| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.2M | $84.6M | -1.6% | 4.502% | 0.00% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 4.1M | $83.1M | -22.2% | 4.424% | 0.01% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.7M | $54.2M | +3.1% | 2.883% | 0.00% |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.6M | $53.0M | +1.6% | 2.821% | 0.01% |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.6M | $51.9M | -4.7% | 2.765% | 0.02% |
| 9 | Allspring Global Investments Holdings, LLC | 1.8M | $36.8M | +35.9% | 2.004% | 0.06% |
| 10 | MORGAN STANLEY | 1.5M | $29.7M | +34.1% | 1.582% | 0.00% |
| 11 | JPMORGAN CHASE & CO | 1.4M | $28.9M | +9.0% | 1.512% | 0.00% |
| 12 | GOLDMAN SACHS GROUP INC | 1.4M | $28.5M | +2.2% | 1.518% | 0.00% |
| 13 | NORTHERN TRUST CORP | 1.4M | $27.7M | +3.0% | 1.475% | 0.00% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.3M | $27.5M | +0.6% | 1.462% | 0.00% |
| 15 | Nuveen, LLC | 1.3M | $26.0M | +57.8% | 1.383% | 0.01% |
| 16 | Allianz Asset Management GmbH | 1.2M | $24.1M | +4.0% | 1.283% | 0.01% |
| 17 | ALGERT GLOBAL LLC | 961K | $19.6M | — | 1.042% | 0.23% |
| 18 | AMERIPRISE FINANCIAL INC | 844K | $17.2M | -8.8% | 0.915% | 0.00% |
| 19 | Alyeska Investment Group, L.P. | 782K | $15.9M | +4.1% | 0.847% | 0.04% |
| 20 | PRUDENTIAL FINANCIAL INC | 776K | $15.8M | +116.7% | 0.842% | 0.02% |
| 21 | Bank of New York Mellon Corp | 775K | $15.8M | +1.3% | 0.841% | 0.00% |
| 22 | PANAGORA ASSET MANAGEMENT INC | 752K | $15.3M | +4.9% | 0.815% | 0.05% |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 717K | $14.6M | +1.6% | 0.777% | 0.00% |
| 24 | Invesco Ltd. | 655K | $13.3M | +41.1% | 0.710% | 0.00% |
| 25 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 655K | $13.3M | -3.9% | 0.710% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in XHR — a direct measure of their conviction.
| 91.35% |
| 1.49 pp |
| $1.04B |
| 23% |
| Q4 2024 | 237 | +7.2% | 92.84% | +1.66 pp | $1.36B | +2.0% |
| Q3 2024 | 221 | — | 91.18% | — | $1.33B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
47 institutions opened new positions in XHR during Q2 2026, while 24 fully exited. 217 added to existing positions and 28 trimmed.
XHR institutional ownership fell by 1.57 percentage points quarter-over-quarter, with a net change of +23 holders.
The top 10 institutions account for 63.4% of all reported 13F value in XHR, and the top 25 account for 80.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Xenia Hotels & Resorts, Inc. (XHR) Institutional Ownership