WIM
XHR

Westside Investment Management’s Xenia Hotels & Resorts XHR Stock Holding History

Westside Investment Management’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 		$6.35K Buy
+312
New +$5.39K ﹤0.01% 1211
2021
Q2 		– Sell
-1,193
Closed -$23 – 763
2021
Q1 		$23 Buy
1,193
+370
+45% +$6.54K ﹤0.01% 453
2020
Q4 		$12 Hold
823
– – ﹤0.01% 487
2020
Q3 		$7 Hold
823
– – ﹤0.01% 530
2020
Q2 		$7 Buy
823
+21
+3% +$196 ﹤0.01% 513
2020
Q1 		$8 Buy
+802
New +$13.3K ﹤0.01% 500
2019
Q2 		$12K Buy
+607
New +$13.1K ﹤0.01% 446
2018
Q4 		$26.3K Sell
1,530
-644
-30% -$13.1K 0.01% 354
2018
Q3 		$51.4K Buy
2,174
+5
+0.2% +$121 0.02% 258
2018
Q2 		$52.4K Sell
2,169
-868
-29% -$19.8K 0.02% 292
2018
Q1 		$59.7K Sell
3,037
-11,255
-79% -$233K 0.03% 268
2017
Q4 		$308K Sell
14,292
-931
-6% -$20.3K 0.17% 123
2017
Q3 		$329K Buy
15,223
+6
+0% +$120 0.2% 105
2017
Q2 		$297K Buy
15,217
+632
+4% +$11.5K 0.19% 102
2017
Q1 		$244K Buy
14,585
+2,000
+16% +$35.9K 0.12% 116
2016
Q4 		$236K Buy
+12,585
New +$215K 0.16% 85

Other funds holding XHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westside Investment Management's XHR Position: Q2 2026 in Review

Westside Investment Management opened a new position in Xenia Hotels & Resorts (XHR) in Q2 2026: 312 shares worth $6.35K. The stake represents ﹤0.01% of the portfolio and ranks #1211 among its holdings. This is a return to the name: Westside Investment Management previously reported a position in XHR as recently as Q1 2021.

Westside Investment Management first reported a position in XHR in Q4 2016 and has held it in 16 quarters since. The position peaked at $329K in Q3 2017. 298 funds tracked by Wall St. Rank hold XHR as of Q2 2026.

  • Westside Investment Management held 312 shares of Xenia Hotels & Resorts worth $6.35K as of Q2 2026.
  • Xenia Hotels & Resorts was a new Westside Investment Management position in Q2 2026.
  • Xenia Hotels & Resorts made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1211 holding.
  • Westside Investment Management first reported a position in Xenia Hotels & Resorts in Q4 2016 and has held it in 16 quarters since.
  • Westside Investment Management's Xenia Hotels & Resorts position peaked at $329K in Q3 2017.
  • 298 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.