Who owns Braemar Hotels & Resorts (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BHR is one-sided between 2026-Q1 and 2026-Q2: 6 added or opened and 18 trimmed or exited — on balance reducing.
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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 127 tracked filers holding BHR, 63 increased or opened the position and 59 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 2026-Q1 and 2026-Q2 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 1
- Catalyst Funds Management Pty Ltd$538K
Full exits 7
- Anson Funds Management LP$4M
- LSV ASSET MANAGEMENT$4M
- SEI INVESTMENTS CO$1M
- Penserra Capital Management LLC$991K
- AlphaCentric Advisors LLC$985K
- Janney Montgomery Scott LLC$683K
Largest adds
- MARSHALL WACE, LLP$1M
- GOLDMAN SACHS GROUP INC$728K
- INFRASTRUCTURE CAPITAL ADVISORS, LLC$570K
- Rockefeller Capital Management L.P.$439K
- D. E. Shaw & Co., Inc.$349K
Largest trims
- EverSource Wealth Advisors, LLC$6M
- ZAZOVE ASSOCIATES LLC$2M
- BlackRock, Inc.$2M
- Russell Investments Group, Ltd.$995K
- LANDMARK INVESTMENT PARTNERS, L.P.$702K
- VANGUARD CAPITAL MANAGEMENT LLC$588K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,653,340 | $19M | 22.2% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,737,146 | $6M | 7.0% | 2026-Q2 |
| ZAZOVE ASSOCIATES LLC trimmed | 2,217,055 | $5M | 5.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,510,399 | $3M | 3.9% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,312,676 | $3M | 3.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,142,971 | $2M | 2.9% | 2026-Q2 |
| LANDMARK INVESTMENT PARTNERS, L.P. trimmed | 988,883 | $2M | 2.4% | 2026-Q2 |
| MARSHALL WACE, LLP added | 857,674 | $2M | 2.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 706,500 | $2M | 1.8% | 2026-Q2 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 674,435 | $9M | 11.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 592,777 | $1M | 1.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 562,683 | $1M | 1.4% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 480,000 | $1M | 1.2% | 2026-Q2 |
| NORTHERN TRUST CORP added | 470,710 | $1M | 1.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 435,820 | $941K | 1.1% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 431,444 | $932K | 1.1% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 424,312 | $917K | 1.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC | 423,906 | $916K | 1.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 406,801 | $879K | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 399,327 | $863K | 1.0% | 2026-Q2 |
| MORGAN STANLEY added | 350,194 | $756K | 0.9% | 2026-Q2 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 339,774 | $5M | 5.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 272,781 | $589K | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 258,754 | $559K | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 252,156 | $545K | 0.6% | 2026-Q2 |
| Catalyst Funds Management Pty Ltd new | 248,980 | $538K | 0.6% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 205,010 | $443K | 0.5% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 196,992 | $426K | 0.5% | 2026-Q2 |
| Worth Venture Partners, LLC added | 190,200 | $411K | 0.5% | 2026-Q2 |
| CastleKnight Management LP | 187,920 | $406K | 0.5% | 2026-Q2 |
| Simplify Asset Management Inc. new | 183,000 | $395K | 0.5% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 176,226 | $381K | 0.5% | 2026-Q2 |
| Rangeley Capital, LLC trimmed | 162,567 | $351K | 0.4% | 2026-Q2 |
| PFG Investments, LLC trimmed | 148,304 | $320K | 0.4% | 2026-Q2 |
| State of New Jersey Common Pension Fund D | 147,995 | $320K | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 145,840 | $315K | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 144,233 | $312K | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 141,980 | $307K | 0.4% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 133,707 | $289K | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 131,400 | $284K | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. new | 117,606 | $254K | 0.3% | 2026-Q2 |
| Nuveen, LLC | 115,635 | $250K | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 107,490 | $228K | 0.3% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 105,213 | $227K | 0.3% | 2026-Q2 |
| FMR LLC trimmed | 101,281 | $1M | 1.6% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 99,191 | $214K | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 96,950 | $229K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 93,812 | $203K | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 89,100 | $192K | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 79,888 | $173K | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 79,356 | $171K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 78,416 | $169K | 0.2% | 2026-Q2 |
| Palogic Value Management, L.P. | 73,867 | $1M | 1.2% | 2026-Q2 |
| Asset Management One Co., Ltd. | 72,540 | $157K | 0.2% | 2026-Q2 |
| NOESIS CAPITAL MANGEMENT CORP | 70,000 | $151K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC added | 69,899 | $151K | 0.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 67,282 | $145K | 0.2% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 66,965 | $145K | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 54,784 | $118K | 0.1% | 2026-Q2 |
| Eagle Point Credit Management LLC | 52,740 | $726K | 0.9% | 2026-Q2 |
| Orvieto Partners, L.P. | 50,000 | $694K | 0.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 49,562 | $107K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 49,394 | $107K | 0.1% | 2026-Q2 |
| GatePass Capital, LLC trimmed | 48,000 | $104K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 47,947 | $104K | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 45,551 | $98K | 0.1% | 2026-Q2 |
| FJ Capital Management LLC added | 44,916 | $97K | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 37,830 | $82K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 31,673 | $69K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 31,521 | $68K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 30,206 | $59K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 29,016 | $63K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 27,178 | $59K | 0.1% | 2026-Q2 |
| Sessa Capital IM, L.P. | 25,951 | $56K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 25,200 | $54K | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. | 23,869 | $47K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC | 23,571 | $51K | 0.1% | 2026-Q2 |
| HB Wealth Management, LLC added | 22,723 | $49K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,119 | $48K | 0.1% | 2026-Q2 |
| JBF Capital, Inc. added | 21,862 | $47K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 21,504 | $46K | 0.1% | 2026-Q2 |
| Daiwa Securities Group Inc. trimmed | 20,485 | $44K | 0.1% | 2026-Q2 |
| Quinn Opportunity Partners LLC | 20,000 | $43K | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 18,755 | $41K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 18,350 | $40K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 17,948 | $39K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 16,326 | $35K | 0.0% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC | 13,972 | $30K | 0.0% | 2026-Q2 |
| STRS OHIO | 12,700 | $27K | 0.0% | 2026-Q2 |
| Cerity Partners LLC new | 11,920 | $26K | 0.0% | 2026-Q2 |
| Lifetime Wealth Management P.C. | 11,500 | $158K | 0.2% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC | 11,131 | $24K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 10,983 | $24K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 9,539 | $21K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 8,299 | $18K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC trimmed | 7,641 | $17K | 0.0% | 2026-Q2 |
| Legal & General Group Plc added | 6,847 | $15K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 5,189 | $11K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 3,792 | $8K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,793 | $4K | 0.0% | 2026-Q2 |
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.
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.