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Institutional Ownership · SEC Form 13F

Who owns BHR (BHR)


Which tracked institutional funds hold BHR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHR company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

149
Institutional holders
34,796,228
Shares held (tracked funds)
51.0%
Of shares outstanding

How the tape is positioned

14 tracked funds added or opened BHR while 13 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

BHR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BHR more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in BHR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 142 tracked filers holding BHR, 69 increased or opened the position and 65 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in BHR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • VANGUARD CAPITAL MANAGEMENT LLC$7M
  • VANGUARD FIDUCIARY TRUST CO$892K
  • Eagle Point Credit Management LLC$767K
  • VANGUARD PORTFOLIO MANAGEMENT LLC$753K

Full exits 3

  • VANGUARD GROUP INC$10M
  • ZAZOVE ASSOCIATES LLC$9M
  • LDR Capital Management LLC$2M

Largest adds

  • EverSource Wealth Advisors, LLC$6M
  • FMR LLC$1M
  • Anson Funds Management LP$772K
  • INFRASTRUCTURE CAPITAL ADVISORS, LLC$670K
  • SEI INVESTMENTS CO$576K
  • JACOBS LEVY EQUITY MANAGEMENT, INC$506K

Largest trims

  • BlackRock, Inc.$4M
  • LSV ASSET MANAGEMENT$898K
  • STATE STREET CORP$747K
  • DIMENSIONAL FUND ADVISORS LP$585K
  • GEODE CAPITAL MANAGEMENT, LLC$495K
  • LANDMARK INVESTMENT PARTNERS, L.P.$420K

