NWA
BHR

Navis Wealth Advisors’s Braemar Hotels & Resorts BHR Stock Holding History

Navis Wealth Advisors’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
2025
Q3 		– Sell
-12,309
Closed -$30.2K – 126
2025
Q2 		$30.2K Buy
12,309
+55
+0.4% +$121 0.03% 114
2025
Q1 		$30.5K Sell
12,254
-2,959
-19% -$8.08K 0.03% 104
2024
Q4 		$45.6K Sell
15,213
-50,815
-77% -$165K 0.05% 101
2024
Q3 		$204K Sell
66,028
-4,967
-7% -$15.6K 0.22% 97
2024
Q2 		$181K Buy
70,995
+60,995
+610% +$161K 0.21% 94
2024
Q1 		$20K Sell
10,000
-44,374
-82% -$98K 0.02% 96
2023
Q4 		$136K Hold
54,374
– – 0.18% 87
2023
Q3 		$151K Buy
+54,374
New +$169K 0.22% 85

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Navis Wealth Advisors's BHR Position: Q3 2025 in Review

Navis Wealth Advisors sold out of Braemar Hotels & Resorts (BHR) in Q3 2025, closing a stake of 12,309 shares — an estimated $30.2K sold.

Navis Wealth Advisors first reported a position in BHR in Q3 2023 and held it in 8 quarters. The position peaked at $204K in Q3 2024. 124 funds tracked by Wall St. Rank hold BHR as of Q3 2025.

  • Navis Wealth Advisors reported no remaining Braemar Hotels & Resorts position as of Q3 2025 after selling out during the quarter.
  • Navis Wealth Advisors sold 12,309 Braemar Hotels & Resorts shares in Q3 2025, an estimated $30.2K.
  • Navis Wealth Advisors first reported a position in Braemar Hotels & Resorts in Q3 2023 and held it in 8 quarters.
  • Navis Wealth Advisors's Braemar Hotels & Resorts position peaked at $204K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2025.

Based on Navis Wealth Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.