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 228 institutions that hold shares in the stock, with a total of 91.4 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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,710
shares
|
$25,735
0.0% of portfolio
|
Q3 2023
Reduced 20.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,582
shares
|
$23,809
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
1,561
shares
|
$23,493
0.0% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,468
shares
|
$22,093
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,428
shares
|
$21,491
0.0% of portfolio
|
Q2 2024
Reduced 5.37%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
1,422
shares
|
$21,401
0.0% of portfolio
|
Q3 2024
Reduced 42.89%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
1,393
shares
|
$20,964
0.0% of portfolio
|
Q4 2024
Added 50.27%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,250
shares
|
$18,812
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,161
shares
|
$17,473
0.01% of portfolio
|
Q2 2022
Added 4.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,131
shares
|
$17,021
0.0% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,130
shares
|
$17,006
0.0% of portfolio
|
Q4 2024
Added 103.6%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,106
shares
|
$16,645
0.0% of portfolio
|
Q4 2023
Reduced 44.53%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,059
shares
|
$15,937
0.0% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,029
shares
|
$15,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
1,001
shares
|
$15,065
0.0% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
974
shares
|
$14,658
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
941
shares
|
$14,162
0.0% of portfolio
|
Q2 2023
Added 154.4%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
727
shares
|
$10,941
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
712
shares
|
$10,715
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
681
shares
|
$10,249
0.0% of portfolio
|
Q3 2023
Added 5.42%
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
617
shares
|
$9,285
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
598
shares
|
$8,999
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
580
shares
|
$8,729
0.0% of portfolio
|
Q4 2023
Added 26.09%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
555
shares
|
$8,352
0.0% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
470
shares
|
$7,073
0.0% of portfolio
|
Q3 2024
Reduced 58.92%
|