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 Q2	$8.46K	Buy	416 +55	+15%	+$950	﹤0.01%	2035
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	Hold	358	–	–	﹤0.01%	1166
2023 Q3	$4.22K	Hold	358	–	–	﹤0.01%	1104
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearstead Advisors's XHR Position: Q2 2026 in Review

Clearstead Advisors increased its Xenia Hotels & Resorts (XHR) stake by 15% in Q2 2026, buying an estimated $950 and bringing the position to 416 shares worth $8.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Clearstead Advisors first reported a position in XHR in Q4 2022 and has held it in 15 quarters since. 298 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

Clearstead Advisors held 416 shares of Xenia Hotels & Resorts worth $8.46K as of Q2 2026.
Clearstead Advisors bought 55 Xenia Hotels & Resorts shares in Q2 2026, an estimated $950.
Xenia Hotels & Resorts made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2035 holding.
Clearstead Advisors first reported a position in Xenia Hotels & Resorts in Q4 2022 and has held it in 15 quarters since.
298 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.