Bank of America (PEB holder) reports 4.1M-share Pebblebrook Hotel Trust stake
Rhea-AI Filing Summary
Bank of America Corporation, through certain wholly owned subsidiaries, reported beneficial ownership of 4,113,311 Pebblebrook Hotel Trust common shares, representing 3.7% of the class, based on 112,451,844 shares outstanding as of June 30, 2026. The reporting group has shared voting power over 3,580,832 shares and shared dispositive power over 3,592,043 shares, with no sole voting or dispositive power. The filing is made on behalf of Bank of America Corporation and subsidiaries including BofA Securities, Inc., Bank of America N.A., Merrill Lynch International, Merrill Lynch Pierce Fenner & Smith, Inc., and U.S. Trust Co. of Delaware.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 4,113,311 shares
Ownership percentage: 3.7%
Shares outstanding: 112,451,844 shares
+2 more
5 metrics
Beneficially owned shares
4,113,311 shares
Bank of America Corporation beneficial ownership in Pebblebrook Hotel Trust
Ownership percentage
3.7%
Portion of Pebblebrook Hotel Trust common shares class held by Bank of America
Shares outstanding
112,451,844 shares
Pebblebrook Hotel Trust common shares outstanding as of June 30, 2026
Shared voting power
3,580,832 shares
Pebblebrook Hotel Trust shares over which Bank of America has shared voting power
Shared dispositive power
3,592,043 shares
Pebblebrook Hotel Trust shares over which Bank of America has shared dispositive power
Key Terms
beneficial ownership, shared voting power, shared dispositive power, dispositive power, +1 more
5 terms
beneficial ownership financial
"The beneficial ownership calculation relies on the 112,451,844 outstanding shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
dispositive power financial
"Sole Dispositive Power 0.00 | Shared Dispositive Power 3,592,043.00"
Dispositive power is the authority to decide the final outcome of an asset, legal claim, contract, or corporate action — in effect the power to dispose of or resolve something. For investors it matters because whoever holds that authority can determine who gets paid, who controls an asset or vote, and how risks and returns are allocated; think of it like holding the key that lets you lock in the winner or loser in a deal.
parent holding company financial
"If a parent holding company has filed this schedule"
FAQ
What percentage of Pebblebrook Hotel Trust (PEB) does Bank of America report owning?
Bank of America reports beneficial ownership of 3.7% of Pebblebrook Hotel Trust’s common shares. This is based on 112,451,844 shares outstanding as of June 30, 2026, as disclosed in the issuer’s Form 10-Q.
What dispositive power does Bank of America hold over its Pebblebrook Hotel Trust (PEB) position?
Bank of America reports 0 shares with sole dispositive power and 3,592,043 shares with shared dispositive power. Dispositive power refers to the authority to dispose of or direct the disposition of the shares.
Which Bank of America subsidiaries are included in the Pebblebrook Hotel Trust (PEB) ownership report?
The statement is filed by Bank of America Corporation on behalf of itself and subsidiaries including BofA Securities, Inc., Bank of America N.A., Merrill Lynch International, Merrill Lynch Pierce Fenner & Smith, Inc., and U.S. Trust Co of Delaware.
How was Bank of America’s ownership percentage in Pebblebrook Hotel Trust (PEB) calculated?
The 3.7% ownership percentage is based on 112,451,844 Pebblebrook Hotel Trust common shares outstanding. This share count comes from the issuer’s Form 10-Q filed July 29, 2026, reporting totals as of June 30, 2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.