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5%+ stakes · Schedule 13D and 13G

Braemar Hotels & Resorts Inc.: 5%+ holders

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Who has reported owning 5% or more of Braemar Hotels & Resorts Inc., from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

As of November 7, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Braemar Hotels & Resorts Inc. The largest reported stake is Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I's, at 21.9%. 27 filings are on record since August 14, 2025 (Schedule 13G/A, August 14, 2026).

Infrastructure Capital Advisors, LLC also filed stake reports on 3 other companies ↓

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Key facts

  • · Holder: Al Shams Investments LTD · Percent: 9.48% · Shares: 6,513,000 · SCHEDULE 13D/A
  • · Holder: Al Shams Investments LTD · Percent: 9.48% · SCHEDULE 13D/A
  • · Holder: Al Shams Investments LTD · Percent: 9.48% · SCHEDULE 13D/A
  • · Holder: Al Shams Investments LTD · Percent: 9.48% · SCHEDULE 13D/A
  • · Reporting person: Infrastructure Capital Advisors, LLC · Sole voting: 0 · Shared voting: 0 · Sole dispositive: 0 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-08-14
At 5% or more5
Filings27
Latest filing2026-10-30
Stated intents1

Braemar Hotels & Resorts Inc. has 27 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Stated intent

Intent stated in Item 4 Al Shams Investments LTD

The Reporting Persons also reiterated that ASIL intends to nominate several candidates for election to the Board at the 2026 Annual Meeting and has been preparing to submit its notice of nominations.From Item 4 of the SCHEDULE 13D/A filed 2026-06-10

Holders

HolderPercentSharesLatestEvent date
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I21.9%674,435SCHEDULE 13G/A, 2026-08-142026-06-30
Al Shams Investments LTD9.48%6,513,000SCHEDULE 13D/A, 2026-10-302026-10-30
Zazove Associates LLC8%247,866SCHEDULE 13G, 2026-08-142026-07-31
BlackRock, Inc.7.5%5,196,210SCHEDULE 13G/A, 2026-07-272026-06-30
Blackwells Capital LLC6.9%1,735,000SCHEDULE 13D/A, 2025-12-232025-12-23
3.6%2,595,949SCHEDULE 13D/A, 2026-03-172026-03-13
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-262026-03-13

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More on Braemar Hotels & Resorts Inc. and the records around it.

Braemar Hotels & Resorts Inc. elsewhere on the record

Companies that share a holder

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What the Full Report on Braemar Hotels & Resorts Inc. covers

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  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Infrastructure Capital Advisors, LLC0000SCHEDULE 13G/A, 2026-08-14
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I0674,4350674,435SCHEDULE 13G/A, 2026-08-14
Jay Hatfield0000SCHEDULE 13G/A, 2026-08-14
Al Shams Investments LTD06,513,00006,513,000SCHEDULE 13D/A, 2026-10-30
Wafic Rida Said06,513,00006,513,000SCHEDULE 13D/A, 2026-10-30
Zazove Associates LLC0247,8660247,866SCHEDULE 13G, 2026-08-14
Zazove Associates, Inc.0000SCHEDULE 13G, 2026-08-14
Gene T. Pretti0000SCHEDULE 13G, 2026-08-14
BlackRock, Inc.5,136,61805,196,2100SCHEDULE 13G/A, 2026-07-27

The latest filing identifies Braemar Hotels & Resorts Inc. by CUSIP 10482B101 and gives its principal executive office as 14185 DALLAS PARKWAY, SUITE 1200, DALLAS, TX 75254 (SCHEDULE 13D/A, 2026-10-30).

Purpose of Transaction (Item 4)

Ghassemieh Babak

Item 4 is hereby amended to add the following: On March 13, 2026, the Issuer notified Mr. Bob Ghassemieh that it had filed a lawsuit in the United States District Court for the District of Maryland (the "Issuer Complaint") against the Reporting Persons and certain other third parties. The following description of the Issuer Complaint is qualified in its entirety by reference to the Issuer Complaint, which is attached as Exhibit 99.1 hereto and incorporated herein by reference. The Issuer Complaint alleges, among other things, that the Reporting Persons (i) breached the Cooperation Agreement (as defined and described in Amendment No. 1 to the Schedule 13D) and (ii) violated the reporting requirements of Section 13(d) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), by failing to disclose the formation of a group on a Schedule 13D with a third party. The Issuer Complaint also alleges that Mr. Bob Ghassemieh violated Section 20(a) of the Exchange Act as a controlling person of the third party in connection with certain filings that third party made with the Securities and Exchange Commission. The Issuer seeks injunctive relief and damages. The Reporting Persons believe the allegations set forth in the Issuer Complaint are without merit and intend to defend themselves vigorously. Reference is also made to the Reporting Persons' Amendment No. 2 to the Schedule 13D for disclosure regarding Mr. Bob Ghassemieh's reasons for resigning from the Issuer's board …The first part of Item 4 of the SCHEDULE 13D/A filed 2026-03-17; the filing has the rest

