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 2025
Institutional positions in Service Properties Trust as of Mar 31, 2025. 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
- 219
- −5 vs. Q4 2024
- Shares held
- 122.3M
- +1.20M (+1.0%) vs. Q4 2024
- Total value
- $319.2M
- +$11.4M (+3.7%) vs. Q4 2024
- New holders
- 26
- 81 more added
- Sold out
- 31
- 72 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 35 | $0 | 0.00% | +19+118.8% | Added |
| Bessemer Group Inc | 112 | $0 | 0.00% | +112 | New |
| National Bank of Canada | 1 | $3 | 0.00% | +1 | New |
| Steward Partners Investment Advisory, LLC | 2 | $5 | 0.00% | −1,000−99.8% | Reduced |
| Continuum Advisory, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $24 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 14 | $36 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 59 | $153 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 70 | $183 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 76 | $198 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 176 | $459 | 0.00% | +176 | New |
| Rise Advisors, LLC | 189 | $493 | 0.00% | +189 | New |
| Parkside Financial Bank & Trust | 195 | $510 | 0.00% | +195 | New |
| Kentucky Trust Co | 209 | $545 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 213 | $556 | 0.00% | −346−61.9% | Reduced |
| Rothschild Investment LLC | 225 | $587 | 0.00% | +115+104.5% | Added |
| SOA Wealth Advisors, LLC. | 300 | $783 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 375 | $979 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 392 | $1.02K | 0.00% | +392 | New |
| Quent Capital, LLC | 432 | $1.13K | 0.00% | −111−20.4% | Reduced |
| Synergy Investment Management, LLC | 482 | $1.26K | 0.00% | −62−11.4% | Reduced |
| Boston Private Wealth LLC | 557 | $1.45K | 0.00% | +557 | New |
| Allworth Financial LP | 932 | $1.66K | 0.00% | −151−13.9% | Reduced |
| CoreCap Advisors, LLC | 697 | $1.82K | 0.00% | +97+16.2% | Added |
| GWM Advisors LLC | 748 | $1.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 848 | $2.21K | 0.00% | −6−0.7% | Reduced |
| WPG Advisers, LLC | 1,023 | $2.67K | 0.00% | +1,023 | New |
| Massmutual Trust Co FSB | 1,156 | $3.02K | 0.00% | +8+0.7% | Added |
| Fortis Group Advisors, LLC | 1,201 | $3.13K | 0.00% | −1,103−47.9% | Reduced |
| Sound Income Strategies, LLC | 1,201 | $3.13K | 0.00% | −190−13.7% | Reduced |
| Colonial Trust Co | 1,500 | $3.92K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,618 | $4.00K | 0.00% | +1,617+161,700.0% | Added |
| Coldstream Capital Management Inc | 1,725 | $4.50K | 0.00% | +1,725 | New |
| Geneos Wealth Management Inc. | 1,795 | $4.68K | 0.00% | +1,464+442.3% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,927 | $5.03K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,947 | $5.08K | 0.00% | −1,176−37.7% | Reduced |
| MCF Advisors LLC | 1,995 | $5.21K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,400 | $6.26K | 0.00% | +2,072+631.7% | Added |
| Hexagon Capital Partners LLC | 2,530 | $6.60K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,813 | $7.34K | 0.00% | +2,813 | New |
| Sterling Capital Management LLC | 2,847 | $7.43K | 0.00% | −2,438−46.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,964 | $7.74K | 0.00% | +1,218+69.8% | Added |
| Advisor Group Holdings, Inc. | 3,342 | $8.72K | 0.00% | +374+12.6% | Added |
| Harbor Capital Advisors, Inc. | 3,465 | $9.00K | 0.00% | +2,104+154.6% | Added |
| Parallel Advisors, LLC | 3,678 | $9.60K | 0.00% | +1,728+88.6% | Added |
| Lindbrook Capital, LLC | 3,952 | $10.3K | 0.00% | +3,238+453.5% | Added |
| Harbor Investment Advisory, LLC | 4,000 | $10.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 5,622 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,953 | $15.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,963 | $15.6K | 0.00% | −108−1.8% | Reduced |
