Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

XENIA HOTELS & RESORTS INC (XHR)

269 + Investors. Track Smart Money conviction in XHR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
6Q ▲
Buyers last Q
56%

Smart Money Signals — XHR

Based on 269 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added XHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
269 hedge funds hold XHR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

139 buying111 selling
Last quarter: 139 funds bought or added vs 111 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 35 → 35 → 37 → 30. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 20% medium 13% new
180 out of 269 hedge funds have held XHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~30 new funds/quarter

35 → 35 → 35 → 37 → 30 new funds/Q
New funds entering each quarter: 35 → 35 → 37 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 11% 1-2yr 16% new
Of 269 current holders: 195 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
54 of 269 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in XHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — XHR

In 2026 Q1, 139 hedge funds were net buyers of XHR (30 opened a new position, 109 added to an existing one), while 111 reduced or exited (82 trimmed, 29 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 41% of total institutional value in XHR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 269.

Hedge Fund Ownership: XHR

How many hedge funds hold XHR — quarterly history vs. share price
Quarterly hedge fund ownership of XHR vs. share price

Market Analysis: XHR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: XHR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy XENIA HOTELS & RESORTS INC (XHR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much XHR has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 52d ago
XHR
+17.3%
XLRE
+9.0%

XHR outperformed XLRE by +8.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 7d ago
XHR
+6.6%
XLRE
+2.9%

Since the filing became public, XHR outperformed XLRE by +3.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: XHR
269 + Investors

Track Smart Money conviction in XHR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 269 268 0.37%
13F Shares 88M 89M -0.9%
Total Value $1.27B $1.30B -1.96%
New Positions 30 37 -7
Increased Positions 109 103 +6
Closed Positions 29 32 -3
Reduced Positions 82 87 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: XHR

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Institutional Holders (2026 Q1)

269 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in XHR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 institutional holders of XHR — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 KESTREL INVESTMENT MANAGEMENT CORP 2.61% 294,650 $4.4M
2 CRAMER ROSENTHAL MCGLYNN LLC 0.96% 882,669 $13.1M
3 HEITMAN REAL ESTATE SECURITIES LLC 0.85% 793,790 $11.8M
4 1492 Capital Management LLC 0.18% 32,406 $481K
5 LAZARI CAPITAL MANAGEMENT, INC. 0.14% 27,753 $412K
6 Uniplan Investment Counsel, Inc. 0.12% 77,270 $1.1M
7 Nebula Research & Development LLC 0.11% 100,847 $1.3M
8 MARTINGALE ASSET MANAGEMENT L P 0.10% 267,401 $4.0M
9 EntryPoint Capital, LLC 0.08% 17,703 $263K
10 Woodline Partners LP 0.06% 1,125,344 $16.7M
11 JACOBS LEVY EQUITY MANAGEMENT, INC 0.06% 970,375 $14.4M
12 Campbell & CO Investment Adviser LLC 0.06% 66,536 $987K
13 JAMES INVESTMENT RESEARCH, INC. 0.05% 32,809 $487K
14 State of Wyoming 0.05% 30,738 $456K
15 Virtus Investment Advisers, LLC 0.05% 12,765 $189K
16 CWA Asset Management Group, LLC 0.05% 97,592 $1.4M
17 Summit Global Investments 0.05% 53,682
18 FOX RUN MANAGEMENT, L.L.C. 0.05% 17,780 $261K
19 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% 254,671 $3.8M
20 683 Capital Management, LLC 0.04% 55,000 $816K
21 Inspire Investing, LLC 0.04% 34,499 $512K
22 PANAGORA ASSET MANAGEMENT INC 0.04% 716,644 $10.6M
23 FJ Capital Management LLC 0.04% 23,462 $348K
24 LSV ASSET MANAGEMENT 0.04% 1,220,500 $18K
25 GSA CAPITAL PARTNERS LLP 0.04% 38,130
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — XENIA HOTELS & RESORTS INC (XHR)

What does the Smart Money Trend signal show for XHR?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added XHR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for XHR?

Slight buying edge — 56% buying: Last quarter: 139 funds bought or added vs 111 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for XHR holders?

Elite ownership — 41% AUM from top-100 funds: 54 of 269 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in XHR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held XHR?

67% of holders stayed for 2+ years: 180 out of 269 hedge funds have held XHR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy XENIA HOTELS & RESORTS INC (XHR) following the 2026 Q1 hedge fund 13F filings?

As of today, XHR has moved +6.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.9% for the XLRE sector ETF — an outperformance of +3.7%. Since the quarter end (March 31, 2026), XHR has gained +17.3% vs +9.0% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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