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Creative Planning

Position in XHR — Xenia Hotels & Resorts, Inc.

CIK 1540235 OVERLAND PARK, KS

Position in XHR

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$513,681
+$143,468 QoQ
Shares Held
34,638
+32.3% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
8 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in XHR Over Time

Shares Held

Position Value (USD)

Position in REIT - Hotel & Motel

Real Estate · as of Mar 31, 2026

Creative Planning holds $13,718,152 across 12 REIT - Hotel & Motel names. XHR ranks #7 (3.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
7 XHR
Xenia Hotels & Resorts, Inc.
This page
34,638 $513,681

All Filings in XHR

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8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $513,681 34,638
2025-12-31 $370,213 26,182
2025-09-30 $346,196 25,233
2025-06-30 $230,232 18,316
2022-09-30 $167,934 12,178
2020-12-31 $176,593 11,618
2020-09-30 $88,546 10,085
2020-03-31 $104,421 10,138