Institutional Ownership Xenia Hotels & Resorts, Inc. (XHR)
This table provides information about the institutional ownership of Xenia Hotels & Resorts, Inc. (XHR). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
940
shares
|
$13,573
0.0% of portfolio
|
Q2 2025
Added 63.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
884
shares
|
$12,764
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
836
shares
|
$12,071
0.0% of portfolio
|
Q2 2025
Reduced 26.08%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
727
shares
|
$10,497
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
718
shares
|
$10,367
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
639
shares
|
$9,227
0.0% of portfolio
|
Q2 2025
Added 68.6%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
625
shares
|
$9,025
0.0% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
555
shares
|
$8,014
0.0% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
500
shares
|
$7,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
488
shares
|
$7,046
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
466
shares
|
$6,729
0.0% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
464
shares
|
$6,700
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
450
shares
|
$6,498
0.0% of portfolio
|
Q4 2022
Reduced 40.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
419
shares
|
$6,050
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
400
shares
|
$5,776
0.0% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
387
shares
|
$5,588
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
364
shares
|
$5,256
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
358
shares
|
$5,169
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
356
shares
|
$5,140
0.0% of portfolio
|
Q2 2025
Reduced 34.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
352
shares
|
$5,082
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
297
shares
|
$4,288
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
275
shares
|
$3,971
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
275
shares
|
$3,971
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
236
shares
|
$3,407
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
230
shares
|
$3,321
0.0% of portfolio
|
Q2 2025
Added 70.37%
|