Hersha Hospitality Trust (HT) Ownership

9.99 ↑0.00 (0.00%)
As of November 27, 2023, 3:59pm EST.

Institutional Ownership

Beryl Capital Management LLC is the biggest individual institutional holder of Hersha Hospitality Trust (HT), owning a total of 2.4 million shares. Combined, the top 46 institutional holders of HT own 81.85% of the company with a total of 32.9 million shares.

In the latest ownership report on September 30th 2023, the top 46 institutional holders increased their combined ownership of HT by 7.8 million shares. 12 institutions bought 9,817,796 total additional shares and increased their ownership by an average of 185.22%. However 7 institutions sold 1,980,903 total shares and decreased their ownership by an average of 14.2%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Hersha Hospitality Trust increased by a net total of 7,836,893 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Beryl Capital Management LLC6.060%0.000%2,441,8432,441,8432023-09-30
BlackRock Inc6.008%-34.632%2,420,984-1,282,6262023-09-30
Glazer Capital, LLC5.033%0.000%2,028,1172,028,1172023-09-30
Vanguard Group Inc4.208%-10.876%1,695,834-206,9442023-09-30
Goldman Sachs Group Inc3.825%314.087%1,541,1071,168,9372023-09-30
Pentwater Capital Management LP2.730%0.000%1,100,0001,100,0002023-09-30
Prudential Financial Inc2.429%-25.227%978,707-330,2002023-09-30
State Street Corporation2.427%-3.944%978,048-40,1532023-09-30
Schonfeld Strategic Advisors LLC2.034%0.000%819,442819,4422023-09-30
Geode Capital Management, LLC1.680%3.026%677,05319,8872023-09-30
New York Life Investment Management LLC1.555%0.000%626,754626,7542023-09-30
Dimensional Fund Advisors, Inc.1.386%9.287%558,49147,4582023-09-30
Intrinsic Edge Capital Management, LLC1.373%0.000%553,40702023-09-30
Capula Management Ltd1.222%0.000%492,295492,2952023-09-30
Rock Point Advisors, LLC1.209%-1.805%487,315-8,9552023-09-30
Nuveen Asset Management, LLC1.096%-13.752%441,669-70,4252023-09-30
Two Sigma Advisers, LLC1.020%-9.190%411,053-41,6002023-09-30
Gabelli Funds LLC0.968%0.000%390,150390,1502023-09-30
Qube Research & Technologies0.931%1,896.280%375,140356,3482023-09-30
First Trust Capital Management L.P.0.810%0.000%326,565326,5652023-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Beryl Capital Management LLC6.060%0.000%2,441,8432,441,8432023-09-30
BlackRock Inc6.008%-34.632%2,420,984-1,282,6262023-09-30
Glazer Capital, LLC5.033%0.000%2,028,1172,028,1172023-09-30
Vanguard Group Inc4.208%-10.876%1,695,834-206,9442023-09-30
Goldman Sachs Group Inc3.825%314.087%1,541,1071,168,9372023-09-30
Millennium Management LLC3.667%-20.473%1,470,559-378,5602023-06-30
Amvescap Plc.3.571%545.529%1,423,9721,203,3822022-12-31
