BHPW
BHR

Beverly Hills Private Wealth’s Braemar Hotels & Resorts BHR Stock Holding History

Beverly Hills Private Wealth’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24K Hold
11,131
– – ﹤0.01% 253
2026
Q1 		$26.3K Hold
11,131
– – ﹤0.01% 345
2025
Q4 		$31.9K Hold
11,131
– – 0.01% 331
2025
Q3 		$30.4K Hold
11,131
– – 0.01% 342
2025
Q2 		$27.3K Hold
11,131
– – 0.01% 339
2025
Q1 		$27.7K Buy
11,131
+205
+2% +$560 0.01% 338
2024
Q4 		$32.8K Buy
10,926
+168
+2% +$544 0.01% 333
2024
Q3 		$33.2K Buy
10,758
+145
+1% +$455 0.01% 336
2024
Q2 		$27.1K Buy
10,613
+211
+2% +$555 0.01% 348
2024
Q1 		$20.8K Buy
10,402
+231
+2% +$510 ﹤0.01% 354
2023
Q4 		$25.4K Buy
10,171
+171
+2% +$425 0.01% 332
2023
Q3 		$27.7K Buy
+10,000
New +$31K 0.01% 291

Other funds holding BHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Beverly Hills Private Wealth's BHR Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Braemar Hotels & Resorts (BHR) position steady in Q2 2026 at 11,131 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Beverly Hills Private Wealth first reported a position in BHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $33.2K in Q3 2024. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

  • Beverly Hills Private Wealth held 11,131 shares of Braemar Hotels & Resorts worth $24K as of Q2 2026.
  • Beverly Hills Private Wealth left its Braemar Hotels & Resorts share count unchanged in Q2 2026.
  • Braemar Hotels & Resorts made up ﹤0.01% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #253 holding.
  • Beverly Hills Private Wealth first reported a position in Braemar Hotels & Resorts in Q3 2023 and has held it in 12 quarters since.
  • Beverly Hills Private Wealth's Braemar Hotels & Resorts position peaked at $33.2K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.