HB Wealth Management, LLC

Position in BHR — Braemar Hotels & Resorts Inc.

CIK 1911253 Atlanta, GA

Position in BHR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$49,081

-$3,726 QoQ

Shares Held

22,723

+1.6% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#78

of 127 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

HB Wealth Management, LLC holds $1,434,860 across 4 REIT - Hotel & Motel names. BHR ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HST	Host Hotels & Resorts, Inc.	42,493	$1,007,509
2	APLE	Apple Hospitality REIT, Inc.	14,418	$242,366
3	DRH	DiamondRock Hospitality Co	11,158	$135,904
4	BHR	Braemar Hotels & Resorts Inc. This page	22,723	$49,081

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,081	22,723	+1.6%	Shares	Sole	2026-07-29
2026-03-31	$52,807	22,376	-3.9%	Shares	Sole	2026-04-27
2025-12-31	$66,856	23,295	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$63,559	23,282	-0.1%	Shares	Sole	2025-10-23
2025-06-30	$57,085	23,300	+0.2%	Shares	Sole	2025-07-17
2025-03-31	$57,904	23,255	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.