Position in XHR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,606
+$71 QoQ
Shares Held
128
-25.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#271
of 296 holders
Holding Since
Mar 2025
6 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, 2026True Wealth Design, LLC holds $213,547 across 10 REIT - Hotel & Motel names. XHR ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
5,182 | $122,865 | |
| 2 | PK |
Park Hotels & Resorts Inc.
|
3,160 | $45,030 | |
| 3 | PEB |
Pebblebrook Hotel Trust
|
1,094 | $21,234 | |
| 4 | RLJ |
RLJ Lodging Trust
|
734 | $8,697 | |
| 5 | DRH |
DiamondRock Hospitality Co
|
424 | $5,164 | |
| 6 | INN |
Summit Hotel Properties, Inc.
|
707 | $4,956 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
This page
|
128 | $2,606 | |
| 8 | CLDT |
Chatham Lodging Trust
|
141 | $1,865 |
All Filings in XHR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,606 | 128 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,535 | 171 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,417 | 171 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,126 | 155 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,005 | 80 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $23 | 2 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||