Carson Wealth (CWM LLC)
BHR

Carson Wealth (CWM LLC)’s Braemar Hotels & Resorts BHR Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$16.5K Buy
6,974
+4,928
+241% +$13.7K ﹤0.01% 4533
2025
Q4 		$6K Buy
2,046
+462
+29% +$1.25K ﹤0.01% 4733
2025
Q3 		$4K Buy
1,584
+222
+16% +$561 ﹤0.01% 4789
2025
Q2 		$3K Buy
1,362
+9
+0.7% +$20 ﹤0.01% 4742
2025
Q1 		$3K Sell
1,353
-346
-20% -$944 ﹤0.01% 4600
2024
Q4 		$5K Buy
1,699
+166
+11% +$538 ﹤0.01% 4175
2024
Q3 		$5K Buy
1,533
+77
+5% +$242 ﹤0.01% 4065
2024
Q2 		$4K Buy
1,456
+284
+24% +$748 ﹤0.01% 3932
2024
Q1 		$2K Sell
1,172
-290
-20% -$641 ﹤0.01% 3932
2023
Q4 		$4K Sell
1,462
-845
-37% -$2.1K ﹤0.01% 3571
2023
Q3 		$6K Buy
2,307
+2,095
+988% +$6.5K ﹤0.01% 3346
2023
Q2 		$1K Hold
212
– – ﹤0.01% 3909
2023
Q1 		$1K Hold
212
– – ﹤0.01% 3773
2022
Q4 		$1K Buy
212
+185
+685% +$759 ﹤0.01% 3696
2022
Q3 		$0 Buy
+27
New +$137 ﹤0.01% 3907
2018
Q4 		– Sell
-17
Closed – – 2101
2018
Q3 		$0 Hold
17
– – ﹤0.01% 1842
2018
Q2 		$0 Hold
17
– – ﹤0.01% 1689
2018
Q1 		$0 Hold
17
– – ﹤0.01% 1411
2017
Q4 		$0 Hold
17
– – ﹤0.01% 1457
2017
Q3 		$0 Hold
17
– – ﹤0.01% 1470
2017
Q2 		$0 Hold
17
– – ﹤0.01% 1200
2017
Q1 		$0 Buy
+17
New +$211 ﹤0.01% 1175

Other funds holding BHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 374.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
LIP
Landmark Investment Partners West Palm Beach, Florida $399M AUM 2.32% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BHR Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Braemar Hotels & Resorts (BHR) stake by 241% in Q1 2026, buying an estimated $13.7K and bringing the position to 6,974 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4533.

Carson Wealth (CWM LLC) first reported a position in BHR in Q1 2017 and has held it in 22 quarters since. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,974 shares of Braemar Hotels & Resorts worth $16.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,928 Braemar Hotels & Resorts shares in Q1 2026, an estimated $13.7K.
  • Braemar Hotels & Resorts made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4533 holding.
  • Carson Wealth (CWM LLC) first reported a position in Braemar Hotels & Resorts in Q1 2017 and has held it in 22 quarters since.
  • 136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.