LPL Financial
BHR

LPL Financial’s Braemar Hotels & Resorts BHR Stock Holding History

LPL Financial’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 		$68.4K Hold
29,000
– – ﹤0.01% 5738
2025
Q4 		$83.2K Hold
29,000
– – ﹤0.01% 5640
2025
Q3 		$79.2K Sell
29,000
-21,775
-43% -$55K ﹤0.01% 5558
2025
Q2 		$124K Sell
50,775
-139,950
-73% -$307K ﹤0.01% 5221
2025
Q1 		$475K Sell
190,725
-61,087
-24% -$167K ﹤0.01% 4222
2024
Q4 		$755K Sell
251,812
-84,700
-25% -$274K ﹤0.01% 3731
2024
Q3 		$1.04M Sell
336,512
-107
-0% -$336 ﹤0.01% 3365
2024
Q2 		$858K Sell
336,619
-15,043
-4% -$39.6K ﹤0.01% 3400
2024
Q1 		$703K Buy
351,662
+3,200
+0.9% +$7.07K ﹤0.01% 3483
2023
Q4 		$871K Sell
348,462
-53,400
-13% -$133K ﹤0.01% 3157
2023
Q3 		$1.11M Sell
401,862
-516
-0.1% -$1.6K ﹤0.01% 2802
2023
Q2 		$1.62M Sell
402,378
-9,592
-2% -$37.9K ﹤0.01% 2436
2023
Q1 		$1.59M Buy
411,970
+4,077
+1% +$19K ﹤0.01% 2342
2022
Q4 		$1.68M Sell
407,893
-11,300
-3% -$46.4K ﹤0.01% 2211
2022
Q3 		$1.8M Buy
419,193
+92,925
+28% +$471K ﹤0.01% 2065
2022
Q2 		$1.4M Buy
326,268
+183,850
+129% +$1.04M ﹤0.01% 2297
2022
Q1 		$880K Buy
142,418
+98,150
+222% +$562K ﹤0.01% 2708
2021
Q4 		$226K Buy
+44,268
New +$217K ﹤0.01% 3905
2019
Q4 		– Sell
-11,354
Closed -$106K – 3349
2019
Q3 		$106K Buy
+11,354
New +$103K ﹤0.01% 3136
2019
Q2 		– Sell
-10,768
Closed -$130K – 3285
2019
Q1 		$130K Sell
10,768
-40
-0.4% -$448 ﹤0.01% 3036
2018
Q4 		$96K Buy
10,808
+101
+0.9% +$1.01K ﹤0.01% 2961
2018
Q3 		$125K Buy
10,707
+151
+1% +$1.7K ﹤0.01% 3093
2018
Q2 		$119K Hold
10,556
– – ﹤0.01% 3089
2018
Q1 		$102K Buy
10,556
+101
+1% +$943 ﹤0.01% 3073
2017
Q4 		$101K Buy
+10,455
New +$99.8K ﹤0.01% 2934

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

LPL Financial's BHR Position: Q1 2026 in Review

LPL Financial held its Braemar Hotels & Resorts (BHR) position steady in Q1 2026 at 29,000 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5738.

LPL Financial first reported a position in BHR in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.8M in Q3 2022. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

  • LPL Financial held 29,000 shares of Braemar Hotels & Resorts worth $68.4K as of Q1 2026.
  • LPL Financial left its Braemar Hotels & Resorts share count unchanged in Q1 2026.
  • Braemar Hotels & Resorts made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5738 holding.
  • LPL Financial first reported a position in Braemar Hotels & Resorts in Q4 2017 and has held it in 25 quarters since.
  • LPL Financial's Braemar Hotels & Resorts position peaked at $1.8M in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.