Position in XHR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$730,048
+$216,367 QoQ
Shares Held
35,857
+3.5% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#130
of 299 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in XHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026Creative Planning holds $21,370,136 across 12 REIT - Hotel & Motel names. XHR ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
530,381 | $12,575,333 | |
| 2 | APLE |
Apple Hospitality REIT, Inc.
|
100,887 | $1,695,910 | |
| 3 | RHP |
Ryman Hospitality Properties, Inc.
|
11,561 | $1,486,165 | |
| 4 | PK |
Park Hotels & Resorts Inc.
|
101,223 | $1,442,427 | |
| 5 | CLDT |
Chatham Lodging Trust
|
77,829 | $1,029,677 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
68,729 | $837,118 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
This page
|
35,857 | $730,048 | |
| 8 | PEB |
Pebblebrook Hotel Trust
|
30,157 | $585,347 |
All Filings in XHR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $730,048 | 35,857 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $513,681 | 34,638 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $370,213 | 26,182 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $346,196 | 25,233 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $230,232 | 18,316 | Shares | Sole | 2025-08-08 | |
| 2022-09-30 | $167,934 | 12,178 | Shares | Sole | 2022-11-03 | |
| 2020-12-31 | $176,593 | 11,618 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $88,546 | 10,085 | Shares | Sole | 2020-11-05 | |
| 2020-03-31 | $104,421 | 10,138 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||