WANY
XHR

Wealthspire Advisors (New York)’s Xenia Hotels & Resorts XHR Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-491
Closed -$6.74K – 2929
2025
Q3 		$6.74K Buy
+491
New +$6.67K ﹤0.01% 2203

Other funds holding XHR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthspire Advisors (New York)'s XHR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Xenia Hotels & Resorts (XHR) in Q4 2025, closing a stake of 491 shares — an estimated $6.74K sold.

Wealthspire Advisors (New York) first reported a position in XHR in Q3 2025 and held it in 1 quarter. The position peaked at $6.74K in Q3 2025. 271 funds tracked by Wall St. Rank hold XHR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Xenia Hotels & Resorts position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 491 Xenia Hotels & Resorts shares in Q4 2025, an estimated $6.74K.
  • Wealthspire Advisors (New York) first reported a position in Xenia Hotels & Resorts in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Xenia Hotels & Resorts position peaked at $6.74K in Q3 2025.
  • 271 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.