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 2022
Institutional positions in Service Properties Trust as of Mar 31, 2022. 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
- 255
- +7 vs. Q4 2021
- Shares held
- 133.5M
- +2.10M (+1.6%) vs. Q4 2021
- Total value
- $1.18B
- +$23.5M (+2.0%) vs. Q4 2021
- New holders
- 31
- 83 more added
- Sold out
- 24
- 83 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 224 | $848.3M |
| Q1 2026 | 209 | $193.9M |
| Q4 2025 | 194 | $237.5M |
| Q3 2025 | 194 | $347.5M |
| Q2 2025 | 202 | $298.5M |
| Q1 2025 | 219 | $319.2M |
| Q4 2024 | 225 | $309.0M |
| Q3 2024 | 247 | $588.6M |
| Q2 2024 | 237 | $653.5M |
| Q1 2024 | 244 | $868.6M |
| Q4 2023 | 246 | $1.10B |
| Q3 2023 | 248 | $973.5M |
| Q2 2023 | 249 | $1.14B |
| Q1 2023 | 252 | $1.32B |
| Q4 2022 | 249 | $966.8M |
| Q3 2022 | 238 | $682.9M |
| Q2 2022 | 238 | $686.8M |
| Q1 2022 | 255 | $1.18B |
| Q4 2021 | 253 | $1.15B |
| Q3 2021 | 253 | $1.44B |
| Q2 2021 | 258 | $1.75B |
| Q1 2021 | 276 | $1.53B |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fifth Third Bancorp | 39 | $0 | 0.00% | −272−87.5% | Reduced |
| Toronto Dominion Bank | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 35 | $0 | 0.00% | −9−20.5% | Reduced |
| Global Retirement Partners, LLC | 39 | $0 | 0.00% | +39 | New |
| Sutton Wealth Advisors Inc. | 40 | $353 | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 100 | $883 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 104 | $1.00K | 0.00% | −469−81.8% | Reduced |
| Earnest Partners LLC | 87 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 139 | $1.00K | 0.00% | +139 | New |
| JJJ Advisors Inc. | 283 | $2.00K | 0.00% | −203−41.8% | Reduced |
| Cambridge Trust Co | 179 | $2.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 168 | $2.00K | 0.00% | −93−35.6% | Reduced |
| Retirement Group, LLC | 207 | $2.00K | 0.00% | +1+0.5% | Added |
| SOA Wealth Advisors, LLC. | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $2.00K | 0.00% | +125+166.7% | Added |
| Raleigh Capital Management Inc. | 190 | $2.00K | 0.00% | +190 | New |
| Quent Capital, LLC | 265 | $2.00K | 0.00% | +265 | New |
| Beacon Capital Management, LLC | 180 | $2.00K | 0.00% | +180 | New |
| Charter Oak Capital Management, LLC | 389 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 313 | $3.00K | 0.00% | +313 | New |
| Kelly Financial Services LLC | 356 | $3.14K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 480 | $4.00K | 0.00% | −100−17.2% | Reduced |
| Allworth Financial LP | 475 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 405 | $4.00K | 0.00% | −85−17.3% | Reduced |
| Norwood Financial Corp | 567 | $5.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 633 | $6.00K | 0.00% | −722−53.3% | Reduced |
| Ellevest, Inc. | 730 | $6.00K | 0.00% | +55+8.1% | Added |
| Central Trust Co | 625 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 750 | $6.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 767 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 800 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,000 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 925 | $8.00K | 0.00% | +925 | New |
| Knott David M Jr | 1,000 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,054 | $9.00K | 0.00% | +350+49.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 1,000 | $9.00K | 0.00% | +1,000 | New |
| BDO Wealth Advisors, LLC | 1,100 | $10.0K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 1,332 | $12.0K | 0.00% | +1,332 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1,500 | $13.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,554 | $14.0K | 0.00% | +1,211+353.1% | Added |
| Dark Forest Capital Management LP | 1,670 | $14.0K | 0.00% | +1,670 | New |
| Plante Moran Financial Advisors, LLC | 1,801 | $16.0K | 0.00% | +1,801 | New |
| Cutler Group LP | 2,013 | $17.0K | 0.00% | −4,662−69.8% | Reduced |
