Braemar Hotels & Resorts Ownership | Who Owns Braemar Hotels & Resorts?
Braemar Hotels & Resorts Ownership Summary
Braemar Hotels & Resorts is owned by 50.75% institutional investors, 12.22% insiders, and 37.03% retail investors. Blackrock is the largest institutional shareholder, holding 14.20% of BHR shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.12% of its assets in Braemar Hotels & Resorts shares.
BHR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Braemar Hotels & Resorts | 50.75% | 12.22% | 37.03% |
| Sector | Real Estate Stocks | 66.62% | 8.14% | 25.24% |
| Industry | Hotel & Motel REIT Stocks | 81.81% | 4.18% | 14.02% |
| Idea | Travel Stocks List | 59.04% | 12.77% | 28.19% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 9.43M | 14.20% | $24.06M |
| Vanguard group | 3.40M | 5.11% | $8.67M |
| Lsv asset management | 2.30M | 3.46% | $5.87M |
| Davidson kempner capital management lp | 2.30M | 3.46% | $5.87M |
| Zazove associates | 2.10M | 3.16% | $5.36M |
| Goldman sachs group | 2.08M | 3.13% | $5.30M |
| Geode capital management | 1.39M | 2.09% | $3.54M |
| Jones road capital management | 1.34M | 2.01% | $3.41M |
| State street | 1.22M | 1.83% | $3.17M |
| Dimensional fund advisors lp | 797.97K | 1.20% | $2.03M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Jones road capital management | 1.34M | 1.61% | $3.41M |
| Zazove associates | 2.10M | 0.61% | $5.36M |
| Ironwood investment management | 377.28K | 0.51% | $962.07K |
| Campbell capital management | 316.82K | 0.35% | $807.90K |
| Bard associates | 320.99K | 0.32% | $834.51K |
| Navis wealth advisors | 71.00K | 0.21% | $181.04K |
| Davidson kempner capital management lp | 2.30M | 0.12% | $5.87M |
| Castleknight management lp | 731.23K | 0.09% | $1.86M |
| Wealth alliance advisory group | 50.00K | 0.03% | $127.50K |
| Fortitude family office | 12.55K | 0.02% | $31.99K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Rhumbline advisers | 393.11K | 0.00% | 238.78K |
| Campbell capital management | 316.82K | 0.35% | 178.76K |
| Simplex trading | 139.35K | 0.00% | 129.43K |
| Nuveen asset management | 280.85K | 0.00% | 107.96K |
| Jane street group | 143.32K | 0.00% | 107.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.08M | 0.00% | -480.72K |
| Penserra capital management | - | - | -313.70K |
| Millennium management | 164.46K | 0.00% | -157.00K |
| Los angeles capital management | - | - | -142.09K |
| Ubs group | 373.42K | 0.00% | -122.07K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Corebridge financial | 35.46K | 0.00% | 35.46K | $90.42K |
| Mirae asset global etfs | 32.54K | 0.00% | 32.54K | $82.98K |
| Catalina capital group | 18.31K | 0.02% | 18.31K | $46.70K |
| Nissay asset management corp /japan/ /adv | 10.08K | 0.00% | 10.08K | $25.71K |
| Global retirement partners | 4.38K | 0.00% | 4.38K | $11.17K |
Sold Out
| Holder | Change |
|---|---|
| Ridgewood investments | -17.00 |
| Ancora advisors | -479.00 |
| Metropolitan life insurance co/ny | -1.68K |
| Clear street markets | -3.11K |
| Cornerstone wealth management | -10.59K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 118 | 0.85% | 33,760,653 | -5.83% | 50 | 1.74% | 41 | -22.64% | 39 | 14.71% |
| Jun 30, 2024 | 117 | 8.33% | 35,851,554 | -1.08% | 53 | 1.79% | 53 | 20.45% | 34 | - |
| Mar 31, 2024 | 108 | -0.92% | 36,243,729 | -4.82% | 54 | 1.64% | 44 | -6.38% | 34 | 9.68% |
| Dec 31, 2023 | 109 | -11.38% | 38,077,254 | -0.00% | 57 | 1.73% | 47 | -27.69% | 31 | 10.71% |
| Sep 30, 2023 | 123 | - | 38,078,115 | -6.92% | 57 | 1.53% | 65 | 32.65% | 28 | -28.21% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 2.07M | 3.12% | - |
| BlackRock Advantage Small Cap Core Instl | 1.92M | 2.89% | - |
| iShares Russell 2000 ETF | 1.67M | 2.50% | -3.74K |
| Vanguard Institutional Extnd Mkt Idx Tr | 895.61K | 1.35% | - |
| Fidelity Small Cap Index | 693.86K | 1.04% | -10.71K |
| iShares Russell 2000 Value ETF | 615.76K | 0.93% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 373.33K | 0.56% | -13.60K |
| Blackrock Russell 2000 Alpha Tilts Fd A | 350.84K | 0.53% | 6.03K |
| Fidelity Extended Market Index | 348.43K | 0.52% | 15.23K |
| Russell 2500 Alpha Tilts Fund F | 336.09K | 0.51% | 23.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2024 | Vaziri Abteen | - | Sell | $6.70K |
| Oct 16, 2023 | Vaziri Abteen | - | Sell | $3.71K |
| Sep 25, 2023 | Stockton Richard J | CEO and President | Buy | $5.16K |
| Sep 27, 2023 | Stockton Richard J | CEO and President | Buy | $8.64K |
| Aug 31, 2023 | Stockton Richard J | CEO and President | Buy | $53.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q3 | 7 | - |
| 2023 Q2 | - | - |
BHR Ownership FAQ
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