BHR β€” BRAEMAR HOTELS & RESORTS INC

Ownership history in Accretive Wealth Partners, LLC  Β·  2 quarters on record

This page tracks every 13F SEC filing in which Accretive Wealth Partners, LLC reported a position in BRAEMAR HOTELS & RESORTS INC (BHR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q4)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
2
% of Fund (quarterly)    BHR price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 63,230 β€” 0% 0.05% $181K $2.87
2025 Q3 INITIATED 63,230 β€” β€” 0.05% $173K $2.68

🏒 Other funds also holding BHR

As of 2025 Q4 β€” sorted by position size

Worth Venture Partners, LLC 3Y 7Y 2.52% ZAZOVE ASSOCIATES LLC 3Y 7Y 0.6% IRONWOOD INVESTMENT MANAGEMENT LLC 3Y 7Y 0.52% Anson Funds Management LP 3Y 7Y 0.33% Rangeley Capital, LLC 0.18% Odyssean, LLC 0.07% INFRASTRUCTURE CAPITAL ADVISORS, LLC 3Y 7Y 0.05% Penn Capital Management Company, LLC 3Y 7Y 0.04% CAMPBELL CAPITAL MANAGEMENT INC 3Y 7Y 0.03% NOESIS CAPITAL MANGEMENT CORP 3Y 7Y 0.03%
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