Corient Private Wealth
BHR

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

Corient 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 		– Sell
-106,106
Closed -$250K – 3062
2026
Q1 		$250K Buy
106,106
+54,616
+106% +$152K ﹤0.01% 2422
2025
Q4 		$148K Buy
51,490
+15,395
+43% +$41.5K ﹤0.01% 2478
2025
Q3 		$98.5K Buy
+36,095
New +$91.2K ﹤0.01% 2448

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

Corient Private Wealth's BHR Position: Q2 2026 in Review

Corient Private Wealth sold out of Braemar Hotels & Resorts (BHR) in Q2 2026, closing a stake of 106,106 shares — an estimated $250K sold.

Corient Private Wealth first reported a position in BHR in Q3 2025 and held it in 3 quarters. The position peaked at $250K in Q1 2026. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

  • Corient Private Wealth reported no remaining Braemar Hotels & Resorts position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 106,106 Braemar Hotels & Resorts shares in Q2 2026, an estimated $250K.
  • Corient Private Wealth first reported a position in Braemar Hotels & Resorts in Q3 2025 and held it in 3 quarters.
  • Corient Private Wealth's Braemar Hotels & Resorts position peaked at $250K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.