Sumitomo Mitsui Trust Group’s Braemar Hotels & Resorts BHR Stock Holding History

Sumitomo Mitsui Trust Group’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	$130K	Sell	55,240 -82	-0.1%	-$228	﹤0.01%	1042
2025 Q4	$159K	Hold	55,322	–	–	﹤0.01%	1042
2025 Q3	$151K	Sell	55,322 -2,020	-4%	-$5.11K	﹤0.01%	1047
2025 Q2	$140K	Hold	57,342	–	–	﹤0.01%	1026
2025 Q1	$143K	Hold	57,342	–	–	﹤0.01%	1025
2024 Q4	$172K	Hold	57,342	–	–	﹤0.01%	1035
2024 Q3	$177K	Hold	57,342	–	–	﹤0.01%	1045
2024 Q2	$146K	Sell	57,342 -4,552	-7%	-$12K	﹤0.01%	1061
2024 Q1	$124K	Hold	61,894	–	–	﹤0.01%	1109
2023 Q4	$155K	Hold	61,894	–	–	﹤0.01%	1117
2023 Q3	$171K	Buy	61,894 +3,185	+5%	+$9.89K	﹤0.01%	1124
2023 Q2	$236K	Sell	58,709 -4,849	-8%	-$19.1K	﹤0.01%	1109
2023 Q1	$245K	Sell	63,558 -4,041	-6%	-$18.8K	﹤0.01%	1119
2022 Q4	$278K	Buy	67,599 +79	+0.1%	+$324	﹤0.01%	1149
2022 Q3	$290K	Sell	67,520 -656	-1%	-$3.33K	﹤0.01%	1165
2022 Q2	$292K	Buy	68,176 +117	+0.2%	+$661	﹤0.01%	1177
2022 Q1	$421K	Sell	68,059 -6,196	-8%	-$35.5K	﹤0.01%	1123
2021 Q4	$379K	Hold	74,255	–	–	﹤0.01%	1117
2021 Q3	$360K	Buy	+74,255	New	+$388K	﹤0.01%	1132
2020 Q3	–	Sell	-64,942	Closed	-$186K	–	1102
2020 Q2	$186K	Buy	64,942 +9,230	+17%	+$26.8K	﹤0.01%	1082
2020 Q1	$95K	Buy	55,712 +10,665	+24%	+$70.6K	﹤0.01%	1090
2019 Q4	$402K	Buy	45,047 +7,151	+19%	+$66.9K	﹤0.01%	1030
2019 Q3	$352K	Buy	37,896 +6,583	+21%	+$59.7K	﹤0.01%	1024
2019 Q2	$307K	Buy	31,313 +15,028	+92%	+$178K	﹤0.01%	963
2019 Q1	$197K	Sell	16,285 -11,766	-42%	-$132K	﹤0.01%	955
2018 Q4	$248K	Sell	28,051 -2,293	-8%	-$22.9K	﹤0.01%	900
2018 Q3	$354K	Buy	30,344 +1,338	+5%	+$15K	﹤0.01%	868
2018 Q2	$328K	Hold	29,006	–	–	﹤0.01%	869
2018 Q1	$279K	Hold	29,006	–	–	﹤0.01%	872
2017 Q4	$279K	Hold	29,006	–	–	﹤0.01%	874
2017 Q3	$273K	Sell	29,006 -89	-0.3%	-$873	﹤0.01%	882
2017 Q2	$296K	Hold	29,095	–	–	﹤0.01%	865
2017 Q1	$306K	Buy	29,095 +2,388	+9%	+$29.7K	﹤0.01%	849
2016 Q4	$361K	Buy	26,707 +11,226	+73%	+$149K	﹤0.01%	839
2016 Q3	$216K	Buy	15,481 +5	+0%	+$74	﹤0.01%	850
2016 Q2	$217K	Buy	15,476 +264	+2%	+$3.15K	﹤0.01%	843
2016 Q1	$176K	Sell	15,212 -357	-2%	-$3.8K	﹤0.01%	864
2015 Q4	$225K	Buy	15,569 +27	+0.2%	+$387	﹤0.01%	849
2015 Q3	$216K	Buy	15,542 +2,008	+15%	+$28.6K	﹤0.01%	847
2015 Q2	$201K	Sell	13,534 -412	-3%	-$6.47K	﹤0.01%	886
2015 Q1	$232K	Sell	13,946 -1,377	-9%	-$23K	﹤0.01%	865
2014 Q4	$261K	Sell	15,323 -217	-1%	-$3.61K	﹤0.01%	858
2014 Q3	$234K	Hold	15,540	–	–	﹤0.01%	824
2014 Q2	$264K	Buy	15,540 +748	+5%	+$11.8K	﹤0.01%	783
2014 Q1	$221K	Buy	+14,792	New	+$245K	﹤0.01%	774

Other funds holding BHR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Sumitomo Mitsui Trust Group's BHR Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Braemar Hotels & Resorts (BHR) stake by 0.15% in Q1 2026, selling an estimated $228 and leaving 55,240 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #1042.

Sumitomo Mitsui Trust Group first reported a position in BHR in Q1 2014 and has held it in 45 quarters since. The position peaked at $421K in Q1 2022. 136 funds tracked by Wall St. Rank hold BHR as of Q1 2026.

Sumitomo Mitsui Trust Group held 55,240 shares of Braemar Hotels & Resorts worth $130K as of Q1 2026.
Sumitomo Mitsui Trust Group sold 82 Braemar Hotels & Resorts shares in Q1 2026, an estimated $228.
Braemar Hotels & Resorts made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #1042 holding.
Sumitomo Mitsui Trust Group first reported a position in Braemar Hotels & Resorts in Q1 2014 and has held it in 45 quarters since.
Sumitomo Mitsui Trust Group's Braemar Hotels & Resorts position peaked at $421K in Q1 2022.
136 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.