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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.

Q4 2023 vs. Q3 2023

How the institutions holding Service Properties Trust changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of SVC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2481246−1
Shares126.6M25.2K128.9M+2.29M (+1.8%)
Value$973.5M$193.7K$1.10B+$127.2M (+13.1%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (28)

Institutions that held Service Properties Trust at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to SVC in Q4 2023
InstitutionSharesValue% of portfolio
PointState Capital LP1,199,761$10.2M0.37%
Hennessy Advisors Inc290,900$2.48M0.13%
Krane Funds Advisors LLC59,867$511.3K0.02%
Man Group plc39,510$337.4K0.00%
Pathstone Holdings, LLC31,332$267.6K0.00%
Custom Index Systems, LLC29,625$253.0K0.16%
Deerfield Management Company, L.P. (Series C)29,270$250.0K0.00%
Kendall Capital Management27,730$236.8K0.09%
Caxton Associates LP22,033$188.2K0.01%
Schonfeld Strategic Advisors LLC12,080$103.2K0.00%
Brevan Howard Capital Management LP12,067$103.1K0.01%
Veriti Management LLC11,893$101.6K0.01%
Profund Advisors LLC11,322$96.7K0.00%
Metis Global Partners, LLC11,288$96.4K0.00%
Heritage Wealth Advisors10,250$87.5K0.00%
EntryPoint Capital, LLC6,331$54.1K0.05%
Pineridge Advisors LLC2,382$20.3K0.01%
Slocum, Gordon & Co LLP1,500$12.8K0.01%
GAMMA Investing LLC1,545$11.9K0.00%
Advisory Services Network, LLC1,320$11.3K0.00%
BOK Financial Private Wealth, Inc.1,000$8.54K0.00%
Jamison Private Wealth Management, Inc.933$7.97K0.00%
JFS Wealth Advisors, LLC892$7.62K0.00%
Addison Advisors LLC800$6.83K0.00%
Tidemark, LLC362$3.09K0.00%
Ronald Blue Trust, Inc.179$1.00K0.00%
Massmutual Trust Co FSB98$8370.00%
Private Wealth Management Group, LLC83$7090.00%

Sold out (29)

Institutions that held Service Properties Trust at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (1)

Institutions that held Service Properties Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SVC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Advisor Partners II, LLC25,188$193.7K