Wellington Management Amends Pebblebrook Hotel Trust Stake

TL;DR

**Wellington Management Group just updated its stake in Pebblebrook Hotel Trust.**

AI Summary

Wellington Management Group LLP, a Boston-based investment firm, filed an amended SC 13G/A on February 8, 2024, indicating a change in their beneficial ownership of Pebblebrook Hotel Trust (PEB) common stock as of December 29, 2023. This filing, Amendment No. 2, updates their previous disclosures regarding their holdings in the real estate investment trust. This matters to investors because significant changes in institutional ownership can signal shifts in market sentiment or investment strategy towards Pebblebrook Hotel Trust.

Why It Matters

Changes in major institutional holdings can influence stock price and reflect a large investor's updated view on the company's prospects.

Risk Assessment

Risk Level: low — This filing is a routine update on institutional ownership and does not inherently signal high risk, though the underlying change in ownership could be positive or negative.

Analyst Insight

Investors should monitor subsequent filings (like the full 13F) from Wellington Management Group LLP to understand the exact nature and size of their updated stake in Pebblebrook Hotel Trust, and consider if this aligns with their own investment thesis for PEB.

Key Players & Entities

• Wellington Management Group LLP (company) — the reporting person and institutional investor
• Pebblebrook Hotel Trust (company) — the subject company (issuer) whose securities are being reported
• December 29, 2023 (date) — the date of the event requiring the filing
• February 8, 2024 (date) — the filing date of the SC 13G/A
• 70509V100 (other) — CUSIP Number for Pebblebrook Hotel Trust Common Stock

FAQ

Filing Documents

• SEC13G_Filing.htm (SC 13G/A) — 35KB
• 0000902219-24-000110.txt ( ) — 37KB

From the Filing

SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 2 ) * Pebblebrook Hotel Trust (Name of Issuer) Common Stock (Title of Class of Securities) 70509V100 (CUSIP Number) December 29, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [X] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.) CUSIP No. 70509V100 1. NAMES OF REPORTING PERSONS Wellington Management Group LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Massachusetts NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,802,687 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,845,857 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,845,857 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.68% 12. TYPE OF REPORTING PERSON HC CUSIP No. 70509V100 1. NAMES OF REPORTING PERSONS Wellington Group Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,802,687 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,845,857 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,845,857 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.68% 12. TYPE OF REPORTING PERSON HC CUSIP No. 70509V100 1. NAMES OF REPORTING PERSONS Wellington Investment Advisors Holdings LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,802,687 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,845,857 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,845,857 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.68% 12. TYPE OF REPORTING PERSON HC CUSIP No. 70509V100 1. NAMES OF REPORTING PERSONS Wellington Management Company LLP 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (a) [ ] (b) [ ] 3. SEC USE ONLY 4. CITIZENSHIP OR PLACE OF ORGANIZATION Delaware NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH 5. SOLE VOTING POWER 0 6. SHARED VOTING POWER 5,693,547 7. SOLE DISPOSITIVE POWER 0 8. SHARED DISPOSITIVE POWER 6,716,305 9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 6,716,305 10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES [ ] 11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9) 5.57% 12. TYPE OF REPORTING PERSON IA Item 1. (a) Name of Issuer Pebblebrook Hotel Trust (b) Address of Issuer's Principal Executive Offices 4747 Bethesda Avenue Suite 1100 Bethesda, MD 20814 Item 2. (a) Name of Person Filing Wellington Management Group LLP Wellington Group Holdings LLP Wellington Investment Advisors Holdings LLP Wellington Management Company LLP (b) Address of Principal Business Office or, if None, Residence c/o Wellington Management Company LLP 280 Congress Street Boston, MA 02210 (c) Citizenship Wellington Management Group LLP - Massachusetts Wellington Group Holdings LLP - Delaware Wellington Investment Advisors Holdings LLP - Delaware Wellington Management Company LLP - Delaware (d) Title of Class of Securities Common Stock (e) CUSIP Number 70509V100 Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a: (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o). (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c). (c) [ ] Insurance Company as def

View Full Filing

View this SC 13G/A filing on SEC EDGAR