CA
XHR

Clearstead Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Clearstead Advisors’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
Q1 		$5.36K Sell
361
-2
-0.6% -$30 ﹤0.01% 1726
2025
Q4 		$5.13K Buy
363
+4
+1% +$55 ﹤0.01% 2011
2025
Q3 		$4.93K Buy
359
+1
+0.3% +$14 ﹤0.01% 2162
2025
Q2 		$4.5K Hold
358
– – ﹤0.01% 2135
2025
Q1 		$4.21K Hold
358
– – ﹤0.01% 1779
2024
Q4 		$5.32K Hold
358
– – ﹤0.01% 1709
2024
Q3 		$5.29K Hold
358
– – ﹤0.01% 1701
2024
Q2 		$5.13K Hold
358
– – ﹤0.01% 1684
2024
Q1 		$5.32K Hold
358
– – ﹤0.01% 1166
2023
Q4 		$4.88K Sell
358
-358
-50% -$4.42K ﹤0.01% 1166
2023
Q3 		$8.44K Buy
716
+358
+100% +$4.32K ﹤0.01% 1140
2023
Q2 		$4.41K Hold
358
– – ﹤0.01% 1062
2023
Q1 		$4.69K Hold
358
– – ﹤0.01% 1029
2022
Q4 		$4.72K Buy
+358
New +$5.33K ﹤0.01% 991

Other funds holding XHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return