Pentwater Capital Management LP2.730%0.000%1,100,0001,100,0002023-09-30
Prudential Financial Inc2.429%-25.227%978,707-330,2002023-09-30
State Street Corporation2.427%-3.944%978,048-40,1532023-09-30
Schonfeld Strategic Advisors LLC2.034%0.000%819,442819,4422023-09-30
LSV Asset Management1.763%0.000%706,97902023-06-30
Geode Capital Management, LLC1.680%3.026%677,05319,8872023-09-30
Jacobs Levy Equity Management, Inc.1.583%19.672%634,954104,3752023-06-30
New York Life Investment Management LLC1.555%0.000%626,754626,7542023-09-30
Bank of Montreal1.429%2,823.830%566,697547,3152022-06-30
BMO Capital Markets Corp.1.429%0.000%566,697566,6972022-06-30
Dimensional Fund Advisors, Inc.1.386%9.287%558,49147,4582023-09-30
Intrinsic Edge Capital Management, LLC1.373%0.000%553,40702023-09-30
LDR Capital Management, LLC1.327%-15.487%526,146-96,4172022-09-30
Renaissance Technologies Corp1.311%71.249%525,562218,6622023-06-30
JANE STREET GROUP, LLC1.293%0.000%518,565518,5652023-03-31
Capula Management Ltd1.222%0.000%492,295492,2952023-09-30
Rock Point Advisors, LLC1.209%-1.805%487,315-8,9552023-09-30
1060 Capital1.122%-57.310%447,233-600,3992022-12-31
Nuveen Asset Management, LLC1.096%-13.752%441,669-70,4252023-09-30
Two Sigma Investments LLC1.093%245.010%438,432311,3542023-03-31
Susquehanna International Group, LLP1.084%-9.363%434,905-44,9262023-06-30
D. E. Shaw & Co LP1.064%-11.083%426,772-53,1942023-06-30
Charles Schwab Investment Management Inc1.061%-8.600%423,175-39,8172022-12-31
Ameriprise Financial Inc1.031%-17.410%413,349-87,1362023-03-31
Bank of New York Mellon Corp1.033%19.781%411,71167,9912022-12-31
Two Sigma Advisers, LLC1.020%-9.190%411,053-41,6002023-09-30
Soviero Asset Management, LP1.028%-37.879%410,000-250,0002023-03-31
Palogic Value Management LP0.997%30.170%399,66692,6322023-06-30
Gabelli Funds LLC0.968%0.000%390,150390,1502023-09-30
AQR Capital Management LLC0.960%2.459%385,0959,2412023-06-30
Qube Research & Technologies0.931%1,896.280%375,140356,3482023-09-30
Acadian Asset Management LLC0.917%207.363%367,787248,1282023-03-31
Ilmarinen Mutual Pension Insurance Co0.920%0.000%367,00002022-12-31
Fuller & Thaler Asset Management Inc0.896%0.000%359,135359,1352023-06-30
Morgan Stanley - Brokerage Accounts0.848%-16.307%340,156-66,2752023-06-30
O'Keefe Stevens Advisory, Inc.0.832%-3.419%331,742-11,7452023-03-31
Northern Trust Corp0.833%-20.623%331,039-86,0082022-12-31
First Trust Capital Management L.P.0.810%0.000%326,565326,5652023-09-30
Natixis SA0.756%-45.407%300,260-249,7402022-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Hersha Hospitality Trust (HT), owning a total of 2.5 million shares. Combined, the top 72 mutual fund holders of HT own 41.25% of the company with a total of 16.5 million shares.

