EverSource Wealth Advisors, LLC
Position in XHR — Xenia Hotels & Resorts, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in XHR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$22,882
+$14,003 QoQ
Shares Held
1,124
+87.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 298 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XHR Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $617,488 across 12 REIT - Hotel & Motel names. XHR ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
15,259 | $361,787 | |
| 2 | PK |
Park Hotels & Resorts Inc.
|
5,165 | $73,599 | |
| 3 | CLDT |
Chatham Lodging Trust
|
2,290 | $30,294 | |
| 4 | DRH |
DiamondRock Hospitality Co
|
2,285 | $27,830 | |
| 5 | APLE |
Apple Hospitality REIT, Inc.
|
1,631 | $27,415 | |
| 6 | XHR |
Xenia Hotels & Resorts, Inc.
This page
|
1,124 | $22,882 | |
| 7 | PEB |
Pebblebrook Hotel Trust
|
1,174 | $22,785 | |
| 8 | RLJ |
RLJ Lodging Trust
|
1,473 | $17,452 |
All Filings in XHR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,882 | 1,124 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,879 | 599 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $4,778 | 338 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,984 | 1,238 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,120 | 1,203 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,693 | 144 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,352 | 91 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,566 | 580 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,311 | 580 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $8,705 | 580 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $7,899 | 580 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,418 | 460 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,387 | 194 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,188 | 702 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,059 | 308 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $9,184 | 666 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $15,910 | 1,095 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,121 | 1,095 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $19,829 | 1,095 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||