Cornerstone Planning Group’s Braemar Hotels & Resorts BHR Stock Holding History

Cornerstone Planning Group’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	$603	Hold	279	–	–	﹤0.01%	1641
2026 Q1	$690	Hold	279	–	–	﹤0.01%	1560
2025 Q4	$762	Hold	279	–	–	﹤0.01%	1406
2025 Q3	$703	Hold	279	–	–	﹤0.01%	1403
2025 Q2	$597	Hold	279	–	–	﹤0.01%	1246
2025 Q1	$527	Hold	279	–	–	﹤0.01%	1285
2024 Q4	$711	Hold	279	–	–	﹤0.01%	1042
2024 Q3	$812	Hold	279	–	–	﹤0.01%	986
2024 Q2	$818	Hold	279	–	–	﹤0.01%	987
2024 Q1	$731	Buy	+279	New	+$616	﹤0.01%	846

Other funds holding BHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

CFM

Catalyst Funds Management Sydney NSW, Australia $1.78B AUM 107.3% 1-Year Est. Return

WVP

Worth Venture Partners Fort Lee, New Jersey $44.3M AUM 34.55% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

Cornerstone Planning Group's BHR Position: Q2 2026 in Review

Cornerstone Planning Group held its Braemar Hotels & Resorts (BHR) position steady in Q2 2026 at 279 shares worth $603. The position accounts for ﹤0.01% of the portfolio, ranked #1641.

Cornerstone Planning Group first reported a position in BHR in Q1 2024 and has held it in 10 quarters since. The position peaked at $818 in Q2 2024. 51 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

Cornerstone Planning Group held 279 shares of Braemar Hotels & Resorts worth $603 as of Q2 2026.
Cornerstone Planning Group left its Braemar Hotels & Resorts share count unchanged in Q2 2026.
Braemar Hotels & Resorts made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1641 holding.
Cornerstone Planning Group first reported a position in Braemar Hotels & Resorts in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Braemar Hotels & Resorts position peaked at $818 in Q2 2024.
51 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.