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True Wealth Design’s Xenia Hotels & Resorts XHR Stock Holding History

True Wealth Design’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
Q3 		$2.31K Hold
128
– – ﹤0.01% 1626
2026
Q2 		$2.61K Sell
128
-43
-25% -$742 ﹤0.01% 1583
2026
Q1 		$2.54K Hold
171
– – ﹤0.01% 1446
2025
Q4 		$2.42K Buy
171
+16
+10% +$218 ﹤0.01% 1380
2025
Q3 		$2.13K Buy
155
+75
+94% +$1.02K ﹤0.01% 1434
2025
Q2 		$1.01K Buy
80
+78
+3,900% +$892 ﹤0.01% 1462
2025
Q1 		$24 Buy
+2
New +$28 ﹤0.01% 2557

Other funds holding XHR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's XHR Position: Q3 2026 in Review

True Wealth Design held its Xenia Hotels & Resorts (XHR) position steady in Q3 2026 at 128 shares worth $2.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1626.

True Wealth Design first reported a position in XHR in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.61K in Q2 2026. 15 funds tracked by Wall St. Rank hold XHR as of Q3 2026.

  • True Wealth Design held 128 shares of Xenia Hotels & Resorts worth $2.31K as of Q3 2026.
  • True Wealth Design left its Xenia Hotels & Resorts share count unchanged in Q3 2026.
  • Xenia Hotels & Resorts made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1626 holding.
  • True Wealth Design first reported a position in Xenia Hotels & Resorts in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's Xenia Hotels & Resorts position peaked at $2.61K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.