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Gilpin Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History

Gilpin Wealth Management’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 		$669 Hold
37
– – ﹤0.01% 759
2026
Q2 		$754 Hold
37
– – ﹤0.01% 560
2026
Q1 		$549 Buy
37
+12
+48% +$181 ﹤0.01% 585
2025
Q4 		$354 Buy
+25
New +$341 ﹤0.01% 508

Other funds holding XHR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GAMMA Investing
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
Farther Finance Advisors
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
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MassMutual Private Wealth & Trust
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Gilpin Wealth Management's XHR Position: Q3 2026 in Review

Gilpin Wealth Management held its Xenia Hotels & Resorts (XHR) position steady in Q3 2026 at 37 shares worth $669. The position accounts for ﹤0.01% of the portfolio, ranked #759.

Gilpin Wealth Management first reported a position in XHR in Q4 2025 and has held it in 4 quarters since. The position peaked at $754 in Q2 2026. 15 funds tracked by Wall St. Rank hold XHR as of Q3 2026.

  • Gilpin Wealth Management held 37 shares of Xenia Hotels & Resorts worth $669 as of Q3 2026.
  • Gilpin Wealth Management left its Xenia Hotels & Resorts share count unchanged in Q3 2026.
  • Xenia Hotels & Resorts made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #759 holding.
  • Gilpin Wealth Management first reported a position in Xenia Hotels & Resorts in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Xenia Hotels & Resorts position peaked at $754 in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.