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 2023
Institutional positions in Service Properties Trust as of Mar 31, 2023. 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
- 252
- +7 vs. Q4 2022
- Shares held
- 132.9M
- +2.05M (+1.6%) vs. Q4 2022
- Total value
- $1.32B
- +$368.6M (+38.7%) vs. Q4 2022
- New holders
- 36
- 89 more added
- Sold out
- 29
- 73 more reduced
4 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9 | $95 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70 | $675 | 0.00% | +70 | New |
| Key Financial Inc | 75 | $747 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 87 | $867 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 100 | $996 | 0.00% | −121−54.8% | Reduced |
| Spire Wealth Management | 100 | $996 | 0.00% | +100 | New |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $1.00K | 0.00% | +70 | New |
| Farmers & Merchants Investments Inc | 118 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $1.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 136 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 140 | $1.39K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 170 | $1.48K | 0.00% | +125+277.8% | Added |
| Live Oak Investment Partners | – | $1.81K | 0.00% | – | – |
| Caldwell Trust Co | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 211 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 206 | $2.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 236 | $2.35K | 0.00% | +129+120.6% | Added |
| First Horizon Advisors, Inc. | 254 | $2.53K | 0.00% | +254 | New |
| Quent Capital, LLC | 265 | $2.64K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 284 | $2.83K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 287 | $2.86K | 0.00% | −10,120−97.2% | Reduced |
| Fisher Asset Management, LLC | 299 | $2.98K | 0.00% | +299 | New |
| SOA Wealth Advisors, LLC. | 300 | $2.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 354 | $3.52K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 356 | $3.55K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $3.63K | 0.00% | −2,247−94.1% | Reduced |
| Fifth Third Bancorp | 385 | $3.83K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 400 | $3.98K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $4.98K | 0.00% | +500 | New |
| Allworth Financial LP | 562 | $5.60K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 567 | $5.65K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 600 | $5.98K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 700 | $6.97K | 0.00% | −51,505−98.7% | Reduced |
| Byrne Asset Management LLC | 700 | $7.00K | 0.00% | +700 | New |
| Private Trust Co NA | 826 | $8.23K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,207 | $12.0K | 0.00% | +1,007+503.5% | Added |
| Ellevest, Inc. | 1,223 | $12.2K | 0.00% | +132+12.1% | Added |
| Parallel Advisors, LLC | 1,618 | $16.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,627 | $16.2K | 0.00% | −280−14.7% | Reduced |
| Sound Income Strategies, LLC | 1,736 | $17.3K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,848 | $18.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,995 | $19.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,276 | $22.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,384 | $24.0K | 0.00% | −39−1.6% | Reduced |
| Hexagon Capital Partners LLC | 2,592 | $25.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3,000 | $29.9K | 0.00% | −2,250−42.9% | Reduced |
| Monetary Management Group Inc | 3,000 | $29.9K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,997 | $30.0K | 0.01% | +2,997 | New |
| Versant Capital Management, Inc | 3,246 | $32.2K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 3,339 | $33.3K | 0.00% | +8+0.2% | Added |
| Quadrant Capital Group LLC | 3,381 | $33.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,000 | $39.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,124 | $41.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,131 | $51.0K | 0.00% | +3,052+146.8% | Added |
| Larson Financial Group LLC | 5,258 | $52.4K | 0.01% | +97+1.9% | Added |
| Wolverine Asset Management LLC | 6,979 | $69.5K | 0.00% | −36,179−83.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 7,014 | $69.9K | 0.00% | −200−2.8% | Reduced |
| Eukles Asset Management | 7,268 | $72.4K | 0.04% | −121−1.6% | Reduced |
| EMC Capital Management | 8,261 | $82.0K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,240 | $102.0K | 0.00% | +10,240 | New |
| Shelton Capital Management | 10,635 | $105.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,730 | $106.0K | 0.00% | +10,730 | New |
| Veriti Management LLC | 11,031 | $109.9K | 0.01% | +366+3.4% | Added |
| D. E. Shaw & Co., Inc. | 11,059 | $110.1K | 0.00% | −130,574−92.2% | Reduced |
| Profund Advisors LLC | 11,341 | $113.0K | 0.01% | −1,678−12.9% | Reduced |
| Zacks Investment Management | 11,935 | $118.9K | 0.00% | +20.0% | Added |
| Great Lakes Advisors, LLC | 11,960 | $119.1K | 0.00% | −1,210−9.2% | Reduced |
| FMR LLC | 12,020 | $119.7K | 0.00% | +392+3.4% | Added |
| HM Payson & Co | 12,250 | $122.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 12,316 | $123.0K | 0.00% | −1,070−8.0% | Reduced |
| Guggenheim Capital LLC | 12,738 | $126.9K | 0.00% | +12,738 | New |
| Ameritas Investment Partners, Inc. | 12,870 | $128.2K | 0.01% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 13,283 | $133.0K | 0.00% | +16+0.1% | Added |
| Metropolitan Life Insurance Co | 13,977 | $139.2K | 0.01% | −1,087−7.2% | Reduced |
| KBC Group NV | 14,122 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 14,670 | $146.1K | 0.00% | −1,241−7.8% | Reduced |
| JustInvest LLC | 14,852 | $147.9K | 0.01% | +3,123+26.6% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 15,700 | $156.4K | 0.05% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 15,700 | $156.4K | 0.04% | +15,700 | New |
| CI Private Wealth, LLC | 16,568 | $165.0K | 0.00% | +16,568 | New |
| Stifel Financial Corp | 17,474 | $174.0K | 0.00% | +1,660+10.5% | Added |
| CIBC Asset Management Inc | 17,741 | $176.7K | 0.00% | −1,458−7.6% | Reduced |
| Public Employees Retirement Association of Colorado | 17,928 | $179.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 17,963 | $179.0K | 0.00% | +931+5.5% | Added |
| Vestcor Inc | 17,923 | $179.0K | 0.01% | +17,923 | New |
| Wellington Management Group LLP | 18,137 | $180.6K | 0.00% | +18,137 | New |
| Cipher Capital LP | 18,217 | $181.4K | 0.03% | +18,217 | New |
| C M Bidwell & Associates Ltd | 18,368 | $182.9K | 0.14% | 00.0% | Unchanged |
| Nomura Holdings Inc | 18,400 | $183.3K | 0.00% | −12,872−41.2% | Reduced |
| The PNC Financial Services Group, Inc. | 18,475 | $184.0K | 0.00% | +7,358+66.2% | Added |
| Cetera Advisor Networks LLC | 19,372 | $192.9K | 0.00% | +227+1.2% | Added |
| Captrust Financial Advisors | 19,394 | $193.2K | 0.00% | +3,117+19.1% | Added |
| M&T Bank Corp | 19,460 | $193.6K | 0.00% | −511−2.6% | Reduced |
| Gotham Asset Management, LLC | 20,176 | $201.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,377 | $203.0K | 0.01% | +2,531+14.2% | Added |
| AdvisorShares Investments LLC | 20,474 | $203.9K | 0.06% | +20,474 | New |
| Jefferies Financial Group Inc. | 20,500 | $204.2K | 0.00% | −24,500−54.4% | Reduced |
| State of Wisconsin Investment Board | 20,944 | $208.6K | 0.00% | +353+1.7% | Added |
| Inceptionr LLC | 21,151 | $210.7K | 0.07% | +21,151 | New |