Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Hospitality Properties Trust (HPO)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2019   Q3 0 0.00 Sell 100.00% 0.08 SEC
2019   Q2 596,856 0.08 Add 0.02% $25.00 $14,921,000 SEC
2019   Q1 596,722 0.09 Add 1.02% <0.01 $26.31 $15,700,000 SEC
2018   Q4 590,723 0.08 $23.88 $14,106,000 SEC
2018   Q3 590,723 0.08 $28.84 $17,036,000 SEC
2018   Q2 590,723 0.09 $28.61 $16,901,000 SEC
2018   Q1 590,723 0.08 Add 0.50% <0.01 $25.34 $14,969,000 SEC
2017   Q4 587,765 0.09 Add 0.18% <0.01 $29.85 $17,545,000 SEC
2017   Q3 586,728 0.09 $28.49 $16,716,000 SEC
2017   Q2 586,728 0.09 Add 0.02% $29.15 $17,103,000 SEC
2017   Q1 586,622 0.10 Add 0.23% <0.01 $31.53 $18,496,000 SEC
2016   Q4 585,290 0.11 Reduce 0.39% <0.01 $31.74 $18,577,000 SEC
2016   Q3 587,608 0.11 Reduce 0.06% <0.01 $29.72 $17,464,000 SEC
2016   Q2 587,962 0.11 $28.80 $16,933,000 SEC
2016   Q1 587,962 0.10 Add 0.23% <0.01 $26.56 $15,616,000 SEC
2015   Q4 586,621 0.10 Reduce 0.18% <0.01 $26.15 $15,340,000 SEC
2015   Q3 587,696 0.10 Add 0.05% <0.01 $25.58 $15,033,000 SEC
2015   Q2 587,397 0.10 Add 0.15% <0.01 $28.82 $16,929,000 SEC
2015   Q1 586,524 0.11 Reduce 50.06% 0.10 $32.99 $19,349,000 SEC
2014   Q4 1,174,495 0.20 Reduce 40.97% 0.12 $31.00 $36,409,000 SEC
2014   Q3 1,989,531 0.30 Add 7.24% 0.02 $26.85 $53,419,000 SEC
2014   Q2 1,855,220 0.32 Add 8.71% 0.03 $30.40 $56,399,000 SEC
2014   Q1 1,706,653 0.29 Add 13.40% 0.03 $28.72 $49,015,000 SEC
2013   Q4 1,504,933 0.25 Reduce 13.33% 0.04 $27.03 $40,678,000 SEC
2013   Q3 1,736,364 0.33 Reduce 0.65% <0.01 $28.30 $49,139,000 SEC
2013   Q2 1,747,731 0.32 Reduce 3.61% 0.01 $26.28 $45,930,000 SEC
2013   Q1 1,813,186 0.36 Reduce 0.68% <0.01 $27.44 $49,754,000 SEC
2012   Q4 1,825,562 0.36 Add 3.87% 0.01 $23.42 $42,755,000 SEC
2012   Q3 1,757,601 0.36 Reduce 12.67% 0.07 $23.78 $41,796,000 SEC
2012   Q2 2,012,672 0.59 Reduce 3.70% 0.02 $24.77 $49,854,000 SEC
2012   Q1 2,090,079 0.58 Reduce 10.53% 0.06 $26.47 $55,324,000 SEC
2011   Q4 2,336,160 0.59 Add 7.47% 0.04 $22.98 $53,685,000 SEC
2011   Q3 2,173,842 0.56 Reduce 17.36% 0.10 $21.23 $46,151,000 SEC
2011   Q2 2,630,458 0.59 Reduce 8.73% 0.05 $24.25 $63,789,000 SEC
2011   Q1 2,882,074 0.59 Reduce 2.53% 0.02 $23.15 $66,720,000 SEC
2010   Q4 2,956,784 0.67 Add 38.52% 0.19 $23.04 $68,124,000 SEC
2010   Q3 2,134,607 0.51 Add 3.44% 0.02 $22.33 $47,666,000 SEC
2010   Q2 2,063,632 0.48 Reduce 0.71% <0.01 $21.10 $43,543,000 SEC
2010   Q1 2,078,357 0.47 Add 738.63% 0.41 $23.95 $49,777,000 SEC
2009   Q4 247,827 0.07 Buy 0.07 $23.71 $5,876,000 SEC