Institutional Ownership Xenia Hotels & Resorts, Inc. (XHR)
This table provides information about the institutional ownership of Xenia Hotels & Resorts, Inc. (XHR). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 84.5 Million shares, which have been reported (via 13F filing form) to have a value of $825 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
275
shares
|
$2,722
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
270
shares
|
$2,673
0.0% of portfolio
|
Q4 2024
Added 145.45%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
266
shares
|
$2,633
0.0% of portfolio
|
Q1 2025
Added 35.03%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
222
shares
|
$2,197
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
207
shares
|
$2,049
0.0% of portfolio
|
Q3 2023
Reduced 89.51%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$2,029
0.0% of portfolio
|
Q2 2022
Reduced 38.81%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
187
shares
|
$1,851
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
167
shares
|
$1,653
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$1,465
0.0% of portfolio
|
Q4 2017
Added 419.59%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
140
shares
|
$1,386
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
135
shares
|
$1,336
0.0% of portfolio
|
Q1 2025
Added 50.0%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
133
shares
|
$1,316
0.0% of portfolio
|
Q4 2024
Reduced 71.7%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
131
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
Added 296.97%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
96
shares
|
$950
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
93
shares
|
$920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
91
shares
|
$900
0.0% of portfolio
|
Q4 2024
Reduced 84.31%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
90
shares
|
$891
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
80
shares
|
$792
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
76
shares
|
$752
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
74
shares
|
$732
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
59
shares
|
$584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
56
shares
|
$554
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
50
shares
|
$495
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
7
shares
|
$69
0.0% of portfolio
|
Q3 2024
New holding
|