BHR

Braemar Hotels & Resorts
BHR

Overview Fund Activity

120 hedge funds and large institutions have $86.8M invested in Braemar Hotels & Resorts in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
1.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
25
Reduced
43
Closed
18
Calls
$152K
Puts
$139K
Net Calls
+$13K
Net Calls Change
-$525K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$3.35M
2
GCP
GSA Capital Partners
United Kingdom
+$438K
3
SFS
Sowell Financial Services
Arkansas
+$157K
4
KPWS
Kestra Private Wealth Services
Texas
+$148K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$130K

Top Sellers

1
BlackRock
BlackRock
New York
-$1.13M
2
Goldman Sachs
Goldman Sachs
New York
-$855K
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$519K
4
JRCM
Jones Road Capital Management
New York
-$475K
5
SBH
Segall Bryant & Hamill
Illinois
-$350K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$10.9K -$3.22K -1,294 -23%
SSG
102
Summit Securities Group
New York
$10.8K +$10.8K +4,322 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$10.3K -$14K -5,621 -58%
HCA
104
Harbor Capital Advisors
Illinois
$7K +$1.64K +652 +31%
Barrow, Hanley, Mewhinney & Strauss
105
Barrow, Hanley, Mewhinney & Strauss
Texas
$6.24K – – –
AB
106
Amalgamated Bank
New York
$6K – – –
SIC
107
Salem Investment Counselors
North Carolina
$3.69K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$3K -$767 -346 -20%
SCM
109
Sterling Capital Management
North Carolina
$2.83K -$2.43K -974 -46%
T
110
Transce3nd
Texas
$1.51K – – –
EWA
111
EverSource Wealth Advisors
Alabama
$1.4K +$22 +9 +2%
CPG
112
Cornerstone Planning Group
New Jersey
$527 – – –
PA
113
Parallel Advisors
California
$388 – – –
CCM
114
Coldstream Capital Management
Washington
$381 +$381 +153 New
RIL
115
Rothschild Investment LLC
Illinois
$237 +$237 +95 New
FGA
116
Fortis Group Advisors
New Jersey
$132 – – –
FFA
117
Farther Finance Advisors
California
$99 – – –
AF
118
Allworth Financial
California
$54 +$2 +1 +4%
TWD
119
True Wealth Design
Ohio
$45 +$45 +18 New
SBH
120
Segall Bryant & Hamill
Illinois
– -$350K -116,537 Closed
AWS
121
Atria Wealth Solutions
New York
– -$290K -96,695 Closed
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
– -$210K -70,000 Closed
PAM
123
Panagora Asset Management
Massachusetts
– -$154K -51,469 Closed
WAAG
124
Wealth Alliance Advisory Group
Kansas
– -$150K -50,000 Closed
XT
125
XTX Topco
Cayman Islands
– -$116K -38,520 Closed
2 3 4
5
6