In the latest ownership report on October 31st 2023, the top 72 fund holders increased their combined ownership of HT by 1 million shares. 9 funds bought 320,476 total additional shares and increased their ownership by an average of 53.87%. However 7 funds sold 1,317,672 total shares and decreased their ownership by an average of 28.79%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Hersha Hospitality Trust decreased by a net total of -997,196 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Total Stock Mkt Idx Inv2.689%0.000%1,083,53602023-10-31
iShares Russell 2000 ETF1.815%1.006%727,9517,2502023-10-31
IQ Merger Arbitrage ETF1.631%-1.038%654,269-6,8612023-10-31
Vanguard Institutional Extnd Mkt Idx Tr1.137%8.635%458,00936,4072023-10-31
Fidelity Small Cap Index0.757%0.610%305,1371,8512023-10-31
Fidelity® Small Cap Index0.757%0.610%305,1371,8512023-10-31
iShares Russell 2000 Value ETF0.722%-0.065%289,653-1882023-10-31
DFA Real Estate Securities I0.598%0.000%241,05602023-10-31
CREF Stock R10.581%-26.376%234,054-83,8502023-10-31
Xtrackers S&P 500 Swap ETF 1C0.514%0.000%207,013207,0132023-10-31
DFA Global Real Estate Securities Port0.454%0.000%183,03402023-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.407%3.802%163,8186,0002023-10-31
Fidelity® Extended Market Index0.352%-19.650%141,648-34,6412023-10-31
State St Russell Sm Cap® Indx SL Cl I0.296%0.000%119,31502023-10-31
Invesco FTSE RAFI US 1500 Small-Mid ETF0.287%0.132%115,1101522023-10-31
Vanguard Russell 2000 ETF0.237%5.347%95,4924,8472023-10-31
AST Prudential Growth Allocation Port0.217%-54.546%87,500-105,0002023-10-31
Morningstar Alternatives0.166%464.707%66,96355,1052023-10-31
Fidelity® Total Market Index0.147%0.000%59,39702023-10-31
Carmignac Pf Merger Arbitrage I EUR Acc0.139%0.000%55,96502023-10-31
Allspring Factor Enhanced Small Cap Eq0.069%0.000%27,61502023-10-31
Fidelity Small Cap Value Index0.061%-1.945%24,706-4902023-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr0.058%-97.906%23,243-1,086,6422023-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Small-Cap ETF6.343%0.009%2,520,3472362023-02-28
Vanguard Total Stock Mkt Idx Inv2.689%0.000%1,083,53602023-10-31
Invesco S&P SmallCap Value with Momt ETF2.381%0.000%946,22602023-02-28
iShares Russell 2000 ETF1.815%1.006%727,9517,2502023-10-31
IQ Merger Arbitrage ETF1.631%-1.038%654,269-6,8612023-10-31
Vanguard Tax-Managed Small Cap Adm1.539%0.000%605,71702023-02-28
iShares S&P Small-Cap 600 Value ETF1.499%0.000%595,75802023-02-28
Vanguard Extended Market Index Investor1.321%1.587%529,7478,2732023-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.137%8.635%458,00936,4072023-10-31
Fuller & Thaler Behavrl Micro-Cap Core0.896%0.000%359,135359,1352023-06-30
First Trust Merger Arbitrage Cl I0.796%0.000%320,599320,5992023-09-30
Fidelity Small Cap Index0.757%0.610%305,1371,8512023-10-31
Fidelity® Small Cap Index0.757%0.610%305,1371,8512023-10-31
SPDR® S&P 600 Small Cap Value ETF0.764%0.000%303,43102023-02-28
iShares Russell 2000 Value ETF0.722%-0.065%289,653-1882023-10-31
Invesco S&P SmallCap 600® Pure Value ETF0.716%0.000%284,34802023-02-28
Schwab Fundamental US Small Company ETF0.659%0.080%261,6402082023-02-28
BlackRock Advantage Small Cap Core Instl0.637%0.000%255,64102023-07-31
EHP Global Arbitrage Alternative Cl F0.620%0.000%250,000250,0002023-08-31
DFA Real Estate Securities I0.598%0.000%241,05602023-10-31
CREF Stock R10.581%-26.376%234,054-83,8502023-10-31
Russell Inv Tax-Managed US Mid&Sm Cap S0.565%0.000%223,90202022-12-31
Xtrackers S&P 500 Swap ETF 1C0.514%0.000%207,013207,0132023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF0.464%0.000%184,22602023-02-28
