Wealth Enhancement Advisory Services
XHR icon

Wealth Enhancement Advisory Services’s Xenia Hotels & Resorts XHR Stock Holding History

Wealth Enhancement Advisory 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
Q3 		$773K Buy
42,863
+1,750
+4% +$33.9K ﹤0.01% 2388
2026
Q2 		$829K Buy
41,113
+3,793
+10% +$65.5K ﹤0.01% 2222
2026
Q1 		$553K Sell
37,320
-4,487
-11% -$67.6K ﹤0.01% 2237
2025
Q4 		$618K Sell
41,807
-2,522
-6% -$34.4K ﹤0.01% 2320
2025
Q3 		$571K Buy
44,329
+9,561
+27% +$130K ﹤0.01% 2260
2025
Q2 		$459K Buy
34,768
+15,137
+77% +$173K ﹤0.01% 2291
2025
Q1 		$231K Buy
19,631
+1,943
+11% +$27K ﹤0.01% 2607
2024
Q4 		$263K Buy
17,688
+6,753
+62% +$102K ﹤0.01% 2487
2024
Q3 		$162K Sell
10,935
-5,412
-33% -$75.2K ﹤0.01% 2481
2024
Q2 		$234K Buy
+16,347
New +$237K ﹤0.01% 2172

Other funds holding XHR

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
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

Wealth Enhancement Advisory Services's XHR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Xenia Hotels & Resorts (XHR) stake by 4.3% in Q3 2026, buying an estimated $33.9K and bringing the position to 42,863 shares worth $773K. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Wealth Enhancement Advisory Services first reported a position in XHR in Q2 2024 and has held it in 10 quarters since. The position peaked at $829K in Q2 2026. 15 funds tracked by Wall St. Rank hold XHR as of Q3 2026.

  • Wealth Enhancement Advisory Services held 42,863 shares of Xenia Hotels & Resorts worth $773K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,750 Xenia Hotels & Resorts shares in Q3 2026, an estimated $33.9K.
  • Xenia Hotels & Resorts made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2388 holding.
  • Wealth Enhancement Advisory Services first reported a position in Xenia Hotels & Resorts in Q2 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Xenia Hotels & Resorts position peaked at $829K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.