HWM
BHR

HB Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

HB Wealth 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
2026
Q2 		$49.1K Buy
22,723
+347
+2% +$831 ﹤0.01% 1680
2026
Q1 		$52.8K Sell
22,376
-919
-4% -$2.56K ﹤0.01% 1521
2025
Q4 		$66.9K Buy
23,295
+13
+0.1% +$35 ﹤0.01% 1377
2025
Q3 		$63.6K Sell
23,282
-18
-0.1% -$45 ﹤0.01% 1319
2025
Q2 		$57.1K Buy
23,300
+45
+0.2% +$99 ﹤0.01% 1145
2025
Q1 		$57.9K Buy
+23,255
New +$63.5K ﹤0.01% 1190

Other funds holding BHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
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
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HB Wealth Management's BHR Position: Q2 2026 in Review

HB Wealth Management increased its Braemar Hotels & Resorts (BHR) stake by 1.6% in Q2 2026, buying an estimated $831 and bringing the position to 22,723 shares worth $49.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1680.

HB Wealth Management first reported a position in BHR in Q1 2025 and has held it in 6 quarters since. The position peaked at $66.9K in Q4 2025. 128 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

  • HB Wealth Management held 22,723 shares of Braemar Hotels & Resorts worth $49.1K as of Q2 2026.
  • HB Wealth Management bought 347 Braemar Hotels & Resorts shares in Q2 2026, an estimated $831.
  • Braemar Hotels & Resorts made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1680 holding.
  • HB Wealth Management first reported a position in Braemar Hotels & Resorts in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Braemar Hotels & Resorts position peaked at $66.9K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.