Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

XENIA HOTELS & RESORTS INC (XHR)

253 + Investors. Track Smart Money conviction in XHR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
5Q ▲
Buyers last Q
54%

Smart Money Signals — XHR

Based on 253 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added XHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
253 hedge funds hold XHR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

134 buying113 selling
Last quarter: 134 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~36 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 34 → 34 → 34 → 36. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 20% medium 13% new
169 out of 253 hedge funds have held XHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~36 new funds/quarter

39 → 34 → 34 → 34 → 36 new funds/Q
New funds entering each quarter: 34 → 34 → 34 → 36. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 74% of holders stayed 2+ years

74% veterans 9% 1-2yr 18% new
Of 253 current holders: 186 (74%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
40 of 253 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in XHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: XHR

How many hedge funds hold XHR — quarterly history vs. share price
Quarterly hedge fund ownership of XHR vs. share price

Market Analysis: XHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XHR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 0 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: XHR
2026 Q1 Stats Unlock in 21 days 253 + Investors

Track Smart Money conviction in XHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 253 249 1.61%
13F Shares 88M 90M -2.55%
Total Value $1.24B $1.23B 0.49%
New Positions 36 34 +2
Increased Positions 99 98 +1
Closed Positions 31 26 +5
Reduced Positions 82 90 -8
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XHR

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

253 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XHR. Verified SEC 13F-HR filings.

Top 25 institutional holders of XHR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1492 Capital Management LLC 0.18% 32,406 $481K
2 LAZARI CAPITAL MANAGEMENT, INC. 0.14% 27,753 $412K
3 JAMES INVESTMENT RESEARCH, INC. 0.05% 32,809 $487K
4 CWA Asset Management Group, LLC 0.05% 97,592 $1.4M
5 Inspire Investing, LLC 0.04% 34,499 $512K
6 Y-Intercept (Hong Kong) Ltd 0.02% 58,676 $870K
7 State of Alaska, Department of Revenue 0.02% 98,463 $1K
8 Diversified Trust Co 0.01% 42,947 $637K
9 Louisiana State Employees Retirement System 0.01% 42,000
10 Smallwood Wealth Investment Management, LLC 0.01% 1,095 $16K
11 Versant Capital Management, Inc 0.01% 5,333 $79K
12 Concurrent Investment Advisors, LLC 0.01% 38,435 $570K
13 QRG CAPITAL MANAGEMENT, INC. 0.01% 37,593 $557K
14 GAMMA Investing LLC 0.01% 7,925 $118K
15 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% 130,517 $2K
16 YOUSIF CAPITAL MANAGEMENT, LLC 0.00% 16,315 $242K
17 Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% 22,336 $331K
18 IFM Investors Pty Ltd 0.00% 15,326 $227K
19 Retirement Wealth Solutions LLC 0.00% 197 $3K
20 NVWM, LLC 0.00% 387 $6K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 58,116 $862K
22 IFP Advisors, Inc 0.00% 3,900 $58K
23 Ascentis Independent Advisors 0.00% 1,029 $15K
24 HARBOR CAPITAL ADVISORS, INC. 0.00% 963
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 37,320 $553K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — XENIA HOTELS & RESORTS INC (XHR)

What does the Smart Money Trend signal show for XHR?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added XHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XHR?

Slight buying edge — 54% buying: Last quarter: 134 funds bought or added vs 113 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XHR holders?

Elite ownership — 58% AUM from top-100 funds: 40 of 253 holders are among the 100 largest funds by AUM, controlling 58% of total institutional value in XHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XHR?

67% of holders stayed for 2+ years: 169 out of 253 hedge funds have held XHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.