| Larson Financial Group LLC | 6,342 | $16.6K | 0.00% | +24+0.4% | Added |
| US Bancorp | 6,862 | $17.9K | 0.00% | +6,431+1,492.1% | Added |
| Group One Trading, L.P. | 7,068 | $18.4K | 0.00% | −38,160−84.4% | Reduced |
| Skopos Labs, Inc. | 9,218 | $24.1K | 0.01% | +7,258+370.3% | Added |
| BNP Paribas Arbitrage, SA | 9,371 | $24.5K | 0.00% | −10,032−51.7% | Reduced |
| Evergreen Capital Management LLC | 10,447 | $27.3K | 0.00% | +10,447 | New |
| Mackenzie Financial Corp | 10,611 | $27.7K | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 10,973 | $28.6K | 0.00% | +10,973 | New |
| Family Wealth Partners, LLC | 11,018 | $28.8K | 0.01% | +11,018 | New |
| ExodusPoint Capital Management, LP | 11,033 | $29.0K | 0.00% | −493,666−97.8% | Reduced |
| Signaturefd, LLC | 11,873 | $31.0K | 0.00% | +11,492+3,016.3% | Added |
| California State Teachers Retirement System | 11,954 | $31.2K | 0.00% | −135,772−91.9% | Reduced |
| Xponance, Inc. | 12,131 | $31.7K | 0.00% | +282+2.4% | Added |
| Quadrature Capital Ltd | 12,323 | $32.2K | 0.00% | −157,879−92.8% | Reduced |
| Nissay Asset Management Corp | 13,065 | $34.1K | 0.00% | +818+6.7% | Added |
| Toroso Investments, LLC | 13,096 | $34.2K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 13,290 | $34.7K | 0.00% | +664+5.3% | Added |
| Quantessence Capital LLC | 13,300 | $34.7K | 0.01% | +13,300 | New |
| Fiduciary Financial Group, LLC | 18,901 | $36.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 14,067 | $36.7K | 0.00% | +11,144+381.3% | Added |
| Buckingham Strategic Partners | 14,658 | $38.3K | 0.00% | +3,779+34.7% | Added |
| CI Private Wealth, LLC | 14,790 | $38.6K | 0.00% | −1,173−7.3% | Reduced |
| Stifel Financial Corp | 14,900 | $38.9K | 0.00% | +2,500+20.2% | Added |
| The PNC Financial Services Group, Inc. | 15,531 | $40.5K | 0.00% | +9,562+160.2% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 15,700 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 16,396 | $42.8K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 16,629 | $43.4K | 0.00% | +16,629 | New |
| CWM, LLC | 17,153 | $45.0K | 0.00% | +12,621+278.5% | Added |
| Public Employees Retirement Association of Colorado | 17,928 | $47.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 18,560 | $48.4K | 0.00% | −468−2.5% | Reduced |
| Smith Asset Management Co., LLC | 18,827 | $49.1K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 19,071 | $49.6K | 0.00% | −126−0.7% | Reduced |
| Neuberger Berman Group LLC | 19,777 | $51.6K | 0.00% | +3,158+19.0% | Added |
| Russell Investments Group, Ltd. | 20,012 | $52.2K | 0.00% | +13,984+232.0% | Added |
| Tucker Asset Management LLC | 20,110 | $52.5K | 0.02% | −2,265−10.1% | Reduced |
| CCG Wealth Management, LLC | 20,442 | $53.4K | 0.03% | +20,442 | New |
| Point72 (DIFC) Ltd | 20,618 | $53.8K | 0.01% | −85,582−80.6% | Reduced |
| Point72 Asset Management, L.P. | 20,800 | $54.3K | 0.00% | −67,000−76.3% | Reduced |
| Metis Global Partners, LLC | 21,123 | $55.1K | 0.00% | +3,041+16.8% | Added |
| Cerity Partners LLC | 21,284 | $55.6K | 0.00% | −21,124−49.8% | Reduced |
| Legal & General Group Plc | 21,403 | $55.9K | 0.00% | −146,155−87.2% | Reduced |
| Ethic Inc. | 21,592 | $56.4K | 0.00% | +1,264+6.2% | Added |
| Teachers Retirement System of the State of Kentucky | 22,286 | $58.0K | 0.00% | −31,284−58.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,121 | $60.0K | 0.00% | +6,659+40.5% | Added |
| EMC Capital Management | 24,459 | $64.0K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 25,028 | $65.3K | 0.00% | +25,028 | New |
| Bank of Montreal | 27,150 | $70.9K | 0.00% | +4,671+20.8% | Added |
| JustInvest LLC | 27,511 | $71.8K | 0.00% | +6,154+28.8% | Added |
| Kendall Capital Management | 29,450 | $76.9K | 0.02% | −1,450−4.7% | Reduced |
| STRS Ohio | 29,500 | $77.0K | 0.00% | 00.0% | Unchanged |