TWD
XHR

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
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

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return

True Wealth Design's XHR Position: Q2 2026 in Review

True Wealth Design reduced its Xenia Hotels & Resorts (XHR) stake by 25% in Q2 2026, selling an estimated $742 and leaving 128 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1583.

True Wealth Design first reported a position in XHR in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • True Wealth Design held 128 shares of Xenia Hotels & Resorts worth $2.61K as of Q2 2026.
  • True Wealth Design sold 43 Xenia Hotels & Resorts shares in Q2 2026, an estimated $742.
  • Xenia Hotels & Resorts made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1583 holding.
  • True Wealth Design first reported a position in Xenia Hotels & Resorts in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.