SWA
XHR

SOA Wealth Advisors’s Xenia Hotels & Resorts XHR Stock Holding History

SOA Wealth 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 		$6.89K Buy
338
+1
+0.3% +$17 ﹤0.01% 666
2026
Q1 		$5K Buy
337
+2
+0.6% +$30 ﹤0.01% 653
2025
Q4 		$4.74K Buy
335
+2
+0.6% +$27 ﹤0.01% 664
2025
Q3 		$4.58K Sell
333
-551
-62% -$7.48K ﹤0.01% 673
2025
Q2 		$11.1K Buy
884
+11
+1% +$126 ﹤0.01% 586
2025
Q1 		$10.3K Sell
873
-128
-13% -$1.78K ﹤0.01% 558
2024
Q4 		$14.9K Buy
1,001
+1
+0.1% +$15 ﹤0.01% 499
2024
Q3 		$14.8K Buy
1,000
+2
+0.2% +$28 ﹤0.01% 491
2024
Q2 		$14.3K Sell
998
-474
-32% -$6.86K ﹤0.01% 487
2024
Q1 		$22.1K Sell
1,472
-445
-23% -$6.21K ﹤0.01% 431
2023
Q4 		$26.1K Sell
1,917
-1,235
-39% -$15.2K 0.01% 387
2023
Q3 		$37.1K Sell
3,152
-99
-3% -$1.19K 0.01% 324
2023
Q2 		$40K Buy
3,251
+1
+0% +$12 0.01% 321
2023
Q1 		$42.5K Buy
3,250
+1
+0% +$14 0.01% 304
2022
Q4 		$42.8K Buy
3,249
+1
+0% +$15 0.01% 299
2022
Q3 		$44K Hold
3,248
– – 0.01% 285
2022
Q2 		$47K Hold
3,248
– – 0.01% 275
2022
Q1 		$62K Hold
3,248
– – 0.02% 281
2021
Q4 		$58K Sell
3,248
-998
-24% -$17.6K 0.01% 278
2021
Q3 		$75K Sell
4,246
-109
-3% -$1.91K 0.02% 259
2021
Q2 		$81K Hold
4,355
– – 0.02% 248
2021
Q1 		$84K Hold
4,355
– – 0.02% 213
2020
Q4 		$67K Buy
+4,355
New +$52.2K 0.02% 234

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

SOA Wealth Advisors's XHR Position: Q2 2026 in Review

SOA Wealth Advisors increased its Xenia Hotels & Resorts (XHR) stake by 0.3% in Q2 2026, buying an estimated $17 and bringing the position to 338 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

SOA Wealth Advisors first reported a position in XHR in Q4 2020 and has held it in 23 quarters since. The position peaked at $84K in Q1 2021. 299 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • SOA Wealth Advisors held 338 shares of Xenia Hotels & Resorts worth $6.89K as of Q2 2026.
  • SOA Wealth Advisors bought 1 Xenia Hotels & Resorts share in Q2 2026, an estimated $17.
  • Xenia Hotels & Resorts made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #666 holding.
  • SOA Wealth Advisors first reported a position in Xenia Hotels & Resorts in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Xenia Hotels & Resorts position peaked at $84K in Q1 2021.
  • 299 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.