Concurrent Investment Advisors
XHR icon

Concurrent Investment Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Concurrent Investment 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 		$797K Buy
39,131
+696
+2% +$12K 0.01% 1138
2026
Q1 		$570K Sell
38,435
-14,006
-27% -$211K 0.01% 1142
2025
Q4 		$742K Buy
52,441
+30,777
+142% +$420K 0.01% 964
2025
Q3 		$297K Buy
21,664
+2,747
+15% +$37.3K 0.01% 1158
2025
Q2 		$238K Buy
18,917
+712
+4% +$8.15K ﹤0.01% 1183
2025
Q1 		$214K Buy
+18,205
New +$253K 0.01% 1096

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's XHR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Xenia Hotels & Resorts (XHR) stake by 1.8% in Q2 2026, buying an estimated $12K and bringing the position to 39,131 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #1138.

Concurrent Investment Advisors first reported a position in XHR in Q1 2025 and has held it in 6 quarters since. 298 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • Concurrent Investment Advisors held 39,131 shares of Xenia Hotels & Resorts worth $797K as of Q2 2026.
  • Concurrent Investment Advisors bought 696 Xenia Hotels & Resorts shares in Q2 2026, an estimated $12K.
  • Xenia Hotels & Resorts made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1138 holding.
  • Concurrent Investment Advisors first reported a position in Xenia Hotels & Resorts in Q1 2025 and has held it in 6 quarters since.
  • 298 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.