GM
BHR

GeoWealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

GeoWealth Management’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
2025
Q1 		– Sell
-349
Closed -$1.05K – 1133
2024
Q4 		$1.05K Buy
349
+128
+58% +$415 ﹤0.01% 1696
2024
Q3 		$682 Buy
+221
New +$694 ﹤0.01% 1616

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return

GeoWealth Management's BHR Position: Q1 2025 in Review

GeoWealth Management sold out of Braemar Hotels & Resorts (BHR) in Q1 2025, closing a stake of 349 shares — an estimated $1.05K sold.

GeoWealth Management first reported a position in BHR in Q3 2024 and held it in 2 quarters. The position peaked at $1.05K in Q4 2024. 121 funds tracked by Wall St. Rank hold BHR as of Q1 2025.

  • GeoWealth Management reported no remaining Braemar Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 349 Braemar Hotels & Resorts shares in Q1 2025, an estimated $1.05K.
  • GeoWealth Management first reported a position in Braemar Hotels & Resorts in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Braemar Hotels & Resorts position peaked at $1.05K in Q4 2024.
  • 121 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.