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Livermore
Livermore
ZHEN

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.

Q3 2024 vs. Q2 2024

How the institutions holding Service Properties Trust changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SVC: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2371247+11
Shares127.2M30.9M129.1M+32.7M (+34.0%)
Value$653.5M$158.6M$588.6M+$93.7M (+18.9%)

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Service Properties Trust at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SVC in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.30,602,903$139.5M0.00%
Congress Wealth Management LLC744,110$3.39M0.05%
Nebula Research & Development LLC62,958$287.1K0.03%
Dark Forest Capital Management LP49,013$223.5K0.03%
Two Sigma Securities, LLC43,999$200.6K0.02%
Aristeia Capital LLC39,553$180.4K0.01%
Fiduciary Financial Group, LLC37,984$179.3K0.04%
Virtu Financial LLC37,279$170.0K0.01%
Jefferies Financial Group Inc.21,142$96.4K0.00%
Squarepoint Ops LLC17,099$78.0K0.00%
Y-Intercept (Hong Kong) Ltd15,471$70.5K0.00%
Family Wealth Partners, LLC15,055$68.7K0.04%
Marex Group plc13,000$59.3K0.00%
Wolverine Trading, LLC12,018$58.3K0.00%
Walleye Capital LLC12,647$57.7K0.00%
Schonfeld Strategic Advisors LLC10,700$48.8K0.00%
Riverview Capital Advisers, LLC10,370$47.3K0.01%
Headlands Technologies LLC10,286$46.9K0.01%
Guggenheim Capital LLC10,073$45.9K0.00%
Optiver Holding B.V.1,801$8.21K0.00%
Aster Capital Management (DIFC) Ltd1,356$6.18K0.00%
Harbor Capital Advisors, Inc.1,377$6.00K0.00%
Clear Street Markets LLC892$4.00K0.00%
Quarry LP815$3.72K0.00%
Sterling Capital Management LLC585$2.67K0.00%
Massmutual Trust Co FSB500$2.28K0.00%
Bessemer Group Inc235$1.00K0.00%
Ronald Blue Trust, Inc.121$6220.00%
Geneos Wealth Management Inc.134$6110.00%
Bokf, NA76$3560.00%
Capital Performance Advisors LLP62$2830.00%
Abound Wealth Management44$2010.00%
Dunhill Financial, LLC14$620.00%
Mendota Financial Group, LLC10$460.00%

Sold out (23)

Institutions that held Service Properties Trust at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SVC in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Norges Bank817,185$4.20M
Balyasny Asset Management LLC750,525$3.86M
Qube Research & Technologies Ltd135,901$698.5K
ExodusPoint Capital Management, LP131,957$678.0K
Man Group plc63,674$327.3K
Sigma Planning Corp27,900$143.4K
King Luther Capital Management Corp27,115$139.4K
Centiva Capital, LP25,000$128.5K
Grantham, Mayo, Van Otterloo & Co. LLC23,300$119.8K
Sherbrooke Park Advisers LLC21,705$111.6K
Allspring Global Investments Holdings, LLC19,195$98.7K
Algert Global LLC16,947$87.1K
Neuberger Berman Group LLC15,980$82.1K
Wealth Enhancement Advisory Services, LLC15,773$81.1K
Cassaday & Co Wealth Management LLC12,662$65.1K
RSM US Wealth Management LLC10,707$53.9K
HM Payson & Co5,750$29.6K
Assetmark, Inc613$3.15K
Beaird Harris Wealth Management, LLC375$1.93K
Kelly Financial Services LLC356$1.83K
LGT Financial Advisors LLC300$1.54K
Global Retirement Partners, LLC45$231
Transamerica Financial Advisors, Inc.1–

Not filed for Q3 2024 yet (1)

Institutions that held Service Properties Trust at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SVC in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.30,854,996$158.6M