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Wellington discloses 6% Xenia Hotels stake in Schedule 13G/A (NYSE: XHR)

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP and related entities have disclosed a significant ownership position in Xenia Hotels & Resorts, Inc. They report beneficial ownership of 5,726,840 shares of Xenia common stock, representing approximately 6.04% of the outstanding class as of the reported date.

The group reports no sole voting or dispositive power over the shares, but shared voting power over 2,977,581 shares and shared dispositive power over 5,726,840 shares through investment adviser affiliates. The securities are owned of record by clients of Wellington’s investment advisers, who are entitled to dividends and sale proceeds.

Wellington certifies that the shares were acquired and are held in the ordinary course of business, and not for the purpose of changing or influencing control of Xenia Hotels & Resorts, Inc., consistent with a passive institutional investment stance.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What stake does Wellington hold in Xenia Hotels & Resorts (XHR)?

Wellington and its related entities report beneficial ownership of 5,726,840 Xenia Hotels & Resorts common shares, representing about 6.04% of the class. This makes Wellington a significant institutional holder while remaining below typical control thresholds.

Who are the reporting persons in the XHR Schedule 13G/A filing?

The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. These entities sit within a parent holding and investment adviser structure managing client assets invested in Xenia Hotels & Resorts.

How much voting and dispositive power does Wellington report over XHR shares?

Wellington reports no sole voting or dispositive power. It reports shared voting power over 2,977,581 Xenia shares and shared dispositive power over 5,726,840 shares, reflecting decisions made across its investment adviser affiliates on behalf of underlying clients.

Who ultimately benefits from Wellington’s Xenia Hotels & Resorts (XHR) holdings?

The Xenia shares are owned of record by clients of Wellington’s investment advisers. Those clients have the right to receive dividends and sale proceeds, and no single client is reported to have beneficial ownership exceeding five percent of the Xenia common stock class.

Is Wellington seeking to influence control of Xenia Hotels & Resorts (XHR)?

Wellington certifies the Xenia shares were acquired and are held in the ordinary course of business, not to change or influence control of Xenia. The position is reported as a passive institutional investment rather than part of a control-seeking transaction.

What is the relevant date for Wellington’s reported XHR ownership?

The event date requiring this ownership report is listed as 12/31/2025. The reported 5,726,840 beneficially owned shares and approximately 6.04% stake in Xenia Hotels & Resorts common stock are tied to holdings as of that date.
Xenia Hotels & Resorts Inc

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