True Wealth Design’s Braemar Hotels & Resorts BHR Stock Holding History

True Wealth Design’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	$44	Sell	20 -36	-64%	-$86	﹤0.01%	2603
2026 Q1	$133	Buy	56 +50	+833%	+$139	﹤0.01%	2414
2025 Q4	$18	Buy	+6	New	+$16	﹤0.01%	2488
2025 Q2	–	Sell	-18	Closed	-$45	–	2596
2025 Q1	$45	Buy	+18	New	+$49	﹤0.01%	2407

Other funds holding BHR

Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design's BHR Position: Q2 2026 in Review

True Wealth Design reduced its Braemar Hotels & Resorts (BHR) stake by 64% in Q2 2026, selling an estimated $86 and leaving 20 shares worth $44. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

True Wealth Design first reported a position in BHR in Q1 2025 and has held it in 4 quarters since. The position peaked at $133 in Q1 2026. 6 funds tracked by Wall St. Rank hold BHR as of Q2 2026.

True Wealth Design held 20 shares of Braemar Hotels & Resorts worth $44 as of Q2 2026.
True Wealth Design sold 36 Braemar Hotels & Resorts shares in Q2 2026, an estimated $86.
Braemar Hotels & Resorts made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2603 holding.
True Wealth Design first reported a position in Braemar Hotels & Resorts in Q1 2025 and has held it in 4 quarters since.
True Wealth Design's Braemar Hotels & Resorts position peaked at $133 in Q1 2026.
6 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.