Wealth Enhancement Advisory Services
XHR

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
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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
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VCM
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return