PWPS
XHR

Pinnacle Wealth Planning Services’s Xenia Hotels & Resorts XHR Stock Holding History

Pinnacle Wealth Planning Services’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 		$189K Buy
9,274
+4,577
+97% +$79K 0.02% 547
2026
Q1 		$69.7K Buy
4,697
+118
+3% +$1.78K 0.01% 1010
2025
Q4 		$64.7K Buy
+4,579
New +$62.5K 0.01% 1031
2021
Q1 		– Sell
-3,048
Closed -$46K – 1984
2020
Q4 		$46K Buy
+3,048
New +$36.5K 0.01% 840
2019
Q3 		– Sell
-28,260
Closed -$28K – 215
2019
Q2 		$28K Hold
28,260
– – 0.02% 176
2019
Q1 		$28K Buy
28,260
+6,075
+27% +$116K 0.02% 165
2018
Q4 		$22K Sell
22,185
-8,384
-27% -$170K 0.01% 144
2018
Q3 		$31K Sell
30,569
-851
-3% -$20.5K 0.03% 177
2018
Q2 		$31K Buy
31,420
+5,985
+24% +$136K 0.03% 181
2018
Q1 		$25K Sell
25,435
-2,412
-9% -$50K 0.03% 175
2017
Q4 		$28K Buy
+27,847
New +$606K 0.06% 142

Other funds holding XHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's XHR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Xenia Hotels & Resorts (XHR) stake by 97% in Q2 2026, buying an estimated $79K and bringing the position to 9,274 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #547.

Pinnacle Wealth Planning Services first reported a position in XHR in Q4 2017 and has held it in 11 quarters since. 299 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 9,274 shares of Xenia Hotels & Resorts worth $189K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 4,577 Xenia Hotels & Resorts shares in Q2 2026, an estimated $79K.
  • Xenia Hotels & Resorts made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #547 holding.
  • Pinnacle Wealth Planning Services first reported a position in Xenia Hotels & Resorts in Q4 2017 and has held it in 11 quarters since.
  • 299 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.