XHR at a glance
Xenia Hotels & Resorts, Inc. (XHR, SEC CIK 1616000) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 15, 2026 and Form 4 insider filings as recently as May 15, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Xenia Hotels & Resorts, Inc. (XHR) reported revenue of $1.1 billion (up 3.8% from FY2024) and net income of $63.1 million. Diluted EPS was $0.64.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Xenia Hotels & Resorts, Inc. (XHR) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SHAH ATISH on May 7, 2026 of 120,000 shares at $17.00 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.1B
- +3.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 32 funds
- $1.1B · +0 vs prior quarter
- Latest 8-K
- Sep 15, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: REIT investing in luxury and upper upscale hotels in top 25 U.S. lodging and leisure markets
- Operates 94.4% ownership in Operating Partnership with remaining 5.6% held by executives and LTIP participants
- Structure maintains third-party management through taxable REIT subsidiary (XHR Holding) to comply with REIT requirements
- Focus on engaging eligible independent third-party hotel operators under management agreements
- No new products, segments, or strategic shifts explicitly introduced in 2026 filing
Risk Factors
- Operational risk: Dependence on third-party hotel managers under long-term agreements may affect quality of service and hotel performance
- Geopolitical/macroeconomic threat: New competitive hotel supply from market development driven by construction costs and financing availability impacts RevPAR growth
- Financial risk: Interest expense rose 7.2% to $86.7 million due to higher term loan debt and expiration of interest rate hedges in February 2025
- Competitive risk: Intense local market competition from existing and new hotels and alternative accommodations challenges revenue and occupancy levels
- Operational risk: Fixed expenses like personnel, rent and property taxes limit cost reduction capability during demand downturns, impacting cash flow and margins
Management Discussion & Analysis
- Revenue details not explicitly stated; Net income $66.9M in 2025 vs $16.9M in 2024, $19.9M in 2023
- Operating profitability: Adjusted EBITDAre $258.3M in 2025 vs $237.1M in 2024 and $251.7M in 2023
- Best performing segment by EBITDAre: 2025 total $246.1M; no segment breakdown provided
- Cash & liquidity: $140.4M cash + $82.7M restricted cash end 2025; $120.4M share repurchases in 2025; no dividend or capex amounts detailed
- Forward-looking: Management expects liquidity from cash flow, revolving credit, potential asset sales; no formal guidance; focus on revenue/profit maximization, portfolio value enhancement, sustainable cash flow
AI summary of the XHR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Quarterly revenue $295.5M, up 2.8% YoY from $287.6M
- Net loss $20.7M vs net income $58.6M, driven by $38.8M impairment loss
- Best line rooms revenue $166.7M, up 5.2%; worst other revenue $26.4M, down 1.9%
- RevPAR $206.54, up 7.3%; occupancy 72.3% vs 72.2%, ADR $285.71, up 7.1%
- Near-term headwinds consumer confidence, inflation, interest rates, recession risk, conflicts and trade disputes
Risk Factors
- Risk Factors section states “None,” indicating no newly disclosed or changed risk factors for the quarter
- Regulatory and compliance risk unchanged based on the filing’s absence of reported risk-factor updates
- Operational and competitive risks not updated in the provided section
- Financial risks, including liquidity, debt maturities, currency exposure, and concentration, not updated in the provided section
AI summary of the XHR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Signature confirms Xenia Hotels & Resorts’ Form 8-K filing dated September 15, 2026
- CFO Atish Shah authorized and signed the report for the company
Item 8.01: Other Events
- Equity Distribution Agreement establishes an at-the-market offering framework for Xenia Hotels & Resorts
- Jefferies, BofA Securities, Goldman Sachs and other dealers appointed as sales agents, principals or forward sellers
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature information dated July 30, 2026
- No operating results or financial metrics provided in the submitted 2.02 text
Item EX-99.1: Item EX-99.1
- Q2 net loss $19.3M versus $55.2M income, driven largely by a $38.8M impairment on Kimpton RiverPlace
- Operating momentum remained positive: RevPAR $206.54, up 5.6%, while Adjusted FFO/share rose 7.0% to $0.61
