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 229 institutions that hold shares in the stock, with a total of 91.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
450
shares
|
$6,615
0.0% of portfolio
|
Q4 2022
Reduced 40.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
419
shares
|
$6,159
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
387
shares
|
$5,688
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
362
shares
|
$5,321
0.0% of portfolio
|
Q3 2024
Added 74.88%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
358
shares
|
$5,262
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
331
shares
|
$4,865
0.0% of portfolio
|
Q3 2024
Reduced 6.76%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
318
shares
|
$4,674
0.0% of portfolio
|
Q4 2023
Added 374.63%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
275
shares
|
$4,042
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
208
shares
|
$3,057
0.0% of portfolio
|
Q3 2024
Added 103.92%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
207
shares
|
$3,042
0.0% of portfolio
|
Q3 2023
Reduced 89.51%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
205
shares
|
$3,013
0.0% of portfolio
|
Q2 2022
Reduced 38.81%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
187
shares
|
$2,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
148
shares
|
$2,175
0.0% of portfolio
|
Q4 2017
Added 419.59%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
140
shares
|
$2,058
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
131
shares
|
$1,925
0.0% of portfolio
|
Q3 2024
Added 296.97%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
110
shares
|
$1,617
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
98
shares
|
$1,440
0.0% of portfolio
|
Q3 2024
Reduced 31.47%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
96
shares
|
$1,411
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
90
shares
|
$1,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
90
shares
|
$1,323
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
80
shares
|
$1,176
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
76
shares
|
$1,117
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
65
shares
|
$955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
56
shares
|
$823
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
7
shares
|
$102
0.0% of portfolio
|
Q2 2024
Reduced 72.0%
|