DFA Global Real Estate Securities Port0.454%0.000%183,03402023-10-31
AMOne Fisher US Micro Equity Fund0.411%1,675.330%165,638156,3082023-08-10
Fisher US Small Cap Opportunities0.413%0.000%165,63802023-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.407%3.802%163,8186,0002023-10-31
Principal SmallCap S&P 600 Idx SP0.405%1.818%159,4672,8472023-02-28
Vanguard S&P Small-Cap 600 ETF0.393%2.947%154,5574,4242023-02-28
Columbia Int SC Value - Zero Fee Class0.381%0.000%151,034151,0342022-09-30
Fidelity® Extended Market Index0.352%-19.650%141,648-34,6412023-10-31
Harbor Mid Cap Value Instl0.344%0.000%137,90002023-06-30
LSV Asset Mgt Md-Cap Val Eq0.344%0.000%137,90002023-06-30
Thrivent Real Estate Securities0.330%36.573%132,45335,4702023-07-31
Columbia Trust Integrated Sm Cp Val Zero0.329%1.429%131,7291,8562023-03-31
Columbia Integrated Small Cap Value0.330%-1.937%131,696-2,6012023-05-31
State St Russell Sm Cap® Indx NL Cl C0.298%0.000%119,31502023-09-30
State St Russell Sm Cap® Indx SL Cl I0.296%0.000%119,31502023-10-31
Vanguard VIF Small Co Gr0.299%10.060%119,20410,8962023-03-31
PGIM QS US Small Cap Core Equity Cl 40.288%-6.139%116,200-7,6002023-09-30
Invesco FTSE RAFI US 1500 Small-Mid ETF0.287%0.132%115,1101522023-10-31
PGIM Quant International Small Cap Eq0.256%0.000%103,100103,1002023-09-30
PGIM Quant Small Cap value Equity0.256%10.150%103,1009,5002023-09-30
PGIM Quant Solutions Small-Cap Val Z0.257%0.000%103,10002023-09-30
GDL Fund0.248%0.000%100,000100,0002023-09-30
Vanguard Russell 2000 ETF0.237%5.347%95,4924,8472023-10-31
NT R2000 Value Index Fund - NL0.230%1.673%92,6041,5242023-09-30
NT R2000 Index Fund - NL0.228%1.435%91,8271,2992023-09-30
AST Prudential Growth Allocation Port0.217%-54.546%87,500-105,0002023-10-31
LDR Real Estate Value Opportunity Instl0.211%-31.604%85,009-39,2802023-09-30
BlackRock Extended Mkt Composite0.194%0.706%78,2285482023-09-30
NT R2000 Index Fund - DC - NL - 20.180%1.541%72,5941,1022023-09-30
BlackRock Extended Equity Market K0.168%-0.219%67,577-1482023-09-30
Morningstar Alternatives0.166%464.707%66,96355,1052023-10-31
Empower PGIM Mid Cap Quant Core Eq SP0.163%-39.744%65,800-43,4002023-09-30
Fidelity® Total Market Index0.147%0.000%59,39702023-10-31
Northern Trust Russell 2000 Value Index0.143%-3.993%57,711-2,4002023-09-30
NT R2000 Value Index Fund - L0.143%-3.993%57,711-2,4002023-09-30
Carmignac Pf Merger Arbitrage I EUR Acc0.139%0.000%55,96502023-10-31
Franklin U.S. Small Cap Equity I0.130%-21.690%52,319-14,4912023-09-30
iMGP Alt Strats Instl0.115%0.000%46,15046,1502023-09-30
Russell Personalized DI All Cap SMA0.077%0.000%30,94402023-09-30
AMOne DIAM World REIT Index Fund D1M0.071%0.000%28,56502023-06-13
Northern Trust Extended Eq Market Idx0.069%0.000%27,84702023-09-30
Allspring Factor Enhanced Small Cap Eq0.069%0.000%27,61502023-10-31
T. Rowe Price Total Equity Market Idx0.069%0.000%27,60002023-09-30
AXS Merger Fd I0.065%0.000%26,30026,3002023-09-30
LVIP SSgA Small Cap Index Std0.062%0.000%24,94102023-09-30
Fidelity Small Cap Value Index0.061%-1.945%24,706-4902023-10-31
RBC Microcap Value I0.060%11.628%24,0002,5002023-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr0.058%-97.906%23,243-1,086,6422023-10-31

Discussions

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im_drank9/13/23 06:42am

$HT Markets about as efficient as a retirement home

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bredjohnson8/8/23 12:22pm

$HT where’s the WSB guys at? Still sleeping?

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