What smart money is saying about Pebblebrook Hotel Trust
No fund has written a full thesis on Pebblebrook Hotel Trust in our archive, but 3 fund letters report a position in it — most recently Baron Real Estate Income Fund in September 2026.
Get an email when a fund buys, sells or pitches it
Fund signal · last 12 months
3 lettersToo few moves on Pebblebrook Hotel Trust yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 3 fund letters reported a position in Pebblebrook Hotel Trust, with 3 buys (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 0 |
| Q2 2026 | 2 | 2 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 3 moves
- New positionBaron Real Estate Income FundSeptember 2026
“Hotel REITs (2.8%) • We continue to believe hotel REITs are well positioned to benefit from cyclical and secular tailwinds, which should support strong fundamentals and share price performance. • The Fund maintains a position in Host Hotels & Resorts, Inc., the world’s largest lodging REIT according to the company’s website. We view the company favorably due to its portfolio of premier hotels in attractive locations, which we expect to generate strong growth over time, combined with a strong, liquid investment-grade balance sheet. Current valuations appear compelling. • In 2026, the Fund re-initiated a position in Pebblebrook Hotel Trust, a leading owner of 44 luxury and upper-upscale lifestyle hotels across 13 urban and resort markets.”
Pebblebrook Hotel Trust - June 2026
“In 2026, the Fund re-initiated a position in Pebblebrook Hotel Trust , a leading owner of 44 luxury and upper-upscale lifestyle hotels across 13 urban and resort markets.”
Pebblebrook Hotel Trust - June 2026
“Hotel REITs (5.1%) We believe hotel REITs are well positioned to benefit from a favorable “trifecta” of cyclical, secular, and 2026-specific tailwinds, which should support strong fundamentals and share price performance. The Strategy maintains a position in Host Hotels & Resorts, Inc. , the world’s largest lodging REIT according to the company’s website. We view the company favorably due to its portfolio of premier hotels in attractive locations, which we expect to generate strong growth over time, combined with a strong, liquid investment-grade balance sheet. Current valuations appear compelling. In 2026, the Strategy re-initiated a position in Pebblebrook Hotel Trust , a leading owner of 44 luxury and upper-upscale lifestyle hotels across 13 urban and resort markets.”
Pebblebrook Hotel Trust
Read the letters behind these Pebblebrook Hotel Trust positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→