Position in XHR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,469
+$3,116 QoQ
Shares Held
416
+15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 296 holders
Holding Since
Dec 2022
15 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, 2026Clearstead Advisors, LLC holds $230,142 across 13 REIT - Hotel & Motel names. XHR ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEB |
Pebblebrook Hotel Trust
|
7,739 | $150,213 | |
| 2 | HST |
Host Hotels & Resorts, Inc.
|
2,450 | $58,089 | |
| 3 | XHR |
Xenia Hotels & Resorts, Inc.
This page
|
416 | $8,469 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
38 | $4,884 | |
| 5 | APLE |
Apple Hospitality REIT, Inc.
|
103 | $1,731 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
122 | $1,485 | |
| 7 | PK |
Park Hotels & Resorts Inc.
|
96 | $1,368 | |
| 8 | CLDT |
Chatham Lodging Trust
|
99 | $1,309 |
All Filings in XHR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,469 | 416 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,353 | 361 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $5,132 | 363 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $4,925 | 359 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,500 | 358 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,210 | 358 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,319 | 358 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,287 | 358 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,130 | 358 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,373 | 358 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,875 | 358 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,217 | 358 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,406 | 358 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,686 | 358 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,718 | 358 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||