True Wealth Design, LLC Braemar Hotels & Resorts Inc. Transaction History

True Wealth Design, LLC

$341 Billion
Q4 2025

A detailed history of True Wealth Design, LLC transactions in Braemar Hotels & Resorts Inc. stock. As of the latest transaction made, True Wealth Design, LLC holds 6 shares of BHR stock, worth $15. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$15

% of portfolio

0.0%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 08, 2026	BUY	$2.48 - $2.81 $14 - $16	6 New	6 $18,000
Q1 2025 May 13, 2025	BUY	$2.48 - $3.03 $44 - $54	18 New	18 $45,000

Others Institutions Holding BHR

# of Institutions

128

Shares Held

33.3M

Call Options Held

50K

Put Options Held

Black Rock Inc. New York, NY

9.43M
Shares

$25 Million
0.0% of portfolio
Vanguard Group Inc Valley Forge, PA

3.46M
Shares

$9.16 Million
0.0% of portfolio
Davidson Kempner Capital Management LP New York, NY

2.3M
Shares

$6.1 Million
0.2% of portfolio
Lsv Asset Management Chicago, IL

1.72M
Shares

$4.56 Million
0.01% of portfolio
Russell Investments Group, Ltd.

1.39M
Shares

$3.68 Million
0.0% of portfolio

View Full List

About Braemar Hotels & Resorts Inc.

Ticker BHR
Exchange NYSE
Sector Real Estate
Industry REIT—Hotel & Motel
Shares Outstandng 71,458,896
Market Cap $189M
Description
Braemar Hotels & Resorts is a real estate investment trust (REIT) focused on investing in luxury hotels and resorts.

More about BHR

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