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Essential Partners’s Braemar Hotels & Resorts BHR Stock Holding History

Essential Partners’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
Q3 		$600 Sell
359
-327
-48% -$657 ﹤0.01% 2340
2026
Q2 		$1.48K Buy
686
+351
+105% +$841 ﹤0.01% 2090
2026
Q1 		$791 Buy
335
+329
+5,483% +$916 ﹤0.01% 2311
2025
Q4 		$17 Buy
+6
New +$16 ﹤0.01% 2725

Other funds holding BHR

Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.61B AUM 22.22% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's BHR Position: Q3 2026 in Review

Essential Partners reduced its Braemar Hotels & Resorts (BHR) stake by 48% in Q3 2026, selling an estimated $657 and leaving 359 shares worth $600. The position accounts for ﹤0.01% of the portfolio, ranked #2340.

Essential Partners first reported a position in BHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.48K in Q2 2026. 9 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

  • Essential Partners held 359 shares of Braemar Hotels & Resorts worth $600 as of Q3 2026.
  • Essential Partners sold 327 Braemar Hotels & Resorts shares in Q3 2026, an estimated $657.
  • Braemar Hotels & Resorts made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2340 holding.
  • Essential Partners first reported a position in Braemar Hotels & Resorts in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Braemar Hotels & Resorts position peaked at $1.48K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.