AI summaries of XHR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for XHR
Don't miss the next XHR filing
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- Fund moves. Which tracked funds opened, added or cut XHR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| OKLAK DENNIS D | A | May 14, 2026 | 6,098 | - |
| McCormick Mary E | A | May 14, 2026 | 6,098 | - |
| Gartland Thomas M | A | May 14, 2026 | 6,098 | - |
| GOULET, BEVERLY K. | A | May 14, 2026 | 6,098 | - |
| Moorehead Terrence | A | May 14, 2026 | 6,098 | - |
| Isaacs-Lowe Arlene | A | May 14, 2026 | 6,098 | - |
| BASS KEITH E | A | May 14, 2026 | 6,098 | - |
| SHAH ATISH | Sell | May 7, 2026 | 120,000 | $17.00 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $1.0B | $1.0B | $1.1B |
| Operating Income | $97.6M | $86.8M | $107.5M |
| Net Income | - | $16.1M | $63.1M |
| Op. Margin | 9.5% | 8.4% | 10.0% |
| Net Margin | - | 1.6% | 5.8% |
| Balance Sheet | |||
| Total Assets | $2.9B | $2.8B | $2.8B |
| Equity | $1.3B | $1.2B | $1.1B |
| ROE | - | 1.3% | 5.6% |
| Per Share | |||
| EPS | $0.17 | $0.15 | $0.64 |
| Cash Flow | |||
| Operating CF | $198.1M | $163.7M | $176.5M |
Source: XBRL data in Xenia Hotels & Resorts, Inc. (XHR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate XHR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.06B |
| Q1 2026 | 32 | $766.9M |
| Q4 2025 | 28 | $757.8M |
| Q3 2025 | 27 | $762.7M |
| Q2 2025 | 27 | $669.9M |
| Q1 2025 | 24 | $437.2M |
| Q4 2024 | 19 | $477.3M |
| Q3 2024 | 18 | $219.6M |
- Prudential Financial+418.1K (+117%)
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- Citadel Advisors LLC+156.3K (+593%)
- Two Sigma Investments+123.5K (+159%)
- Millennium Management−728.2K (-83%)
- Bank of America Corp−521.1K (-68%)
- Vanguard Portfolio Management LLC−189.2K (-2%)
- Ameriprise Financial−81.5K (-9%)
- State Street Corp−75.9K (-1%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 207 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
XHR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 15, 2026 | - | Analysis | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Jul 30, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 4 | May 11, 2026 | - | - | |
| 4 | May 7, 2026 | - | - | |
| 8-K | May 1, 2026 | - | Analysis | - |
| 10-Q | May 1, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 4 | Feb 26, 2026 | - | - | - |
| 8-K | Feb 24, 2026 | - | Analysis | - |
| 10-K | Feb 24, 2026 | Dec 31, 2025 | Analysis | |
| SC 13G | Feb 5, 2026 | - | - |
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XHR SEC filings: frequently asked questions
Which institutions hold XHR stock?
As of June 30, 2026, the largest Xenia Hotels & Resorts, Inc. (XHR) holders among the 13F filers tracked by SignalX were BlackRock ($348.8 million), Vanguard Portfolio Management LLC ($249.0 million), State Street Corp ($110.4 million), Vanguard Capital Management LLC ($84.6 million), Morgan Stanley ($29.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was XHR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Xenia Hotels & Resorts, Inc. (XHR) reported revenue of $1.1 billion (up 3.8% from FY2024) and net income of $63.1 million. Diluted EPS was $0.64. The figures come from the XBRL data in the 10-K.
What are the main risks in XHR's latest 10-K?
In the 10-K filed February 24, 2026, Xenia Hotels & Resorts, Inc. (XHR) flagged: Operational risk: Dependence on third-party hotel managers under long-term agreements may affect quality of service and hotel performance. Geopolitical/macroeconomic threat: New competitive hotel supply from market development driven by construction costs and financing availability impacts RevPAR growth. (AI summary of the Risk Factors section.)
What did XHR report in its latest 8-K?
Xenia Hotels & Resorts, Inc. (XHR) filed an 8-K on September 15, 2026 reporting Item 7.01 (Regulation FD Disclosure). Signature confirms Xenia Hotels & Resorts’ Form 8-K filing dated September 15, 2026.
What are the latest XHR SEC filings?
Xenia Hotels & Resorts, Inc. (XHR) filed its latest 10-K annual report on February 24, 2026, a 10-Q quarterly report on July 30, 2026, an 8-K current report on September 15, 2026 and a Form 4 insider filing on May 15, 2026.
What is XHR's SEC CIK number?
Xenia Hotels & Resorts, Inc. (XHR)'s SEC Central Index Key (CIK) is 1616000. EDGAR lists every XHR filing under that number.
Ask anything about XHR
The research agent reads XHR's filings, financials, insider trades and 13F holders, then answers with sources.