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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 8,350,800 | $20M | 16.8% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 601,124 | $9M | 7.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,754,516 | $7M | 5.5% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 124,363 | $6M | 5.3% | 2026-Q1 |
| NEXPOINT ASSET MANAGEMENT, L.P. | 339,774 | $5M | 4.2% | 2026-Q1 |
| Anson Funds Management LP added | 1,808,219 | $4M | 3.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 1,710,389 | $4M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,406,398 | $3M | 2.8% | 2026-Q1 |
| STATE STREET CORP added | 1,348,328 | $3M | 2.7% | 2026-Q1 |
| LANDMARK INVESTMENT PARTNERS, L.P. added | 1,139,798 | $3M | 2.3% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,050,262 | $2M | 2.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 731,900 | $2M | 1.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 703,566 | $2M | 1.4% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 480,000 | $1M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 465,886 | $1M | 0.9% | 2026-Q1 |
| SEI INVESTMENTS CO added | 464,867 | $1M | 0.9% | 2026-Q1 |
| Palogic Value Management, L.P. trimmed | 73,867 | $1M | 0.9% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 450,266 | $1M | 0.9% | 2026-Q1 |
| UBS Group AG added | 446,353 | $1M | 0.9% | 2026-Q1 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | 431,444 | $1M | 0.9% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 423,906 | $1M | 0.9% | 2026-Q1 |
| Penserra Capital Management LLC added | 420,175 | $991K | 0.8% | 2026-Q1 |
| AlphaCentric Advisors LLC | 1,000,000 | $985K | 0.8% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 392,817 | $927K | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 378,064 | $892K | 0.8% | 2026-Q1 |
| Eagle Point Credit Management LLC new | 52,740 | $767K | 0.7% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 319,044 | $753K | 0.6% | 2026-Q1 |
| Orvieto Partners, L.P. trimmed | 50,000 | $722K | 0.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 46,971 | $683K | 0.6% | 2026-Q1 |
| Penn Capital Management Company, LLC added | 252,026 | $595K | 0.5% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 240,497 | $568K | 0.5% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 239,984 | $566K | 0.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 233,881 | $552K | 0.5% | 2026-Q1 |
| Rangeley Capital, LLC added | 222,000 | $524K | 0.4% | 2026-Q1 |
| MARSHALL WACE, LLP added | 196,419 | $464K | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 195,933 | $462K | 0.4% | 2026-Q1 |
| CastleKnight Management LP | 187,920 | $443K | 0.4% | 2026-Q1 |
| PFG Investments, LLC trimmed | 171,270 | $404K | 0.3% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 165,300 | $390K | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 156,103 | $368K | 0.3% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT added | 152,331 | $360K | 0.3% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 147,995 | $349K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 145,602 | $344K | 0.3% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 144,781 | $342K | 0.3% | 2026-Q1 |
| Worth Venture Partners, LLC added | 141,700 | $334K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 138,411 | $327K | 0.3% | 2026-Q1 |
| BARCLAYS PLC trimmed | 132,783 | $313K | 0.3% | 2026-Q1 |
| GatePass Capital, LLC trimmed | 125,000 | $295K | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 115,635 | $273K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 112,732 | $266K | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC | 107,120 | $252K | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 106,106 | $250K | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 102,245 | $241K | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 83,550 | $240K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 96,268 | $227K | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 89,100 | $210K | 0.2% | 2026-Q1 |
| ALPS ADVISORS INC added | 88,586 | $209K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 14,090 | $205K | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 86,100 | $203K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 79,888 | $189K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 78,202 | $185K | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 73,499 | $173K | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. | 72,540 | $171K | 0.1% | 2026-Q1 |
| Lifetime Wealth Management P.C. | 11,500 | $167K | 0.1% | 2026-Q1 |
| NOESIS CAPITAL MANGEMENT CORP | 70,000 | $165K | 0.1% | 2026-Q1 |
| Sowell Financial Services LLC trimmed | 69,897 | $165K | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 55,240 | $130K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ | 46,319 | $109K | 0.1% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 45,551 | $108K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 44,562 | $105K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 42,167 | $100K | 0.1% | 2026-Q1 |
| Accretive Wealth Partners, LLC trimmed | 41,500 | $98K | 0.1% | 2026-Q1 |
| FJ Capital Management LLC new | 41,436 | $98K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 31,673 | $75K | 0.1% | 2026-Q1 |
| LPL Financial LLC | 29,000 | $68K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 26,914 | $64K | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue | 26,830 | $63K | 0.1% | 2026-Q1 |
| Odyssean, LLC trimmed | 26,358 | $62K | 0.1% | 2026-Q1 |
| Sessa Capital IM, L.P. | 25,951 | $61K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,467,966 | $10M | 8.5% | 2025-Q4 stale |
| JONES ROAD CAPITAL MANAGEMENT, L.P. trimmed | 895,760 | $2M | 1.9% | 2025-Q2 stale |
| ZAZOVE ASSOCIATES LLC added | 144,113 | $2M | 1.8% | 2025-Q4 stale |
| LDR Capital Management LLC | 134,177 | $2M | 1.7% | 2025-Q4 stale |
| BARD ASSOCIATES INC trimmed | 297,690 | $756K | 0.6% | 2025-Q1 stale |
| Lighthouse Investment Partners, LLC | 130,882 | $376K | 0.3% | 2025-Q4 stale |
| SEGALL BRYANT & HAMILL, LLC added | 122,422 | $334K | 0.3% | 2025-Q3 stale |
| DARK FOREST CAPITAL MANAGEMENT LP added | 120,731 | $301K | 0.3% | 2025-Q1 stale |
| Greenland Capital Management LP | 120,000 | $299K | 0.3% | 2025-Q1 stale |
| GSA CAPITAL PARTNERS LLP trimmed | 113,707 | $279K | 0.2% | 2025-Q2 stale |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 59,513 | $148K | 0.1% | 2025-Q1 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 52,262 | $130K | 0.1% | 2025-Q1 stale |
| Graham Capital Management, L.P. added | 45,467 | $113K | 0.1% | 2025-Q1 stale |
| ALGERT GLOBAL LLC added | 39,546 | $113K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 7,400 | $110K | 0.1% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC trimmed | 32,977 | $90K | 0.1% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 30,084 | $86K | 0.1% | 2025-Q4 stale |
| CAMPBELL CAPITAL MANAGEMENT INC trimmed | 30,000 | $86K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 32,291 | $80K | 0.1% | 2025-Q1 stale |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 24,285 | $66K | 0.1% | 2025-Q3 stale |
| SG Americas Securities, LLC trimmed | 25,869 | $64K | 0.1% | 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.
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.