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
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 $5.72T AUM 30.48% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 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

HB Wealth Management's BHR Position: Q1 2026 in Review

HB Wealth Management reduced its Braemar Hotels & Resorts (BHR) stake by 3.9% in Q1 2026, selling an estimated $2.56K and leaving 22,376 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

HB Wealth Management first reported a position in BHR in Q1 2025 and has held it in 5 quarters since. The position peaked at $66.9K in Q4 2025. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

  • HB Wealth Management held 22,376 shares of Braemar Hotels & Resorts worth $52.8K as of Q1 2026.
  • HB Wealth Management sold 919 Braemar Hotels & Resorts shares in Q1 2026, an estimated $2.56K.
  • Braemar Hotels & Resorts made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1521 holding.
  • HB Wealth Management first reported a position in Braemar Hotels & Resorts in Q1 2025 and has held it in 5 quarters since.
  • HB Wealth Management's Braemar Hotels & Resorts position peaked at $66.9K in Q4 2025.
  • 136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.