Ironwood Investment Management’s Braemar Hotels & Resorts BHR Stock Holding History

Ironwood Investment 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	$1.02M	Hold	431,444	–	–	0.42%	73
2025 Q4	$1.24M	Hold	431,444	–	–	0.52%	62
2025 Q3	$1.18M	Buy	431,444 +29,000	+7%	+$73.3K	0.51%	66
2025 Q2	$986K	Hold	402,444	–	–	0.48%	67
2025 Q1	$1M	Hold	402,444	–	–	0.55%	59
2024 Q4	$1.21M	Buy	402,444 +25,162	+7%	+$81.5K	0.6%	57
2024 Q3	$1.17M	Hold	377,282	–	–	0.57%	58
2024 Q2	$962K	Sell	377,282 -116,000	-24%	-$305K	0.51%	63
2024 Q1	$987K	Buy	493,282 +83,500	+20%	+$184K	0.48%	60
2023 Q4	$1.02M	Buy	409,782 +29,439	+8%	+$73.2K	0.54%	53
2023 Q3	$1.05M	Buy	380,343 +39,000	+11%	+$121K	0.64%	50
2023 Q2	$1.37M	Sell	341,343 -22,731	-6%	-$89.7K	0.79%	36
2023 Q1	$1.41M	Hold	364,074	–	–	0.88%	35
2022 Q4	$1.5M	Buy	364,074 +52,350	+17%	+$215K	0.99%	29
2022 Q3	$1.34M	Hold	311,724	–	–	0.94%	33
2022 Q2	$1.34M	Hold	311,724	–	–	0.89%	33
2022 Q1	$1.93M	Hold	311,724	–	–	1.05%	23
2021 Q4	$1.59M	Sell	311,724 -8,000	-3%	-$39.3K	0.79%	39
2021 Q3	$1.55M	Sell	319,724 -2,916	-0.9%	-$15.2K	0.8%	34
2021 Q2	$2M	Buy	322,640 +20,000	+7%	+$123K	1.01%	22
2021 Q1	$1.84M	Hold	302,640	–	–	0.97%	23
2020 Q4	$1.4M	Buy	302,640 +11,578	+4%	+$40.6K	0.82%	36
2020 Q3	$728K	Buy	291,062 +5,969	+2%	+$15.1K	0.52%	75
2020 Q2	$815K	Buy	285,093 +94,137	+49%	+$273K	0.63%	57
2020 Q1	$325K	Buy	190,956 +93,231	+95%	+$618K	0.33%	109
2019 Q4	$873K	Sell	97,725 -5,871	-6%	-$54.9K	0.6%	51
2019 Q3	$963K	Buy	103,596 +25,529	+33%	+$232K	0.72%	43
2019 Q2	$765K	Hold	78,067	–	–	0.6%	61
2019 Q1	$944K	Buy	78,067 +8,585	+12%	+$96.2K	0.77%	43
2018 Q4	$614K	Buy	69,482 +27,270	+65%	+$272K	0.57%	65
2018 Q3	$492K	Hold	42,212	–	–	0.34%	103
2018 Q2	$477K	Hold	42,212	–	–	0.34%	110
2018 Q1	$406K	Hold	42,212	–	–	0.3%	124
2017 Q4	$407K	Sell	42,212 -22,725	-35%	-$217K	0.29%	121
2017 Q3	$611K	Hold	64,937	–	–	0.43%	89
2017 Q2	$662K	Buy	64,937 +1,515	+2%	+$15.5K	0.48%	82
2017 Q1	$666K	Hold	63,422	–	–	0.5%	78
2016 Q4	$857K	Sell	63,422 -15	-0%	-$199	0.63%	59
2016 Q3	$886K	Buy	63,437 +15	+0%	+$223	0.68%	56
2016 Q2	$888K	Hold	63,422	–	–	0.67%	62
2016 Q1	$733K	Hold	63,422	–	–	0.48%	87
2015 Q4	$911K	Sell	63,422 -3	-0%	-$43	0.38%	92
2015 Q3	$881K	Buy	63,425 +35,963	+131%	+$512K	0.32%	93
2015 Q2	$408K	Hold	27,462	–	–	0.09%	125
2015 Q1	$456K	Buy	27,462 +81	+0.3%	+$1.35K	0.08%	129
2014 Q4	$465K	Hold	27,381	–	–	0.08%	129
2014 Q3	$413K	Hold	27,381	–	–	0.07%	131
2014 Q2	$465K	Sell	27,381 -202	-0.7%	-$3.19K	0.07%	134
2014 Q1	$413K	Buy	27,583 +2,020	+8%	+$33.4K	0.06%	134
2013 Q4	$461K	Buy	+25,563	New	+$500K	0.06%	130

Other funds holding BHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ironwood Investment Management's BHR Position: Q1 2026 in Review

Ironwood Investment Management held its Braemar Hotels & Resorts (BHR) position steady in Q1 2026 at 431,444 shares worth $1.02M. The position accounts for 0.42% of the portfolio, ranked #73.

Ironwood Investment Management first reported a position in BHR in Q4 2013 and has held it in 50 quarters since. The position peaked at $2M in Q2 2021. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

Ironwood Investment Management held 431,444 shares of Braemar Hotels & Resorts worth $1.02M as of Q1 2026.
Ironwood Investment Management left its Braemar Hotels & Resorts share count unchanged in Q1 2026.
Braemar Hotels & Resorts made up 0.42% of Ironwood Investment Management's portfolio in Q1 2026, its #73 holding.
Ironwood Investment Management first reported a position in Braemar Hotels & Resorts in Q4 2013 and has held it in 50 quarters since.
Ironwood Investment Management's Braemar Hotels & Resorts position peaked at $2M in Q2 2021.
136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on Ironwood Investment Management's 13F filing for Q1 2026, filed 15 May 2026.