FA
XHR

Fiduciary Alliance’s Xenia Hotels & Resorts XHR Stock Holding History

Fiduciary Alliance’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 		$2.01M Buy
+98,819
New +$1.71M 0.14% 176

Other funds holding XHR

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Fiduciary Alliance's XHR Position: Q2 2026 in Review

Fiduciary Alliance opened a new position in Xenia Hotels & Resorts (XHR) in Q2 2026: 98,819 shares worth $2.01M. The stake represents 0.14% of the portfolio and ranks #176 among its holdings.

28 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • Fiduciary Alliance held 98,819 shares of Xenia Hotels & Resorts worth $2.01M as of Q2 2026.
  • Xenia Hotels & Resorts was a new Fiduciary Alliance position in Q2 2026.
  • Xenia Hotels & Resorts made up 0.14% of Fiduciary Alliance's portfolio in Q2 2026, its #176 holding.
  • 28 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.