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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,737
shares
|
$22,911
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,710
shares
|
$22,554
0.0% of portfolio
|
Q3 2023
Reduced 20.28%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,570
shares
|
$20,708
0.0% of portfolio
|
Q1 2025
Reduced 21.03%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
1,540
shares
|
$20,312
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,468
shares
|
$19,362
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,296
shares
|
$17,094
0.0% of portfolio
|
Q4 2024
Reduced 8.86%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
1,250
shares
|
$16,487
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,161
shares
|
$15,313
0.01% of portfolio
|
Q2 2022
Added 4.88%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,131
shares
|
$14,917
0.0% of portfolio
|
Q4 2023
Added 0.09%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,064
shares
|
$14,034
0.0% of portfolio
|
Q2 2025
Added 50.5%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,029
shares
|
$13,572
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
974
shares
|
$12,847
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
947
shares
|
$12,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
940
shares
|
$12,398
0.0% of portfolio
|
Q2 2025
Added 63.19%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
884
shares
|
$11,659
0.0% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
738
shares
|
$9,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
727
shares
|
$9,589
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
718
shares
|
$9,470
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
645
shares
|
$8,507
0.0% of portfolio
|
Q1 2025
Reduced 19.88%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
639
shares
|
$8,428
0.0% of portfolio
|
Q2 2025
Added 68.6%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
598
shares
|
$7,887
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
555
shares
|
$7,320
0.0% of portfolio
|
Q2 2024
Reduced 9.31%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
541
shares
|
$7,135
0.0% of portfolio
|
Q1 2025
Added 49.45%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
464
shares
|
$6,120
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
450
shares
|
$5,935
0.0% of portfolio
|
Q4 2022
Reduced 40.0%
|