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Service Properties Trust

SVC
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0000945394

No open-market purchases or sales by Service Properties Trust insiders were filed in the last 90 days; 224 institutions reported holding it in 13F filings for Q2 2026, worth $848.3M in total; Oaktree Capital is the only superinvestor holding it.

13F holders, Q1 2021

Institutional positions in Service Properties Trust as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
276
No complete 13F data for Q4 2020
Shares held
128.8M
No complete 13F data for Q4 2020
Total value
$1.53B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting SVC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 276 institutions
Q1 2021: 276 institutionsQ2 2021: 258 institutionsQ3 2021: 253 institutionsQ4 2021: 253 institutionsQ1 2022: 255 institutionsQ2 2022: 238 institutionsQ3 2022: 238 institutionsQ4 2022: 249 institutionsQ1 2023: 252 institutionsQ2 2023: 249 institutionsQ3 2023: 248 institutionsQ4 2023: 246 institutionsQ1 2024: 244 institutionsQ2 2024: 237 institutionsQ3 2024: 247 institutionsQ4 2024: 225 institutionsQ1 2025: 219 institutionsQ2 2025: 202 institutionsQ3 2025: 194 institutionsQ4 2025: 194 institutionsQ1 2026: 209 institutionsQ2 2026: 224 institutions
Value heldQ1 2021: $1.53B
Q1 2021: $1.53BQ2 2021: $1.75BQ3 2021: $1.44BQ4 2021: $1.15BQ1 2022: $1.18BQ2 2022: $686.8MQ3 2022: $682.9MQ4 2022: $966.8MQ1 2023: $1.32BQ2 2023: $1.14BQ3 2023: $973.5MQ4 2023: $1.10BQ1 2024: $868.6MQ2 2024: $653.5MQ3 2024: $588.6MQ4 2024: $309.0MQ1 2025: $319.2MQ2 2025: $298.5MQ3 2025: $347.5MQ4 2025: $237.5MQ1 2026: $193.9MQ2 2026: $848.3M
Institutions holding SVC and their total value by quarter
QuarterHoldersValue
Q2 2026224$848.3M
Q1 2026209$193.9M
Q4 2025194$237.5M
Q3 2025194$347.5M
Q2 2025202$298.5M
Q1 2025219$319.2M
Q4 2024225$309.0M
Q3 2024247$588.6M
Q2 2024237$653.5M
Q1 2024244$868.6M
Q4 2023246$1.10B
Q3 2023248$973.5M
Q2 2023249$1.14B
Q1 2023252$1.32B
Q4 2022249$966.8M
Q3 2022238$682.9M
Q2 2022238$686.8M
Q1 2022255$1.18B
Q4 2021253$1.15B
Q3 2021253$1.44B
Q2 2021258$1.75B
Q1 2021276$1.53B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Service Properties Trust.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding SVC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Fifth Third Bancorp39$00.00%––
Simplex Trading, LLC1,351$00.00%––
Valeo Financial Advisors, LLC8$00.00%––
Coastal Capital Group, Inc.9$00.00%––
Arkadios Wealth Advisors7$00.00%––
Summit Wealth Group, LLC12$00.00%––
TD Private Client Wealth LLC65$7710.00%––
Earnest Partners LLC87$1.00K0.00%––
Graves-Light Private Wealth Management, Inc.55$1.00K0.00%––
Key Financial Inc75$1.00K0.00%––
Rosenberg Matthew Hamilton100$1.00K0.00%––
Sittner & Nelson, LLC66$1.00K0.00%––
Hudock, Inc.227$2.00K0.00%––
TCI Wealth Advisors, Inc.144$2.00K0.00%––
Jacobi Capital Management LLC165$2.00K0.00%––
Retirement Group, LLC206$2.00K0.00%––
Bellevue Asset Management, LLC190$2.00K0.00%––
Truehand, Inc216$3.00K0.00%––
O'Shaughnessy Asset Management, LLC213$3.00K0.00%––
Carroll Financial Associates, Inc.253$3.00K0.00%––
Founders Capital Management250$3.00K0.00%––
Certified Advisory Corp275$3.00K0.00%––
Private Capital Group, LLC261$3.00K0.00%––
Hexagon Capital Partners LLC315$3.00K0.00%––
SOA Wealth Advisors, LLC.300$3.00K0.00%––
