Ritholtz Wealth Management
BHR icon

Ritholtz Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

Ritholtz Wealth 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
Q3 		$227K Buy
135,883
+36,692
+37% +$73.7K ﹤0.01% 1247
2026
Q2 		$214K Sell
99,191
-53,140
-35% -$127K ﹤0.01% 1215
2026
Q1 		$360K Buy
152,331
+16,500
+12% +$45.9K 0.01% 911
2025
Q4 		$390K Buy
+135,831
New +$366K 0.01% 805

Other funds holding BHR

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.3B AUM 33.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Ironwood Investment Management
Ironwood Investment Management Boston, Massachusetts $272M AUM 36.95% 1-Year Est. Return
Worth Venture Partners
Worth Venture Partners Fort Lee, New Jersey $38.9M AUM 12.3% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Ritholtz Wealth Management's BHR Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Braemar Hotels & Resorts (BHR) stake by 37% in Q3 2026, buying an estimated $73.7K and bringing the position to 135,883 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Ritholtz Wealth Management first reported a position in BHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $390K in Q4 2025. 66 funds tracked by Wall St. Rank hold BHR as of Q3 2026.

  • Ritholtz Wealth Management held 135,883 shares of Braemar Hotels & Resorts worth $227K as of Q3 2026.
  • Ritholtz Wealth Management bought 36,692 Braemar Hotels & Resorts shares in Q3 2026, an estimated $73.7K.
  • Braemar Hotels & Resorts made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #1247 holding.
  • Ritholtz Wealth Management first reported a position in Braemar Hotels & Resorts in Q4 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's Braemar Hotels & Resorts position peaked at $390K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.