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BOLTON SECURITIES CORPORATION’s Xenia Hotels & Resorts XHR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		– Sell
-13,100
Closed -$267K – 2352
2026
Q2 		$267K Buy
+13,100
New +$226K 0.01% 809
2025
Q3 		$96K Buy
+7,000
New +$95.1K ﹤0.01% 981

Other funds holding XHR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XHR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of Xenia Hotels & Resorts (XHR) in Q3 2026, closing a stake of 13,100 shares — an estimated $267K sold.

BOLTON SECURITIES CORPORATION first reported a position in XHR in Q3 2025 and held it in 2 quarters. The position peaked at $267K in Q2 2026. 186 funds tracked by Wall St. Rank hold XHR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining Xenia Hotels & Resorts position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 13,100 Xenia Hotels & Resorts shares in Q3 2026, an estimated $267K.
  • BOLTON SECURITIES CORPORATION first reported a position in Xenia Hotels & Resorts in Q3 2025 and held it in 2 quarters.
  • BOLTON SECURITIES CORPORATION's Xenia Hotels & Resorts position peaked at $267K in Q2 2026.
  • 186 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.