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 263 institutions that hold shares in the stock, with a total of 93.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
446
shares
|
$5,882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
419
shares
|
$5,526
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
400
shares
|
$5,276
0.0% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
399
shares
|
$5,262
0.0% of portfolio
|
Q1 2025
Added 47.78%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
387
shares
|
$5,104
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
364
shares
|
$4,801
0.0% of portfolio
|
Q2 2025
Added 160.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
363
shares
|
$4,787
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
358
shares
|
$4,722
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
352
shares
|
$4,642
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
297
shares
|
$3,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
275
shares
|
$3,627
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
275
shares
|
$3,627
0.0% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
236
shares
|
$3,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
224
shares
|
$2,954
0.0% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$2,703
0.0% of portfolio
|
Q2 2022
Reduced 38.81%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
187
shares
|
$2,466
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
165
shares
|
$2,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
151
shares
|
$1,991
0.0% of portfolio
|
Q1 2025
Added 1410.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$1,952
0.0% of portfolio
|
Q4 2017
Added 419.59%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
144
shares
|
$1,899
0.0% of portfolio
|
Q1 2025
Added 58.24%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
141
shares
|
$1,859
0.0% of portfolio
|
Q1 2025
Added 14000.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$1,780
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
96
shares
|
$1,266
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
80
shares
|
$1,055
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
76
shares
|
$1,002
0.0% of portfolio
|
Q3 2022
New holding
|