RIL
BHR

Rothschild Investment LLC’s Braemar Hotels & Resorts BHR Stock Holding History

Rothschild Investment LLC’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
Q2 		$93 Sell
43
-65
-60% -$156 ﹤0.01% 3523
2026
Q1 		$255 Buy
108
+106
+5,300% +$295 ﹤0.01% 3260
2025
Q4 		$6 Buy
+2
New +$5 ﹤0.01% 3395
2025
Q2 		– Sell
-95
Closed -$237 – 3039
2025
Q1 		$237 Buy
+95
New +$259 ﹤0.01% 2812

Other funds holding BHR

ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
NCM
Noesis Capital Mangement Boca Raton, Florida $832M AUM 49.88% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Rothschild Investment LLC's BHR Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Braemar Hotels & Resorts (BHR) stake by 60% in Q2 2026, selling an estimated $156 and leaving 43 shares worth $93. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Rothschild Investment LLC first reported a position in BHR in Q1 2025 and has held it in 4 quarters since. The position peaked at $255 in Q1 2026. 37 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

  • Rothschild Investment LLC held 43 shares of Braemar Hotels & Resorts worth $93 as of Q2 2026.
  • Rothschild Investment LLC sold 65 Braemar Hotels & Resorts shares in Q2 2026, an estimated $156.
  • Braemar Hotels & Resorts made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3523 holding.
  • Rothschild Investment LLC first reported a position in Braemar Hotels & Resorts in Q1 2025 and has held it in 4 quarters since.
  • Rothschild Investment LLC's Braemar Hotels & Resorts position peaked at $255 in Q1 2026.
  • 37 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.