Retirement Wealth Solutions LLC
PensionPosition in XHR — Xenia Hotels & Resorts, Inc.
CIK 2044741
MARSHFIELD, WI
Position in XHR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,990
+$1,069 QoQ
Shares Held
196
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#268
of 296 holders
Holding Since
Sep 2025
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, 2026Retirement Wealth Solutions LLC holds $18,312 across 4 REIT - Hotel & Motel names. XHR ranks #3 (21.8% of the industry book) .
All Filings in XHR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,990 | 196 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $2,921 | 197 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $2,729 | 193 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,140 | 156 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||