Jacobs Levy Equity Management
BHR

Jacobs Levy Equity Management’s Braemar Hotels & Resorts BHR Stock Holding History

Jacobs Levy Equity 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 		$927K Buy
392,817
+246,273
+168% +$686K ﹤0.01% 720
2025
Q4 		$421K Buy
146,544
+44,918
+44% +$121K ﹤0.01% 826
2025
Q3 		$277K Buy
+101,626
New +$257K ﹤0.01% 888
2022
Q4 		– Sell
-475,032
Closed -$2.04M – 945
2022
Q3 		$2.04M Sell
475,032
-107,373
-18% -$544K 0.02% 556
2022
Q2 		$2.5M Buy
+582,405
New +$3.29M 0.02% 552
2022
Q1 		– Sell
-118,574
Closed -$605K – 1000
2021
Q4 		$605K Buy
+118,574
New +$582K ﹤0.01% 814
2020
Q3 		– Sell
-13,580
Closed -$39K – 1028
2020
Q2 		$39K Buy
+13,580
New +$39.4K ﹤0.01% 1026
2020
Q1 		– Sell
-90,312
Closed -$806K – 1009
2019
Q4 		$806K Buy
90,312
+56,075
+164% +$524K 0.01% 722
2019
Q3 		$318K Buy
34,237
+3,838
+13% +$34.8K ﹤0.01% 771
2019
Q2 		$298K Buy
30,399
+4,767
+19% +$56.6K ﹤0.01% 814
2019
Q1 		$310K Buy
+25,632
New +$287K ﹤0.01% 837
2016
Q2 		– Sell
-69,560
Closed -$804K – 1159
2016
Q1 		$804K Buy
69,560
+18,463
+36% +$196K 0.02% 616
2015
Q4 		$734K Sell
51,097
-60,569
-54% -$869K 0.01% 506
2015
Q3 		$1.55M Buy
111,666
+53,295
+91% +$759K 0.03% 409
2015
Q2 		$868K Buy
58,371
+26,866
+85% +$422K 0.02% 486
2015
Q1 		$523K Sell
31,505
-12,962
-29% -$217K 0.01% 576
2014
Q4 		$756K Buy
44,467
+386
+0.9% +$6.42K 0.01% 547
2014
Q3 		$665K Buy
+44,081
New +$721K 0.01% 561

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

Jacobs Levy Equity Management's BHR Position: Q1 2026 in Review

Jacobs Levy Equity Management increased its Braemar Hotels & Resorts (BHR) stake by 168% in Q1 2026, buying an estimated $686K and bringing the position to 392,817 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Jacobs Levy Equity Management first reported a position in BHR in Q3 2014 and has held it in 18 quarters since. The position peaked at $2.5M in Q2 2022. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

  • Jacobs Levy Equity Management held 392,817 shares of Braemar Hotels & Resorts worth $927K as of Q1 2026.
  • Jacobs Levy Equity Management bought 246,273 Braemar Hotels & Resorts shares in Q1 2026, an estimated $686K.
  • Braemar Hotels & Resorts made up ﹤0.01% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #720 holding.
  • Jacobs Levy Equity Management first reported a position in Braemar Hotels & Resorts in Q3 2014 and has held it in 18 quarters since.
  • Jacobs Levy Equity Management's Braemar Hotels & Resorts position peaked at $2.5M in Q2 2022.
  • 136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.