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Heritage Family Offices’s Choice Hotels CHH Stock Holding History

Heritage Family Offices’s Portfolio CHH Stock Details CHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,294
Closed -$218K – 206
2025
Q4 		$218K Sell
2,294
-400
-15% -$38.1K 0.1% 184
2025
Q3 		$288K Sell
2,694
-118
-4% -$14.4K 0.13% 146
2025
Q2 		$370K Hold
2,812
– – 0.19% 111
2025
Q1 		$373K Buy
2,812
+15
+0.5% +$2.14K 0.19% 110
2024
Q4 		$397K Sell
2,797
-277
-9% -$39.2K 0.2% 101
2024
Q3 		$401K Buy
3,074
+954
+45% +$120K 0.21% 102
2024
Q2 		$252K Buy
+2,120
New +$250K 0.14% 137

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VC
Voss Capital Houston, Texas $2.15B AUM 33.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Heritage Family Offices's CHH Position: Q1 2026 in Review

Heritage Family Offices sold out of Choice Hotels (CHH) in Q1 2026, closing a stake of 2,294 shares — an estimated $218K sold.

Heritage Family Offices first reported a position in CHH in Q2 2024 and held it in 7 quarters. The position peaked at $401K in Q3 2024. 330 funds tracked by Wall St. Rank hold CHH as of Q1 2026.

  • Heritage Family Offices reported no remaining Choice Hotels position as of Q1 2026 after selling out during the quarter.
  • Heritage Family Offices sold 2,294 Choice Hotels shares in Q1 2026, an estimated $218K.
  • Heritage Family Offices first reported a position in Choice Hotels in Q2 2024 and held it in 7 quarters.
  • Heritage Family Offices's Choice Hotels position peaked at $401K in Q3 2024.
  • 330 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.