HWM
XHR

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

HighMark 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
Q1 		$10.6K Hold
718
– – ﹤0.01% 282
2025
Q4 		$10.1K Hold
718
– – ﹤0.01% 311
2025
Q3 		$9.85K Hold
718
– – ﹤0.01% 302
2025
Q2 		$9.02K Hold
718
– – ﹤0.01% 329
2025
Q1 		$8.44K Buy
718
+6
+0.8% +$83 0.01% 309
2024
Q4 		$10.6K Hold
712
– – 0.01% 278
2024
Q3 		$10.5K Hold
712
– – 0.01% 287
2024
Q2 		$10.2K Hold
712
– – 0.01% 276
2024
Q1 		$10.7K Hold
712
– – 0.01% 268
2023
Q4 		$9.7K Hold
712
– – 0.01% 266
2023
Q3 		$8.39K Buy
+712
New +$8.59K 0.01% 279

Other funds holding XHR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return