OF
XHR

Optimize Financial’s Xenia Hotels & Resorts XHR Stock Holding History

Optimize Financial’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 		– Sell
-12,840
Closed -$182K – 478
2025
Q4 		$182K Buy
12,840
+184
+1% +$2.51K 0.09% 316
2025
Q3 		$174K Buy
+12,656
New +$172K 0.09% 319

Other funds holding XHR

BlackRock
BlackRock New York $5.72T 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 $871B 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

Optimize Financial's XHR Position: Q1 2026 in Review

Optimize Financial sold out of Xenia Hotels & Resorts (XHR) in Q1 2026, closing a stake of 12,840 shares — an estimated $182K sold.

Optimize Financial first reported a position in XHR in Q3 2025 and held it in 2 quarters. The position peaked at $182K in Q4 2025. 273 funds tracked by Wall St. Rank hold XHR as of Q1 2026.

  • Optimize Financial reported no remaining Xenia Hotels & Resorts position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 12,840 Xenia Hotels & Resorts shares in Q1 2026, an estimated $182K.
  • Optimize Financial first reported a position in Xenia Hotels & Resorts in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Xenia Hotels & Resorts position peaked at $182K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.