| Geneos Wealth Management Inc. | 1,997 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,051 | $18.0K | 0.00% | −190−8.5% | Reduced |
| Monetary Management Group Inc | 2,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,995 | $18.0K | 0.00% | +1,995 | New |
| Lindbrook Capital, LLC | 2,315 | $20.0K | 0.00% | −466−16.8% | Reduced |
| Fieldpoint Private Securities, LLC | 2,460 | $22.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,578 | $23.0K | 0.01% | +1,843+250.7% | Added |
| Umb Bank N A | 2,725 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,845 | $25.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3,000 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,655 | $33.0K | 0.00% | −719−16.4% | Reduced |
| EMC Capital Management | 4,729 | $38.0K | 0.03% | +4,729 | New |
| Point72 Hong Kong Ltd | 4,389 | $39.0K | 0.00% | +3,415+350.6% | Added |
| Larson Financial Group LLC | 5,012 | $44.0K | 0.01% | +6+0.1% | Added |
| Tower Research Capital LLC (TRC) | 6,328 | $56.0K | 0.00% | +2,538+67.0% | Added |
| Quadrant Capital Group LLC | 6,424 | $57.0K | 0.01% | +420+7.0% | Added |
| Eukles Asset Management | 7,306 | $65.0K | 0.04% | −495−6.3% | Reduced |
| US Bancorp | 9,068 | $80.0K | 0.00% | −1,230−11.9% | Reduced |
| Mackenzie Financial Corp | 10,212 | $90.0K | 0.00% | −3,223−24.0% | Reduced |
| First Republic Investment Management, Inc. | 10,224 | $90.0K | 0.00% | +124+1.2% | Added |
| Russell Investments Group, Ltd. | 10,000 | $90.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 10,327 | $91.0K | 0.00% | +10,327 | New |
| Shelton Capital Management | 10,635 | $94.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 11,025 | $97.0K | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 11,151 | $98.0K | 0.00% | +11,151 | New |
| TownSquare Capital, LLC | 11,235 | $99.0K | 0.00% | +11,235 | New |
| Wetherby Asset Management Inc | 11,876 | $105.0K | 0.01% | +141+1.2% | Added |
| IFP Advisors, Inc | 3,891 | $107.0K | 0.00% | +3,465+813.4% | Added |
| HM Payson & Co | 12,250 | $108.0K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 12,400 | $109.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,699 | $112.0K | 0.00% | +2,982+30.7% | Added |
| Ameritas Investment Partners, Inc. | 12,870 | $114.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 13,045 | $115.0K | 0.00% | −158−1.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 13,153 | $116.0K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,345 | $118.0K | 0.00% | +230+1.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,753 | $121.0K | 0.01% | −18,934−57.9% | Reduced |
| Royal Bank of Canada | 13,787 | $121.0K | 0.00% | −17,494−55.9% | Reduced |
| Wolverine Trading, LLC | 13,806 | $124.0K | 0.00% | −24,677−64.1% | Reduced |
| Creative Planning | 14,455 | $128.0K | 0.00% | −30,319−67.7% | Reduced |
| Van Eck Associates Corp | 14,699 | $130.0K | 0.00% | +1,925+15.1% | Added |
| Penserra Capital Management LLC | 15,012 | $132.0K | 0.00% | +5,036+50.5% | Added |
| Coldstream Capital Management Inc | 15,425 | $136.0K | 0.00% | −1,173−7.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 15,700 | $139.0K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 16,457 | $145.0K | 0.01% | +16,457 | New |
| Handelsbanken Fonder AB | 17,100 | $151.0K | 0.00% | −33,500−66.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,194 | $152.0K | 0.00% | +2,171+14.5% | Added |
| Public Employees Retirement Association of Colorado | 17,928 | $158.0K | 0.00% | 00.0% | Unchanged |
| Duality Advisers, LP | 18,032 | $159.0K | 0.02% | +18,032 | New |
| Mitsubishi UFJ Trust & Banking Corp | 18,195 | $160.0K | 0.00% | 00.0% | Unchanged |
| Welch & Forbes LLC | 18,182 | $161.0K | 0.00% | −3,546−16.3% | Reduced |
| Stifel Financial Corp | 19,403 | $172.0K | 0.00% | +258+1.3% | Added |
| Metropolitan Life Insurance Co | 19,964 | $176.3K | 0.01% | −32,818−62.2% | Reduced |