Braemar Hotels & Resorts Inc.: which funds bought and sold

Institutions that bought and sold Braemar Hotels & Resorts shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 65 institutions that filed 13F reports for both quarters added to or opened positions in Braemar Hotels & Resorts, and 53 cut or closed them. Together they sold a net 4.7M shares, −12.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 2.6M shares (−27.9%); index fund managers were net buyers of 466K shares (+3.1%). 14 opened a new position and 19 sold out entirely.

Bought, Q2 2026 65 institutions, 14 of them new holders Sold, Q2 2026 53 institutions, 19 of them sold out

Net change, all compared −4.7M shares (−12.3%)

Net change, active managers −2.6M shares (−27.9%), 14 bought, 6 sold

Buyers versus sellers

institutions compared, 147

65 bought 29 53 sold

Active managers and hedge funds 14 bought · 6 sold · −2.6M

Index fund managers 6 bought · 3 sold · +466K

Other institutions 45 bought · 44 sold · −2.5M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+651K +316.0%	858K	$1.9M
Goldman Sachs Group Inc	+359K +153.5%	593K	$1.3M
Blackrock, Inc. Index funds	+303K +3.6%	8.7M	$18.7M
Catalyst Funds Management Pty Ltd	+249K New position	249K	$537,797
Rockefeller Capital Management L.P.	+208K +465.9%	252K	$544,657
Los Angeles Capital Management LLC Active manager	+197K New position	197K	$425,502
D. E. Shaw & Co., Inc. Hedge fund	+184K +76.4%	424K	$916,514
Simplify Asset Management Inc.	+183K New position	183K	$395,280
Point72 Asset Management, L.P. Hedge fund	+118K New position	118K	$254,029
Geode Capital Management, LLC Index funds	+104K +7.4%	1.5M	$3.3M
Arrowstreet Capital, Limited Partnership Hedge fund	+93K +8.8%	1.1M	$2.5M
Jane Street Group, LLC	+81K +629.8%	94K	$202,634
Vanguard Portfolio Management LLC Index funds	+80K +25.2%	399K	$862,546
Citadel Advisors LLC Hedge fund	+77K +39.2%	273K	$589,207
Penserra Capital Management LLC	+74K +17.6%	494K	$1.1M
Algert Global LLC Hedge fund	+67K New position	67K	$144,644
Morgan Stanley	+63K +22.1%	350K	$756,419
Worth Venture Partners, LLC	+49K +34.2%	190K	$410,832
Citigroup Inc	+47K +1634.3%	49K	$106,691
Canada Pension Plan Investment Board	+45K +52.6%	131K	$283,824

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Marshall Wace, LLP Hedge fund	+651K +316.0%	858K	$1.9M
Los Angeles Capital Management LLC Active manager	+197K New position	197K	$425,502
D. E. Shaw & Co., Inc. Hedge fund	+184K +76.4%	424K	$916,514
Point72 Asset Management, L.P. Hedge fund	+118K New position	118K	$254,029
Arrowstreet Capital, Limited Partnership Hedge fund	+93K +8.8%	1.1M	$2.5M
Citadel Advisors LLC Hedge fund	+77K +39.2%	273K	$589,207
Algert Global LLC Hedge fund	+67K New position	67K	$144,644
Jacobs Levy Equity Management, Inc Active manager	+43K +10.9%	436K	$941,371
AQR Capital Management LLC Hedge fund	+43K +26.3%	205K	$442,822
Franklin Resources Inc Active manager	+38K New position	38K	$81,713

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Anson Funds Management LP Hedge fund	−3.6M Sold out	0	—
Zazove Associates LLC	−1.9M −46.3%	2.2M	$4.8M
Sei Investments Co	−465K Sold out	0	—
Russell Investments Group, Ltd.	−419K −93.0%	32K	$68,084
Penn Capital Management Company, LLC Active manager	−252K Sold out	0	—
UBS Group AG	−188K −42.0%	259K	$558,908
GAMCO Investors, Inc. Et Al Active manager	−165K Sold out	0	—
Landmark Investment Partners, L.P.	−151K −13.2%	989K	$2M
Dimensional Fund Advisors LP	−141K −20.0%	563K	$1.2M
Xtx Topco Ltd	−113K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−106K −44.3%	134K	$288,807
Corient Private Wealth LP	−106K Sold out	0	—
Alps Advisors Inc	−89K Sold out	0	—
Gatepass Capital, LLC	−77K −61.6%	48K	$103,680
Rangeley Capital, LLC	−59K −26.8%	163K	$351,145
Ritholtz Wealth Management	−53K −34.9%	99K	$214,253
Orvieto Partners, L.P.	−50K −33.5%	99K	$214,661
Accretive Wealth Partners, LLC	−42K Sold out	0	—
State Street Corp Index funds	−36K −2.6%	1.3M	$2.8M
Odyssean, LLC	−26K Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Anson Funds Management LP Hedge fund	−3.6M Sold out	0	—
Penn Capital Management Company, LLC Active manager	−252K Sold out	0	—
GAMCO Investors, Inc. Et Al Active manager	−165K Sold out	0	—
O'Shaughnessy Asset Management, LLC Active manager	−106K −44.3%	134K	$288,807
Renaissance Technologies LLC Hedge fund	−25K −3.5%	707K	$1.5M
Two Sigma Investments, LP Hedge fund	−458 −4.0%	11K	$23,723

New positions

largest by value

Institution	Shares	Value June 30, 2026
Catalyst Funds Management Pty Ltd	249K	$537,797
Los Angeles Capital Management LLCActive manager	197K	$425,502
Simplify Asset Management Inc.	183K	$395,280
Point72 Asset Management, L.P.Hedge fund	118K	$254,029
Algert Global LLCHedge fund	67K	$144,644
Franklin Resources IncActive manager	38K	$81,713
Cerity Partners LLC	12K	$25,748
Royal Bank Of Canada	1,793	$4,000
Parallel Advisors, LLC	1,666	$3,599
Private Wealth Management Group, LLC	961	$2,076

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Anson Funds Management LPHedge fund	3.6M	$8.5M
Sei Investments Co	465K	$1.1M
Penn Capital Management Company, LLCActive manager	252K	$594,781
GAMCO Investors, Inc. Et AlActive manager	165K	$390,108
Xtx Topco Ltd	113K	$266,048
Corient Private Wealth LP	106K	$250,411
Alps Advisors Inc	89K	$209,063
Accretive Wealth Partners, LLC	42K	$97,940
Odyssean, LLC	26K	$62,205
Kathmere Capital Management, LLC	16K	$37,158

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 128
Ten largest holders: 65.3%
Index fund managers: 47.0%
Active managers and hedge funds: 20.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	14	6	4	3	−2.6M	−27.9%
Index fund managers	6	3	0	0	+466K	+3.1%
Other institutions	45	44	10	16	−2.5M	−18.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Braemar Hotels & Resorts.

Only managers that filed a holdings report for both quarters are compared (147 here). 2 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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