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 Q2	$114	Hold	53	–	–	﹤0.01%	602
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 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

Fortis Group Advisors's BHR Position: Q2 2026 in Review

Fortis Group Advisors held its Braemar Hotels & Resorts (BHR) position steady in Q2 2026 at 53 shares worth $114. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Fortis Group Advisors first reported a position in BHR in Q3 2020 and has held it in 13 quarters since. The position peaked at $266 in Q4 2023. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

Fortis Group Advisors held 53 shares of Braemar Hotels & Resorts worth $114 as of Q2 2026.
Fortis Group Advisors left its Braemar Hotels & Resorts share count unchanged in Q2 2026.
Braemar Hotels & Resorts made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #602 holding.
Fortis Group Advisors first reported a position in Braemar Hotels & Resorts in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Braemar Hotels & Resorts position peaked at $266 in Q4 2023.
128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

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