% | -4.5% |
| Balance Sheet | |||
| Total Assets | $5.8B | $5.7B | $5.3B |
| Equity | $2.8B | $2.7B | $2.5B |
| ROE | - | -0.2% | -2.7% |
| Per Share | |||
| EPS | $-0.93 | $-0.39 | $-0.90 |
| Cash Flow | |||
| Operating CF | $236.2M | $275.0M | $249.7M |
Source: XBRL data in Pebblebrook Hotel Trust (PEB)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate PEB share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 33 | $1.53B |
| Q1 2026 | 30 | $956.3M |
| Q4 2025 | 29 | $857.4M |
| Q3 2025 | 29 | $896.5M |
| Q2 2025 | 30 | $715.9M |
| Q1 2025 | 26 | $460.9M |
| Q4 2024 | 22 | $516.1M |
| Q3 2024 | 20 | $331.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 219 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
PEB filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 1, 2026 | - | Analysis | - |
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 8-K | Sep 11, 2026 | - | Analysis | - |
| 4 | Aug 4, 2026 | - | - | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 12, 2026 | - | - | - |
| 4 | Jun 9, 2026 | - | - | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 2, 2026 | - | Analysis | |
| 8-K | May 28, 2026 | - | Analysis | |
| SC 13G | May 14, 2026 | - | - | |
| SC 13G | May 12, 2026 | - | - | |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 28, 2026 | - | Analysis | - |
| 10-Q | Apr 28, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Mar 16, 2026 | - | Analysis | - |
| 8-K | Mar 10, 2026 | - | Analysis | - |
| 4 | Mar 2, 2026 | - | - | - |
| 10-K | Feb 25, 2026 | Dec 31, 2025 | Analysis | |
| 8-K | Feb 25, 2026 | - | Analysis | - |
| SC 13G | Feb 17, 2026 | - | - | |
| SC 13G | Feb 17, 2026 | - | - |
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PEB SEC filings: frequently asked questions
Are PEB insiders buying or selling?
In the last 90 days, Pebblebrook Hotel Trust (PEB) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $770,120 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold PEB stock?
As of June 30, 2026, the largest Pebblebrook Hotel Trust (PEB) holders among the 13F filers tracked by SignalX were BlackRock ($386.4 million), Vanguard Portfolio Management LLC ($219.2 million), T. Rowe Price Group ($166.6 million), State Street Corp ($125.3 million), Vanguard Capital Management LLC ($95.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was PEB's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Pebblebrook Hotel Trust (PEB) reported revenue of $1.5 billion (up 1.5% from FY2024) and a net loss of $65.8 million. Diluted EPS was -$0.90. The figures come from the XBRL data in the 10-K.
What are the main risks in PEB's latest 10-K?
In the 10-K filed February 25, 2026, Pebblebrook Hotel Trust (PEB) flagged: Risks related to compliance with REIT qualification under U.S. federal income tax laws potentially impacting distributions and operations. Exposure to regional lodging industry downturns in major urban and resort markets adversely affecting financial condition. (AI summary of the Risk Factors section.)
What did PEB report in its latest 8-K?
Pebblebrook Hotel Trust (PEB) filed an 8-K on October 1, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers) and Item 7.01 (Regulation FD Disclosure). Bill Bayless joined Pebblebrook’s Board on October 1, 2026, bringing 35+ years of real estate and capital-markets experience.
What are the latest PEB SEC filings?
Pebblebrook Hotel Trust (PEB) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on October 1, 2026 and a Form 4 insider filing on August 4, 2026.
What is PEB's SEC CIK number?
Pebblebrook Hotel Trust (PEB)'s SEC Central Index Key (CIK) is 1474098. EDGAR lists every PEB filing under that number.
Ask anything about PEB
The research agent reads PEB's filings, financials, insider trades and 13F holders, then answers with sources.