Filing Research | BHR - BRAEMAR HOTELS & RESORTS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

15 / 15 loaded

#		Instrument	quantity
1	ZAZOVE ASSOCIATES LLC	Shares	2.2MSH	$4.8M
2	Simplify Asset Management Inc.	Shares	183.0KSH	$395.3K
3	PFG Investments, LLC	Shares	148.3KSH	$320.3K
4	Sowell Financial Services LLC	Shares	69.9KSH	$151.0K
5	Police & Firemen's Retirement System of New Jersey	Shares	18.4KSH	$39.6K
6	EverSource Wealth Advisors, LLC	Shares	1.0KSH	$2.2K
7	Farther Finance Advisors, LLC	Shares	368SH	$795
8	JFS WEALTH ADVISORS, LLC	Shares	180SH	$389
9	IFP Advisors, Inc	Shares	148SH	$320
10	Fortitude Family Office, LLC	Shares	142SH	$307
11	GAMMA Investing LLC	Shares	128SH	$276
12	Fortis Group Advisors, LLC	Shares	53SH	$114
13	State of Alaska, Department of Revenue	Shares	26.8KSH	$57
14	SJS Investment Consulting Inc.	Shares	25SH	$54
15	True Wealth Design, LLC	Shares	20SH	$44

Manager changes2026-06-30 vs 2026-03-31

15 / 15 loaded

#		Instrument
1	Simplify Asset Management Inc. new	Shares	+183.0K	+$395.3K	$395.3K
2	Farther Finance Advisors, LLC added	Shares	+315	+$672	$795
3	JFS WEALTH ADVISORS, LLC new	Shares	+180	+$389	$389
4	GAMMA Investing LLC new	Shares	+128	+$276	$276
5	Fortitude Family Office, LLC added	Shares	+82	+$165	$307
6	SJS Investment Consulting Inc. added	Shares	+20	+$42	$54
7	State of Alaska, Department of Revenue unchanged	Shares	0	-$6	$57
8	Fortis Group Advisors, LLC unchanged	Shares	0	-$11	$114
9	IFP Advisors, Inc trimmed	Shares	-4	-$39	$320
10	True Wealth Design, LLC trimmed	Shares	-36	-$89	$44
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$3.7K	$39.6K
12	EverSource Wealth Advisors, LLC trimmed	Shares	-2.7K	-$6.6K	$2.2K
13	Sowell Financial Services LLC added	Shares	+2	-$14.0K	$151.0K
14	PFG Investments, LLC trimmed	Shares	-23.0K	-$83.9K	$320.3K
15	ZAZOVE ASSOCIATES LLC trimmed	Shares	-1.9M	-$6.2M	$4.8M

Filing Research | BHR - BRAEMAR HOTELS & RESORTS INC Institutional Holdings