Blackwells Capital LLC

No amendment to this Item is being made.Item 4 of the SCHEDULE 13D/A filed 2025-12-23

Al Shams Investments LTD

Item 4 is hereby amended and supplemented as follows: On October 30, 2026, ASIL made the following statement: "Al Shams Investments regards the proposed refresh of Braemar's Board as the right way forward. We have engaged with Ferguson Partners, although we have not met the proposed directors ourselves. However, the individuals put forward have impressive credentials, and collectively they appear to bring significant experience across REITs, real estate investment, hospitality, capital markets, and public company governance. The proposed move towards a substantially independent Board is welcome. Strong, independent governance has long been important to Al Shams Investments, and we hope these changes will prove to be a positive step towards a new chapter for Braemar under the leadership of Richard Stockton."Item 4 of the SCHEDULE 13D/A filed 2026-10-30

Timeline

FiledHolderPercentFiling
2025-08-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I14.69%SCHEDULE 13G/A
2025-08-27Ghassemieh Babak3.7%SCHEDULE 13D/A
2025-10-17BlackRock, Inc.6.5%SCHEDULE 13G/A
2025-11-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I15.74%SCHEDULE 13G/A
2025-11-18Blackwells Capital LLC5.8%SCHEDULE 13D
2025-12-23Blackwells Capital LLC6.9%SCHEDULE 13D/A
2026-02-17Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I17.64%SCHEDULE 13G/A
2026-02-23Ghassemieh Babak3.7%SCHEDULE 13D/A
2026-03-10Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-03-17Ghassemieh Babak3.6%SCHEDULE 13D/A
2026-03-26The Vanguard Group0%SCHEDULE 13G/A
2026-05-08Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-05-15Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I19.52%SCHEDULE 13G/A
2026-05-22Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-06-02Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-06-10Al Shams Investments LTD intent stated9.55%SCHEDULE 13D/A
2026-06-15Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-06-29Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-07-23Al Shams Investments LTD9.55%SCHEDULE 13D/A
2026-07-27BlackRock, Inc.7.5%SCHEDULE 13G/A
2026-08-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I21.9%SCHEDULE 13G/A
2026-08-14Zazove Associates LLC7.6%SCHEDULE 13G/A
2026-08-14Zazove Associates LLC8%SCHEDULE 13G
2026-09-08Al Shams Investments LTD9.48%SCHEDULE 13D/A
2026-09-15Al Shams Investments LTD9.48%SCHEDULE 13D/A
2026-10-08Al Shams Investments LTD9.48%SCHEDULE 13D/A
2026-10-30Al Shams Investments LTD9.48%SCHEDULE 13D/A

Questions about who owns Braemar Hotels & Resorts Inc.

Who owns Braemar Hotels & Resorts Inc.?

On this page, 5 holders' latest ownership filings report 5% or more of Braemar Hotels & Resorts Inc.: Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I (21.9%, Schedule 13G/A, filed 2026-08-14), Al Shams Investments LTD (9.48%, Schedule 13D/A, filed 2026-10-30), Zazove Associates LLC (8%, Schedule 13G, filed 2026-08-14), BlackRock, Inc. (7.5%, Schedule 13G/A, filed 2026-07-27) and Blackwells Capital LLC (6.9%, Schedule 13D/A, filed 2025-12-23).

Who are the largest shareholders of Braemar Hotels & Resorts Inc.?

By the share each holder's latest filing reports, the largest holders of Braemar Hotels & Resorts Inc. on this page are Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I (21.9%), Al Shams Investments LTD (9.48%) and Zazove Associates LLC (8%).

When did Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I buy into Braemar Hotels & Resorts Inc.?

The filings give report dates, not purchase dates. The earliest filing from Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I on this page is the Schedule 13G/A, filed 2025-08-14, reporting 14.69%; its latest, Schedule 13G/A filed 2026-08-14, reports 21.9%. That earliest filing is itself an amendment, which updates an earlier report.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 27 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Braemar Hotels & Resorts Inc.

DateRecordFigureOur pageSource
May 28, 2026Leadership change filing (Form 8-K, Item 5.02)—Leadership changesSource

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/braemar-hotels-and-resorts
Last updated 2026-11-07
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Braemar Hotels & Resorts Inc.? 5 holders at 5% or more, largest Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I 21.9%. MentionFox, 2026-11-07. https://mentionfox.com/stakes/braemar-hotels-and-resorts