EverSource Wealth Advisors’s Braemar Hotels & Resorts BHR Stock Holding History

EverSource Wealth Advisors’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	$2.19K	Sell	1,014 -2,730	-73%	-$6.54K	﹤0.01%	3690
2026 Q1	$8.84K	Buy	3,744 +191	+5%	+$532	﹤0.01%	2982
2025 Q4	$10.2K	Sell	3,553 -345	-9%	-$930	﹤0.01%	2787
2025 Q3	$10.6K	Sell	3,898 -3,376	-46%	-$8.53K	﹤0.01%	2794
2025 Q2	$17.8K	Buy	7,274 +6,711	+1,192%	+$14.7K	﹤0.01%	2387
2025 Q1	$1.4K	Buy	563 +9	+2%	+$25	﹤0.01%	3093
2024 Q4	$1.66K	Buy	554 +14	+3%	+$45	﹤0.01%	2785
2024 Q3	$1.67K	Hold	540	–	–	﹤0.01%	2597
2024 Q2	$1.92K	Hold	540	–	–	﹤0.01%	2562
2024 Q1	$1.47K	Buy	540 +273	+102%	+$603	﹤0.01%	2466
2023 Q4	$668	Sell	267 -1,931	-88%	-$4.8K	﹤0.01%	2468
2023 Q3	$6.09K	Buy	+2,198	New	+$6.82K	﹤0.01%	1627

Other funds holding BHR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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 London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EverSource Wealth Advisors's BHR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Braemar Hotels & Resorts (BHR) stake by 73% in Q2 2026, selling an estimated $6.54K and leaving 1,014 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #3690.

EverSource Wealth Advisors first reported a position in BHR in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.8K in Q2 2025. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

EverSource Wealth Advisors held 1,014 shares of Braemar Hotels & Resorts worth $2.19K as of Q2 2026.
EverSource Wealth Advisors sold 2,730 Braemar Hotels & Resorts shares in Q2 2026, an estimated $6.54K.
Braemar Hotels & Resorts made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3690 holding.
EverSource Wealth Advisors first reported a position in Braemar Hotels & Resorts in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Braemar Hotels & Resorts position peaked at $17.8K in Q2 2025.
128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.