Wellington entities report 4.42% Xenia Hotels (XHR) stake held for clients
Rhea-AI Filing Summary
Wellington Management Group LLP and related entities report their beneficial ownership of common stock of Xenia Hotels & Resorts, Inc. as of June 30, 2026. They collectively report beneficial ownership of 4,081,029 shares, representing 4.42% of the outstanding common stock, with shared voting power over 1,761,167 shares and shared dispositive power over 4,081,029 shares. The shares are held of record by investment advisory clients of Wellington-affiliated advisers, and no single client is reported to hold more than five percent of the class.
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Key Figures
Beneficially owned shares: 4,081,029 shares
Percent of class: 4.42 %
Shared voting power: 1,761,167 shares
+3 more
6 metrics
Beneficially owned shares
4,081,029 shares
Common stock of Xenia Hotels & Resorts, as of June 30, 2026
Percent of class
4.42 %
Portion of Xenia Hotels & Resorts common stock reported as beneficially owned
Shared voting power
1,761,167 shares
Shares over which Wellington entities share voting power
Shared dispositive power
4,081,029 shares
Shares over which Wellington entities share dispositive power
CUSIP
984017103
CUSIP for Xenia Hotels & Resorts, Inc. common stock
Amendment date
06/30/2026
Date as of which the Schedule 13G/A holdings are reported
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"The securities ... are owned of record by clients of the Wellington Investment Advisers."
FAQ
What percentage of XHR common stock does Wellington Management report owning?
Wellington Management and related entities report beneficial ownership of 4.42% of Xenia Hotels & Resorts (XHR) common stock. This stake represents 4,081,029 shares held on behalf of advisory clients as of June 30, 2026.
What dispositive power does Wellington have over its XHR holdings?
Wellington reports shared dispositive power over 4,081,029 XHR shares and no sole dispositive power. This means its adviser entities can direct the disposition of these shares on behalf of their underlying clients.
Does any single Wellington client own more than 5% of XHR?
No. The filing states that no client is known to have rights over more than five percent of Xenia Hotels & Resorts common stock. The reported 4.42% interest is spread across multiple advisory clients.
Which Wellington entities are listed as reporting persons for XHR?
The Schedule 13G/A lists Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP as reporting persons for the Xenia Hotels & Resorts (XHR) common stock position.
AI-generated analysis. How Rhea-AI works. Not financial advice.