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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
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Allspring Global Investments
Charlotte, North Carolina
$59.7B AUM
29.08%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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