Braemar Hotels & Resorts Ownership | Who Owns Braemar Hotels & Resorts?
Braemar Hotels & Resorts Ownership Summary
Braemar Hotels & Resorts is owned by 53.95% institutional investors, 12.22% insiders, and 33.83% 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 | 53.95% | 12.22% | 33.83% |
| Sector | Real Estate Stocks | 64.01% | 7.35% | 28.63% |
| Industry | Hotel & Motel REIT Stocks | 81.89% | 3.91% | 14.20% |
| Idea | Travel Stocks List | 59.49% | 12.23% | 28.28% |
| Idea | REIT Stocks | 69.55% | 4.60% | 25.85% |
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 |
| Ubs group | 373.42K | 0.00% | -122.07K |
| Ironwood investment management | 377.28K | 0.51% | -116.00K |
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 |
| Xtx topco | 21.67K | 0.00% | 21.67K | $55.25K |
| Mai capital management | 19.74K | 0.00% | 19.74K | $50.34K |
| Catalina capital group | 18.31K | 0.02% | 18.31K | $46.70K |
Sold Out
| Holder | Change |
|---|---|
| Ancora advisors | -479.00 |
| Metropolitan life insurance co/ny | -1.68K |
| Vanguard personalized indexing management | -10.75K |
| Proshare advisors | -11.79K |
| Mirae asset global investments | -25.07K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 123 | -5.38% | 40,909,556 | -7.24% | 61 | 1.40% | 49 | 6.52% | 39 | -23.53% |
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% | 52.18K |
| 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 |
|---|---|---|---|---|
| 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 |
| Aug 28, 2023 | Stockton Richard J | CEO and President | Buy | $19.08K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 1 |
| 2023 Q3 | 7 | - |
| 2023 Q2 | - | - |
BHR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools