Among active 13F managers last quarter, 8 opened and 27 added, while 17 reduced; the largest holder to move was Price T Rowe Associates Inc (+49%). Over the last 180 days, 1 insider bought and 1 insider sold, a net +$971K in open-market trades.
Funds lean in and no leg opposes.
249 tracked 13F filers disclose a position in PEB as of the latest SEC 13F filings, a combined $2.1B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 19.9M | $386.4M | ▼−2.2% Reduced · −446K sh | Q2 2026 | |
| 2 | Vanguard Portfolio Management LLC | 11.3M | $219.2M | ▲+0.2% Added · +23K sh | Q2 2026 | |
| 3 | Price T Rowe Associates Inc | 8.6M | $166.6M | ▲+49% Added · +2.8M sh | Q2 2026 | |
| 4 | State Street Corp | 6.5M | $125.3M | ▼−0.8% Reduced · −56K sh | Q2 2026 | |
| 5 | JPMorgan Chase & Co | 5.5M | $69.1M | ▲+5.7% Added · +297K sh | Q1 2026 | |
| 6 | T. Rowe Price Investment Management, Inc. | 5.5M | Withheld | ▼−9.9% Reduced · −597K sh | Q2 2026 | |
| 7 | Vanguard Capital Management LLC | 4.9M | $95.6M | ▼−2.0% Reduced · −103K sh | Q2 2026 | |
| 8 | Earnest Partners LLC | 4.5M | $88.1M | ▼−2.4% Reduced · −114K sh | Q2 2026 | |
| 9 | Geode Capital Management, LLC | 3.6M | $69.4M | ▲+17% Added · +513K sh | Q2 2026 | |
| 10 | Bank Of America Corp | 3.3M | $42.1M | ▲+4.7% Added · +149K sh | Q1 2026 | |
| 11 | Duff & Phelps Investment Management Co | 3.2M | $40.2M | ▲New +3.2M sh | Q1 2026 | |
| 12 | Charles Schwab Investment Management Inc | 2.9M | $36.7M | ▲+3.5% Added · +98K sh | Q1 2026 | |
| 13 | UBS Group AG | 2.6M | $33.5M | ▼−2.6% Reduced · −70K sh | Q1 2026 | |
| 14 | Millennium Management LLC | 2.5M | $31.6M | ▼−21% Reduced · −653K sh | Q1 2026 | |
| 15 | Two Sigma Investments, LP | 2.5M | $31.2M | ▲+148% Added · +1.5M sh | Q1 2026 | |
| 16 | Alyeska Investment Group, L.P. | 2.5M | $47.6M | ▼−60% Reduced · −3.7M sh | Q2 2026 | |
| 17 | Arrowstreet Capital, Limited Partnership | 2.2M | $27.2M | ▲+52% Added · +736K sh | Q1 2026 | |
| 18 | Legal & General Group Plc | 2.1M | $25.9M | ▼−20% Reduced · −516K sh | Q1 2026 | |
| 19 | Aew Capital Management L P | 1.7M | $33.5M | ▲+8.0% Added · +127K sh | Q2 2026 | |
| 20 | Northern Trust Corp | 1.5M | $18.7M | ▲+1.3% Added · +19K sh | Q1 2026 | |
| 21 | Franklin Templeton Inc | 1.5M | $18.7M | ▲+41% Added · +427K sh | Q1 2026 | |
| 22 | Morgan Stanley | 1.4M | $18.2M | ▼−16% Reduced · −273K sh | Q1 2026 | |
| 23 | Dimensional Fund Advisors LP | 1.3M | $17.0M | ▼−16% Reduced · −259K sh | Q1 2026 | |
| 24 | Allianz Asset Management GmbH | 1.2M | $14.7M | ▲+14% Added · +139K sh | Q1 2026 | |
| 25 | Schroder Investment Management Group | 1.2M | $14.5M | ▲10× Added · +1.0M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 8 funds opened a new position in PEB and 27 added to an existing one, while 17 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 130 funds | $233.6B |
| Amazon.com IncAMZN | 130 funds | $181.5B |
| Nvidia CorpNVDA | 127 funds | $375.5B |
| Alphabet Inc-CL AGOOGL | 126 funds | $163.8B |
| Meta Platforms Inc-Class AMETA | 125 funds | $97.7B |
| Apple IncAAPL | 124 funds | $266.7B |
| Micron Technology IncMU | 124 funds | $54.5B |
| Lam Research CorpLRCX | 124 funds | $45.8B |
| Applied Materials IncAMAT | 123 funds | $41.2B |
| Costco Wholesale CorpCOST | 123 funds | $32.7B |
| Eli Lilly & CoLLY | 122 funds | $75.4B |
| Unitedhealth Group IncUNH | 122 funds | $30.2B |
Ranked by how many of PEB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in PEB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 3, 2026 | Fisher Thomas Charles | Co-President, C Investmt Ofcr | Sell (S) | 40K | $770K |
| Jun 12, 2026 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 20K | $364K |
| Jun 11, 2026 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 20K | $355K |
| Jun 10, 2026 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 20K | $345K |
| Jun 9, 2026 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 20K | $342K |
| Jun 8, 2026 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 20K | $337K |
| Dec 15, 2025 | Bortz Jon E | Chairman and CEO, Director | Sell (S) | 50K | $563K |
| Nov 19, 2025 | Schall Michael J | Director | Buy (P) | 10K | $109K |
| Aug 19, 2025 | Schall Michael J | Director | Buy (P) | 10K | $101K |
| Jun 6, 2025 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 5K | $48K |
| May 30, 2025 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 18K | $165K |
| May 27, 2025 | Bortz Jon E | Chairman and CEO, Director | Buy (P) | 6K | $54K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 43 | 45 | – |
Insiders Form 4 open-market | 1 | 1 | +$971K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| PEBthis pagecs | 249 funds | $2.1B |
| PEB 1.75 12/15/26Sovereign/Corporate | 35 funds | $288.7M |
| PEB 6.3 PERP FREIT | 27 funds | $76.4M |
| PEB 6.375 PERP EPreferred | 26 funds | $46.5M |
| 70509VAB61.625 01/15/30 CVT | 1 funds | $10.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for PEB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/PEB/capital-change-brief"
Use Arkolith's capital_change_brief for PEB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for PEB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.