HB Wealth Management, LLC

Position in BHR — Braemar Hotels & Resorts Inc.

CIK 1911253 Atlanta, GA

Position in BHR

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$52,807

-$14,049 QoQ

Shares Held

22,376

-3.9% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

HB Wealth Management, LLC holds $929,240 across 4 REIT - Hotel & Motel names. BHR ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HST	Host Hotels & Resorts, Inc.	32,590	$624,424
2	APLE	Apple Hospitality REIT, Inc.	11,632	$133,884
3	PK	Park Hotels & Resorts Inc.	11,218	$118,125
4	BHR	Braemar Hotels & Resorts Inc. This page	22,376	$52,807

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.