Loomis Sayles & Co L P366$4.00K0.00%––
IFP Advisors, Inc426$4.00K0.00%––
Kelly Financial Services LLC356$4.22K0.00%––
FMR LLC453$5.00K0.00%––
Oakworth Capital, Inc.383$5.00K0.00%––
Berman Capital Advisors, LLC478$5.00K0.00%––
Charter Oak Capital Management, LLC388$5.00K0.00%––
Enterprise Financial Services Corp518$6.00K0.00%––
Trust Co of Vermont500$6.00K0.00%––
Sowell Financial Services LLC496$6.00K0.00%––
Central Trust Co625$7.00K0.00%––
AdvisorNet Financial, Inc600$7.00K0.00%––
JJJ Advisors Inc.621$7.00K0.00%––
Spire Wealth Management580$7.00K0.00%––
First Horizon Advisors, Inc.700$8.00K0.00%––
Ellevest, Inc.649$8.00K0.00%––
American Portfolios Advisors755$8.95K0.00%––
Cullen/Frost Bankers, Inc.767$9.00K0.00%––
Meeder Asset Management Inc783$9.00K0.00%––
NEXT Financial Group, Inc800$9.00K0.00%––
Investment Research & Advisory Group, Inc.800$9.00K0.01%––
Huntington National Bank904$11.0K0.00%––
Steward Partners Investment Advisory, LLC963$11.4K0.00%––
Knott David M1,000$12.0K0.01%––
Capital Advisory Group Advisory Services, LLC1,000$12.0K0.00%––
Harbour Investments, Inc.1,341$16.0K0.00%––
Eaton Vance Management1,350$16.0K0.00%––
Barnett & Company, Inc.1,380$16.0K0.01%––
Washington Trust Co1,500$18.0K0.00%––
MCF Advisors LLC1,995$24.0K0.00%––
AllSquare Wealth Management LLC2,209$26.0K0.02%––
Duncker Streett & Co Inc2,367$28.0K0.01%––
Point72 Hong Kong Ltd2,380$28.0K0.00%––
KBC Group NV2,586$31.0K0.00%––
Sound Income Strategies, LLC2,631$31.2K0.01%––
Geneos Wealth Management Inc.2,817$34.0K0.00%––
Harbor Investment Advisory, LLC3,000$36.0K0.01%––
Lindbrook Capital, LLC2,997$36.0K0.01%––
Plante Moran Financial Advisors, LLC3,460$41.0K0.01%––
Fieldpoint Private Securities, LLC3,885$46.0K0.01%––
Abundance Wealth Counselors4,418$52.0K0.01%––
Kayne Anderson Rudnick Investment Management LLC4,500$53.0K0.00%––
Cutler Group LP4,800$56.0K0.00%––
BDO Wealth Advisors, LLC4,856$58.0K0.01%––
Larson Financial Group LLC4,992$59.0K0.02%––
Quadrant Capital Group LLC5,074$60.0K0.01%––
Migdal Insurance & Financial Holdings Ltd.5,720$68.0K0.00%––
Quantbot Technologies LP5,772$68.0K0.01%––
Group One Trading, L.P.6,081$72.0K0.00%––
Parallel Advisors, LLC6,751$80.0K0.00%––
Van Eck Associates Corp6,820$81.0K0.00%––
Northwestern Mutual Wealth Management Co7,014$83.0K0.00%––
Acadian Asset Management LLC9,169$109.0K0.00%––
Man Group plc10,046$119.0K0.00%––
Pinz Capital Management, LP10,100$120.0K0.03%––
Greenleaf Trust10,240$121.0K0.00%––
Mackenzie Financial Corp10,633$126.0K0.00%––
Eukles Asset Management11,024$131.0K0.08%––
The PNC Financial Services Group, Inc.11,073$132.0K0.00%––
Evergreen Capital Management LLC11,508$136.0K0.01%––
Sumitomo Mitsui DS Asset Management Company, Ltd11,503$136.0K0.00%––
First Hawaiian Bank11,530$137.0K0.01%––
Cambridge Investment Research Advisors, Inc.11,605$138.0K0.00%––
Two Sigma Advisers, LP11,600$138.0K0.00%––
M&T Bank Corp12,042$143.0K0.00%––
HM Payson & Co12,250$145.0K0.00%––
HighTower Advisors, LLC12,317$147.0K0.00%––
Alpha Cubed Investments, LLC12,400$147.0K0.01%––
Crossmark Global Holdings, Inc.12,455$148.0K0.00%––
Dorsey & Whitney Trust CO LLC12,679$150.0K0.01%––
Baird Financial Group, Inc.12,750$151.0K0.00%––
Profund Advisors LLC13,858$164.0K0.01%––
Wetherby Asset Management Inc14,301$170.0K0.01%––
Amalgamated Bank14,658$174.0K0.01%––
Athanor Capital, LP14,645$174.0K0.01%––