EWA
XHR

EverSource Wealth Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

EverSource Wealth 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 		$22.9K Buy
1,124
+525
+88% +$9.06K ﹤0.01% 2335
2026
Q1 		$8.88K Buy
599
+261
+77% +$3.93K ﹤0.01% 2978
2025
Q4 		$4.78K Sell
338
-900
-73% -$12.3K ﹤0.01% 3144
2025
Q3 		$17K Buy
1,238
+35
+3% +$475 ﹤0.01% 2480
2025
Q2 		$15.1K Buy
1,203
+1,059
+735% +$12.1K ﹤0.01% 2511
2025
Q1 		$1.69K Buy
144
+53
+58% +$737 ﹤0.01% 2999
2024
Q4 		$1.35K Sell
91
-489
-84% -$7.4K ﹤0.01% 2866
2024
Q3 		$8.57K Hold
580
– – ﹤0.01% 1955
2024
Q2 		$8.05K Hold
580
– – ﹤0.01% 1978
2024
Q1 		$8.04K Hold
580
– – ﹤0.01% 1811
2023
Q4 		$7.9K Buy
580
+120
+26% +$1.48K ﹤0.01% 1669
2023
Q3 		$5.42K Buy
460
+266
+137% +$3.21K ﹤0.01% 1673
2023
Q2 		$2.39K Sell
194
-508
-72% -$6.34K ﹤0.01% 1979
2023
Q1 		$9.19K Buy
702
+394
+128% +$5.44K ﹤0.01% 1406
2022
Q4 		$4.06K Sell
308
-358
-54% -$5.33K ﹤0.01% 1685
2022
Q3 		$9K Sell
666
-429
-39% -$6.85K ﹤0.01% 1175
2022
Q2 		$16K Hold
1,095
– – ﹤0.01% 902
2022
Q1 		$21K Hold
1,095
– – 0.01% 688
2021
Q4 		$20K Buy
+1,095
New +$19.3K 0.01% 695

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

EverSource Wealth Advisors's XHR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Xenia Hotels & Resorts (XHR) stake by 88% in Q2 2026, buying an estimated $9.06K and bringing the position to 1,124 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

EverSource Wealth Advisors first reported a position in XHR in Q4 2021 and has held it in 19 quarters since. 298 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • EverSource Wealth Advisors held 1,124 shares of Xenia Hotels & Resorts worth $22.9K as of Q2 2026.
  • EverSource Wealth Advisors bought 525 Xenia Hotels & Resorts shares in Q2 2026, an estimated $9.06K.
  • Xenia Hotels & Resorts made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2335 holding.
  • EverSource Wealth Advisors first reported a position in Xenia Hotels & Resorts in Q4 2021 and has held it in 19 quarters since.
  • 298 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.