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, Q4 2022
Institutional positions in Service Properties Trust as of Dec 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
- 249
- +14 vs. Q3 2022
- Shares held
- 132.6M
- +1.26M (+1.0%) vs. Q3 2022
- Total value
- $966.8M
- +$284.2M (+41.6%) vs. Q3 2022
- New holders
- 38
- 81 more added
- Sold out
- 24
- 92 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 3,000 | $21.9K | 0.01% | +1,000+50.0% | Added |
| Hexagon Capital Partners LLC | 2,592 | $18.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,423 | $18.0K | 0.00% | −5−0.2% | Reduced |
| Lindbrook Capital, LLC | 2,276 | $16.6K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,079 | $15.0K | 0.00% | −22,704−91.6% | Reduced |
| MCF Advisors LLC | 1,995 | $14.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,907 | $13.9K | 0.00% | +216+12.8% | Added |
| Advisory Services Network, LLC | 1,848 | $13.5K | 0.00% | +1,848 | New |
| Sound Income Strategies, LLC | 1,736 | $12.7K | 0.00% | −125−6.7% | Reduced |
| Parallel Advisors, LLC | 1,618 | $11.8K | 0.00% | −76−4.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1,500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,091 | $7.95K | 0.00% | +275+33.7% | Added |
| Knott David M Jr | 1,000 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 826 | $6.00K | 0.00% | −350−29.8% | Reduced |
| GWM Advisors LLC | 50,225 | $5.65K | 0.00% | +8,725+21.0% | Added |
| BDO Wealth Advisors, LLC | 600 | $4.37K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 600 | $4.37K | 0.00% | +600 | New |
| Norwood Financial Corp | 567 | $4.13K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 562 | $4.10K | 0.00% | −125−18.2% | Reduced |
| Money Concepts Capital Corp | 525 | $3.83K | 0.00% | +525 | New |
| Belpointe Asset Management LLC | 400 | $2.92K | 0.00% | +400 | New |
| Fifth Third Bancorp | 385 | $2.81K | 0.00% | −700−64.5% | Reduced |
| Kelly Financial Services LLC | 356 | $2.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 354 | $2.58K | 0.00% | −700−66.4% | Reduced |
| SOA Wealth Advisors, LLC. | 300 | $2.19K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 284 | $2.07K | 0.00% | +284 | New |
| ClariVest Asset Management LLC | 211 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 265 | $1.93K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 221 | $1.61K | 0.00% | +121+121.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 206 | $1.50K | 0.00% | +102+98.1% | Added |
| Caldwell Trust Co | 200 | $1.46K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 200 | $1.46K | 0.00% | +200 | New |
| Live Oak Investment Partners | – | $1.32K | 0.00% | – | New |
| Cullen/Frost Bankers, Inc. | 140 | $1.02K | 0.00% | −627−81.7% | Reduced |
| Umb Bank N A | 136 | $1.00K | 0.00% | −2,500−94.8% | Reduced |
| Cambridge Trust Co | 184 | $1.00K | 0.00% | +4+2.2% | Added |
| Bell Investment Advisors, Inc | 134 | $977 | 0.00% | +57+74.0% | Added |
| Farmers & Merchants Investments Inc | 118 | $860 | 0.00% | +20+20.4% | Added |
| Parkside Financial Bank & Trust | 107 | $780 | 0.00% | −25−18.9% | Reduced |
| Earnest Partners LLC | 87 | $634 | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 67 | $521 | 0.00% | +67 | New |
| Trustcore Financial Services, LLC | 54 | $393 | 0.00% | +54 | New |
| Key Financial Inc | 75 | $389 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $328 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $75 | 0.00% | −38−84.4% | Reduced |
| Coastal Capital Group, Inc. | 9 | $47 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | −1−4.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,389 | – | – | −872−26.7% | Reduced |
| Redwood Capital Management, LLC | 0 | $0 | 0.00% | −932,122−100.0% | Sold out |
| Littlejohn & Co LLC | 0 | $0 | 0.00% | −474,807−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −165,900−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −112,720−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −92,677−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −74,400−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −42,638−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −28,658−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −23,360−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −22,003−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −21,283−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −13,517−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −12,790−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Sonora Investment Management Group, LLC | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,302−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,402−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −4,229−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |