FGA
BHR

Fortis Group Advisors’s Braemar Hotels & Resorts BHR Stock Holding History

Fortis Group 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
Q1 		$125 Hold
53
– – ﹤0.01% 565
2025
Q4 		$152 Hold
53
– – ﹤0.01% 558
2025
Q3 		$145 Hold
53
– – ﹤0.01% 513
2025
Q2 		$130 Hold
53
– – ﹤0.01% 506
2025
Q1 		$132 Hold
53
– – ﹤0.01% 475
2024
Q4 		$159 Hold
53
– – ﹤0.01% 485
2024
Q3 		$164 Hold
53
– – ﹤0.01% 478
2024
Q2 		$135 Hold
53
– – ﹤0.01% 480
2024
Q1 		$106 Sell
53
-53
-50% -$117 ﹤0.01% 495
2023
Q4 		$266 Buy
106
+53
+100% +$132 ﹤0.01% 433
2023
Q3 		$147 Buy
+53
New +$165 ﹤0.01% 430
2020
Q3 		$0 Buy
+53
New +$134 ﹤0.01% 446

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $2.12B AUM 1.81% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LIP
Landmark Investment Partners West Palm Beach, Florida $139M AUM 16.97% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return