Pinnacle Wealth Planning Services, Inc.
Position in XHR — Xenia Hotels & Resorts, Inc.
CIK 1726752
MANSFIELD, OH
Position in XHR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$188,818
+$119,162 QoQ
Shares Held
9,274
+97.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#203
of 296 holders
Holding Since
Dec 2020
4 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 Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $863,874 across 13 REIT - Hotel & Motel names. XHR ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RHP |
Ryman Hospitality Properties, Inc.
|
1,567 | $201,437 | |
| 2 | XHR |
Xenia Hotels & Resorts, Inc.
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|
9,274 | $188,818 | |
| 3 | HST |
Host Hotels & Resorts, Inc.
|
6,395 | $151,625 | |
| 4 | APLE |
Apple Hospitality REIT, Inc.
|
6,755 | $113,551 | |
| 5 | PEB |
Pebblebrook Hotel Trust
|
4,326 | $83,967 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
4,483 | $54,602 | |
| 7 | SHO |
Sunstone Hotel Investors, Inc.
|
3,954 | $45,273 | |
| 8 | PK |
Park Hotels & Resorts Inc.
|
794 | $11,314 |
All Filings in XHR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,818 | 9,274 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $69,656 | 4,697 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $64,747 | 4,579 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $46,329 | 3,048 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||