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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 3,246 | $32.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,997 | $30.0K | 0.01% | +2,997 | New |
| 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 |
| Hexagon Capital Partners LLC | 2,592 | $25.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 2,384 | $24.0K | 0.00% | −39−1.6% | Reduced |
| Lindbrook Capital, LLC | 2,276 | $22.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,995 | $19.9K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,848 | $18.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,736 | $17.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,627 | $16.2K | 0.00% | −280−14.7% | Reduced |
| Parallel Advisors, LLC | 1,618 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,223 | $12.2K | 0.00% | +132+12.1% | Added |
| TCI Wealth Advisors, Inc. | 1,207 | $12.0K | 0.00% | +1,007+503.5% | Added |
| Private Trust Co NA | 826 | $8.23K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 700 | $7.00K | 0.00% | +700 | New |
| Thompson Investment Management, Inc. | 700 | $6.97K | 0.00% | −51,505−98.7% | Reduced |
| BDO Wealth Advisors, LLC | 600 | $5.98K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 567 | $5.65K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 562 | $5.60K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 500 | $4.98K | 0.00% | +500 | New |
| Belpointe Asset Management LLC | 400 | $3.98K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 385 | $3.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 142 | $3.63K | 0.00% | −2,247−94.1% | Reduced |
| Kelly Financial Services LLC | 356 | $3.55K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 354 | $3.52K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 300 | $2.99K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 299 | $2.98K | 0.00% | +299 | New |
| International Assets Investment Management, LLC | 287 | $2.86K | 0.00% | −10,120−97.2% | Reduced |
| Farther Finance Advisors, LLC | 284 | $2.83K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 265 | $2.64K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 254 | $2.53K | 0.00% | +254 | New |
| Parkside Financial Bank & Trust | 236 | $2.35K | 0.00% | +129+120.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 206 | $2.05K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 211 | $2.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.81K | 0.00% | – | – |
| Global Retirement Partners, LLC | 170 | $1.48K | 0.00% | +125+277.8% | Added |
| Cullen/Frost Bankers, Inc. | 140 | $1.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 136 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 134 | $1.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 118 | $1.18K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 70 | $1.00K | 0.00% | +70 | New |
| Harbour Investments, Inc. | 100 | $996 | 0.00% | −121−54.8% | Reduced |
| Spire Wealth Management | 100 | $996 | 0.00% | +100 | New |
| Earnest Partners LLC | 87 | $867 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $747 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70 | $675 | 0.00% | +70 | New |
| Coastal Capital Group, Inc. | 9 | $95 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Cerity Partners LLC | 8,487 | – | – | +8,487 | New |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −120,480−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −111,651−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −97,400−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −90,811−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −64,242−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −62,199−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −51,658−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −45,434−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −26,280−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −20,561−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −20,138−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −19,467−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −16,752−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −13,682−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −11,425−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −10,266−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −5,020−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −3,672−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Siguler Guff Advisers, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |