Plante Moran Financial Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

Plante Moran Financial Advisors’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	$31.2K	Buy	1,534 +66	+4%	+$1.14K	﹤0.01%	414
2026 Q1	$21.8K	Hold	1,468	–	–	﹤0.01%	418
2025 Q4	$20.8K	Hold	1,468	–	–	﹤0.01%	444
2025 Q3	$20.1K	Hold	1,468	–	–	﹤0.01%	460
2025 Q2	$18.5K	Hold	1,468	–	–	﹤0.01%	484
2025 Q1	$17.3K	Hold	1,468	–	–	﹤0.01%	500
2024 Q4	$21.8K	Hold	1,468	–	–	﹤0.01%	479
2024 Q3	$21.7K	Hold	1,468	–	–	﹤0.01%	516
2024 Q2	$21K	Hold	1,468	–	–	﹤0.01%	470
2024 Q1	$22K	Hold	1,468	–	–	﹤0.01%	491
2023 Q4	$20K	Hold	1,468	–	–	﹤0.01%	455
2023 Q3	$17.3K	Hold	1,468	–	–	﹤0.01%	453
2023 Q2	$18.1K	Hold	1,468	–	–	﹤0.01%	464
2023 Q1	$19.2K	Hold	1,468	–	–	﹤0.01%	452
2022 Q4	$19.3K	Hold	1,468	–	–	﹤0.01%	470
2022 Q3	$20K	Hold	1,468	–	–	﹤0.01%	469
2022 Q2	$21K	Hold	1,468	–	–	﹤0.01%	464
2022 Q1	$28K	Hold	1,468	–	–	0.01%	426
2021 Q4	$27K	Hold	1,468	–	–	﹤0.01%	490
2021 Q3	$26K	Hold	1,468	–	–	0.01%	506
2021 Q2	$27K	Hold	1,468	–	–	0.01%	499
2021 Q1	$29K	Hold	1,468	–	–	0.01%	471
2020 Q4	$22K	Hold	1,468	–	–	0.01%	520
2020 Q3	$13K	Hold	1,468	–	–	﹤0.01%	570
2020 Q2	$14K	Hold	1,468	–	–	0.01%	491
2020 Q1	$15K	Hold	1,468	–	–	0.01%	443
2019 Q4	$32K	Hold	1,468	–	–	0.01%	395
2019 Q3	$31K	Hold	1,468	–	–	0.01%	417
2019 Q2	$31K	Hold	1,468	–	–	0.01%	426
2019 Q1	$32K	Hold	1,468	–	–	0.01%	409
2018 Q4	$25K	Hold	1,468	–	–	0.01%	406
2018 Q3	$35K	Hold	1,468	–	–	0.01%	362
2018 Q2	$36K	Hold	1,468	–	–	0.02%	400
2018 Q1	$29K	Hold	1,468	–	–	0.02%	443
2017 Q4	$32K	Hold	1,468	–	–	0.02%	425
2017 Q3	$31K	Hold	1,468	–	–	0.02%	402
2017 Q2	$28K	Hold	1,468	–	–	0.02%	422
2017 Q1	$25K	Hold	1,468	–	–	0.02%	443
2016 Q4	$29K	Hold	1,468	–	–	0.02%	419
2016 Q3	$22K	Hold	1,468	–	–	0.01%	480
2016 Q2	$25K	Hold	1,468	–	–	0.02%	400
2016 Q1	$23K	Sell	1,468 -190	-11%	-$2.81K	0.02%	367
2015 Q4	$25K	Buy	1,658 +190	+13%	+$3.23K	0.02%	412
2015 Q3	$26K	Hold	1,468	–	–	0.02%	354
2015 Q2	$32K	Hold	1,468	–	–	0.02%	358
2015 Q1	$33K	Buy	+1,468	New	+$31.8K	0.02%	339

Other funds holding XHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

KIM

Kestrel Investment Management San Mateo, California $184M AUM 31.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Plante Moran Financial Advisors's XHR Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its Xenia Hotels & Resorts (XHR) stake by 4.5% in Q2 2026, buying an estimated $1.14K and bringing the position to 1,534 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Plante Moran Financial Advisors first reported a position in XHR in Q1 2015 and has held it in 46 quarters since. The position peaked at $36K in Q2 2018. 123 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

Plante Moran Financial Advisors held 1,534 shares of Xenia Hotels & Resorts worth $31.2K as of Q2 2026.
Plante Moran Financial Advisors bought 66 Xenia Hotels & Resorts shares in Q2 2026, an estimated $1.14K.
Xenia Hotels & Resorts made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #414 holding.
Plante Moran Financial Advisors first reported a position in Xenia Hotels & Resorts in Q1 2015 and has held it in 46 quarters since.
Plante Moran Financial Advisors's Xenia Hotels & Resorts position peaked at $36K in Q2 2018.
123 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.