AO
XHR

Advisor OS’s Xenia Hotels & Resorts XHR Stock Holding History

Advisor OS’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$413K Buy
20,264
+41
+0.2% +$708 0.03% 362
2026
Q1 		$300K Buy
+20,223
New +$305K 0.02% 423

Other funds holding XHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisor OS's XHR Position: Q2 2026 in Review

Advisor OS increased its Xenia Hotels & Resorts (XHR) stake by 0.2% in Q2 2026, buying an estimated $708 and bringing the position to 20,264 shares worth $413K. The position accounts for 0.03% of the portfolio, ranked #362.

Advisor OS first reported a position in XHR in Q1 2026 and has held it in 2 quarters since. 298 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • Advisor OS held 20,264 shares of Xenia Hotels & Resorts worth $413K as of Q2 2026.
  • Advisor OS bought 41 Xenia Hotels & Resorts shares in Q2 2026, an estimated $708.
  • Xenia Hotels & Resorts made up 0.03% of Advisor OS's portfolio in Q2 2026, its #362 holding.
  • Advisor OS first reported a position in Xenia Hotels & Resorts in Q1 2026 and has held it in 2 quarters since.
  • 298 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.