Wealth Alliance Advisory Group’s Braemar Hotels & Resorts BHR Stock Holding History

Wealth Alliance Advisory 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
2025 Q1	–	Sell	-50,000	Closed	-$150K	–	199
2024 Q4	$150K	Hold	50,000	–	–	0.03%	183
2024 Q3	$155K	Hold	50,000	–	–	0.03%	186
2024 Q2	$128K	Hold	50,000	–	–	0.03%	185
2024 Q1	$100K	Hold	50,000	–	–	0.02%	182
2023 Q4	$125K	Hold	50,000	–	–	0.03%	175
2023 Q3	$139K	Hold	50,000	–	–	0.04%	170
2023 Q2	$201K	Hold	50,000	–	–	0.07%	157
2023 Q1	$193K	Hold	50,000	–	–	0.07%	151
2022 Q4	$206K	Hold	50,000	–	–	0.08%	151
2022 Q3	$215K	Hold	50,000	–	–	0.09%	128
2022 Q2	$215K	Hold	50,000	–	–	0.1%	125
2022 Q1	$309K	Hold	50,000	–	–	0.13%	112
2021 Q4	$255K	Hold	50,000	–	–	0.11%	130
2021 Q3	$243K	Hold	50,000	–	–	0.12%	122
2021 Q2	$311K	Hold	50,000	–	–	0.15%	108
2021 Q1	$304K	Hold	50,000	–	–	0.16%	103
2020 Q4	$231K	Hold	50,000	–	–	0.12%	128
2020 Q3	$125K	Hold	50,000	–	–	0.07%	127
2020 Q2	$143K	Buy	50,000 +25,000	+100%	+$72.5K	0.09%	118
2020 Q1	$43K	Buy	+25,000	New	+$166K	0.03%	117

Other funds holding BHR

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

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

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JRCM

Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return

Wealth Alliance Advisory Group's BHR Position: Q1 2025 in Review

Wealth Alliance Advisory Group sold out of Braemar Hotels & Resorts (BHR) in Q1 2025, closing a stake of 50,000 shares — an estimated $150K sold.

Wealth Alliance Advisory Group first reported a position in BHR in Q1 2020 and held it in 20 quarters. The position peaked at $311K in Q2 2021. 121 funds tracked by Wall St. Rank hold BHR as of Q1 2025.

Wealth Alliance Advisory Group reported no remaining Braemar Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
Wealth Alliance Advisory Group sold 50,000 Braemar Hotels & Resorts shares in Q1 2025, an estimated $150K.
Wealth Alliance Advisory Group first reported a position in Braemar Hotels & Resorts in Q1 2020 and held it in 20 quarters.
Wealth Alliance Advisory Group's Braemar Hotels & Resorts position peaked at $311K in Q2 2021.
121 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q1 2025, filed 10 Apr 2025.