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Essential Partners’s Xenia Hotels & Resorts XHR Stock Holding History

Essential Partners’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
Q3 		$5.38K Sell
298
-17
-5% -$329 ﹤0.01% 1469
2026
Q2 		$6.41K Sell
315
-160
-34% -$2.76K ﹤0.01% 1423
2026
Q1 		$7.04K Buy
475
+20
+4% +$301 ﹤0.01% 1407
2025
Q4 		$6.43K Sell
455
-58
-11% -$791 ﹤0.01% 1324
2025
Q3 		$7.04K Buy
513
+490
+2,130% +$6.66K ﹤0.01% 1291
2025
Q2 		$289 Buy
+23
New +$263 ﹤0.01% 1854

Other funds holding XHR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Essential Partners's XHR Position: Q3 2026 in Review

Essential Partners reduced its Xenia Hotels & Resorts (XHR) stake by 5.4% in Q3 2026, selling an estimated $329 and leaving 298 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Essential Partners first reported a position in XHR in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.04K in Q1 2026. 15 funds tracked by Wall St. Rank hold XHR as of Q3 2026.

  • Essential Partners held 298 shares of Xenia Hotels & Resorts worth $5.38K as of Q3 2026.
  • Essential Partners sold 17 Xenia Hotels & Resorts shares in Q3 2026, an estimated $329.
  • Xenia Hotels & Resorts made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1469 holding.
  • Essential Partners first reported a position in Xenia Hotels & Resorts in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Xenia Hotels & Resorts position peaked at $7.04K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.