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed8,350,800$20M16.8%2026-Q1
INFRASTRUCTURE CAPITAL ADVISORS, LLC added601,124$9M7.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,754,516$7M5.5%2026-Q1
EverSource Wealth Advisors, LLC added124,363$6M5.3%2026-Q1
NEXPOINT ASSET MANAGEMENT, L.P.339,774$5M4.2%2026-Q1
Anson Funds Management LP added1,808,219$4M3.6%2026-Q1
LSV ASSET MANAGEMENT trimmed1,710,389$4M3.4%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,406,398$3M2.8%2026-Q1
STATE STREET CORP added1,348,328$3M2.7%2026-Q1
LANDMARK INVESTMENT PARTNERS, L.P. added1,139,798$3M2.3%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added1,050,262$2M2.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added731,900$2M1.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP trimmed703,566$2M1.4%2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbH480,000$1M1.0%2026-Q1
NORTHERN TRUST CORP added465,886$1M0.9%2026-Q1
SEI INVESTMENTS CO added464,867$1M0.9%2026-Q1
Palogic Value Management, L.P. trimmed73,867$1M0.9%2026-Q1
Russell Investments Group, Ltd. added450,266$1M0.9%2026-Q1
UBS Group AG added446,353$1M0.9%2026-Q1
IRONWOOD INVESTMENT MANAGEMENT LLC431,444$1M0.9%2026-Q1
PRUDENTIAL FINANCIAL INC added423,906$1M0.9%2026-Q1
Penserra Capital Management LLC added420,175$991K0.8%2026-Q1
AlphaCentric Advisors LLC1,000,000$985K0.8%2026-Q1
JACOBS LEVY EQUITY MANAGEMENT, INC added392,817$927K0.8%2026-Q1
VANGUARD FIDUCIARY TRUST CO new378,064$892K0.8%2026-Q1
Eagle Point Credit Management LLC new52,740$767K0.7%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new319,044$753K0.6%2026-Q1
Orvieto Partners, L.P. trimmed50,000$722K0.6%2026-Q1
Janney Montgomery Scott LLC trimmed46,971$683K0.6%2026-Q1
Penn Capital Management Company, LLC added252,026$595K0.5%2026-Q1
D. E. Shaw & Co., Inc. trimmed240,497$568K0.5%2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added239,984$566K0.5%2026-Q1
GOLDMAN SACHS GROUP INC trimmed233,881$552K0.5%2026-Q1
Rangeley Capital, LLC added222,000$524K0.4%2026-Q1
MARSHALL WACE, LLP added196,419$464K0.4%2026-Q1
CITADEL ADVISORS LLC added195,933$462K0.4%2026-Q1
CastleKnight Management LP187,920$443K0.4%2026-Q1
PFG Investments, LLC trimmed171,270$404K0.3%2026-Q1
GAMCO INVESTORS, INC. ET AL165,300$390K0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added156,103$368K0.3%2026-Q1
RITHOLTZ WEALTH MANAGEMENT added152,331$360K0.3%2026-Q1
State of New Jersey Common Pension Fund D147,995$349K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed145,602$344K0.3%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed144,781$342K0.3%2026-Q1
Worth Venture Partners, LLC added141,700$334K0.3%2026-Q1
Bank of New York Mellon Corp trimmed138,411$327K0.3%2026-Q1
BARCLAYS PLC trimmed132,783$313K0.3%2026-Q1
GatePass Capital, LLC trimmed125,000$295K0.3%2026-Q1
Nuveen, LLC trimmed115,635$273K0.2%2026-Q1
XTX Topco Ltd added112,732$266K0.2%2026-Q1
HSBC HOLDINGS PLC107,120$252K0.2%2026-Q1
Corient Private Wealth LLC added106,106$250K0.2%2026-Q1
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added102,245$241K0.2%2026-Q1
ALLIANCEBERNSTEIN L.P.83,550$240K0.2%2026-Q1
BANK OF AMERICA CORP /DE/ added96,268$227K0.2%2026-Q1
NOMURA ASSET MANAGEMENT CO LTD added89,100$210K0.2%2026-Q1
ALPS ADVISORS INC added88,586$209K0.2%2026-Q1
MORGAN STANLEY added14,090$205K0.2%2026-Q1
CANADA PENSION PLAN INVESTMENT BOARD added86,100$203K0.2%2026-Q1
AMERIPRISE FINANCIAL INC added79,888$189K0.2%2026-Q1
RHUMBLINE ADVISERS trimmed78,202$185K0.2%2026-Q1
Invesco Ltd. trimmed73,499$173K0.1%2026-Q1
Asset Management One Co., Ltd.72,540$171K0.1%2026-Q1
Lifetime Wealth Management P.C.11,500$167K0.1%2026-Q1
NOESIS CAPITAL MANGEMENT CORP70,000$165K0.1%2026-Q1
Sowell Financial Services LLC trimmed69,897$165K0.1%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed55,240$130K0.1%2026-Q1
DEUTSCHE BANK AG\46,319$109K0.1%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.45,551$108K0.1%2026-Q1
Rockefeller Capital Management L.P. added44,562$105K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added42,167$100K0.1%2026-Q1
Accretive Wealth Partners, LLC trimmed41,500$98K0.1%2026-Q1
FJ Capital Management LLC new41,436$98K0.1%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/31,673$75K0.1%2026-Q1
LPL Financial LLC29,000$68K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added26,914$64K0.1%2026-Q1
State of Alaska, Department of Revenue26,830$63K0.1%2026-Q1
Odyssean, LLC trimmed26,358$62K0.1%2026-Q1
Sessa Capital IM, L.P.25,951$61K0.1%2026-Q1
VANGUARD GROUP INC added3,467,966$10M8.5%2025-Q4 stale
JONES ROAD CAPITAL MANAGEMENT, L.P. trimmed895,760$2M1.9%2025-Q2 stale
ZAZOVE ASSOCIATES LLC added144,113$2M1.8%2025-Q4 stale
LDR Capital Management LLC134,177$2M1.7%2025-Q4 stale
BARD ASSOCIATES INC trimmed297,690$756K0.6%2025-Q1 stale
Lighthouse Investment Partners, LLC130,882$376K0.3%2025-Q4 stale
SEGALL BRYANT & HAMILL, LLC added122,422$334K0.3%2025-Q3 stale
DARK FOREST CAPITAL MANAGEMENT LP added120,731$301K0.3%2025-Q1 stale
Greenland Capital Management LP120,000$299K0.3%2025-Q1 stale
GSA CAPITAL PARTNERS LLP trimmed113,707$279K0.2%2025-Q2 stale
KESTRA PRIVATE WEALTH SERVICES, LLC new59,513$148K0.1%2025-Q1 stale
LAZARD ASSET MANAGEMENT LLC trimmed52,262$130K0.1%2025-Q1 stale
Graham Capital Management, L.P. added45,467$113K0.1%2025-Q1 stale
ALGERT GLOBAL LLC added39,546$113K0.1%2025-Q4 stale
Kestra Advisory Services, LLC new7,400$110K0.1%2025-Q4 stale
Cubist Systematic Strategies, LLC trimmed32,977$90K0.1%2025-Q3 stale
MILLENNIUM MANAGEMENT LLC trimmed30,084$86K0.1%2025-Q4 stale
CAMPBELL CAPITAL MANAGEMENT INC trimmed30,000$86K0.1%2025-Q4 stale
Corebridge Financial, Inc. trimmed32,291$80K0.1%2025-Q1 stale
LOS ANGELES CAPITAL MANAGEMENT LLC24,285$66K0.1%2025-Q3 stale
SG Americas Securities, LLC trimmed25,869$64K0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership