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, Q3 2025
Institutional positions in Service Properties Trust as of Sep 30, 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
- 194
- −5 vs. Q2 2025
- Shares held
- 128.3M
- +4.68M (+3.8%) vs. Q2 2025
- Total value
- $347.5M
- +$52.2M (+17.7%) vs. Q2 2025
- New holders
- 23
- 56 more added
- Sold out
- 28
- 66 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $11 | 0.00% | +4 | New |
| Parallel Advisors, LLC | 6 | $16 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 28 | $76 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 39 | $106 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 39 | $106 | 0.00% | +39 | New |
| Root Financial Partners, LLC | 225 | $610 | 0.00% | +225 | New |
| IFP Advisors, Inc | 258 | $699 | 0.00% | +74+40.2% | Added |
| Private Wealth Management Group, LLC | 268 | $727 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 273 | $740 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 281 | $762 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 300 | $813 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 375 | $1.02K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 383 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 392 | $1.06K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 427 | $1.16K | 0.00% | +252+144.0% | Added |
| Quent Capital, LLC | 432 | $1.17K | 0.00% | +432 | New |
| GWM Advisors LLC | 448 | $1.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 449 | $1.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 540 | $1.46K | 0.00% | −110−16.9% | Reduced |
| UMA Financial Services, Inc. | 546 | $1.48K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 600 | $1.63K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 690 | $1.87K | 0.00% | +690 | New |
| Atlantic Union Bankshares Corp | 800 | $2.17K | 0.00% | +800 | New |
| Essential Partners LLC | 866 | $2.35K | 0.00% | +1+0.1% | Added |
| Red Tortoise LLC | 959 | $2.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,146 | $2.69K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 998 | $2.71K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $2.71K | 0.00% | −3,000−75.0% | Reduced |
| Farther Finance Advisors, LLC | 1,075 | $2.91K | 0.00% | +780+264.4% | Added |
| Sunbelt Securities, Inc. | 1,087 | $2.95K | 0.00% | +1,017+1,452.9% | Added |
| Fortis Group Advisors, LLC | 1,201 | $3.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,236 | $3.35K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,357 | $3.68K | 0.00% | −1−0.1% | Reduced |
| NBC Securities, Inc. | 1,472 | $3.99K | 0.00% | −146−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,646 | $4.46K | 0.00% | +352+27.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,927 | $5.22K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,995 | $5.41K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,043 | $5.54K | 0.00% | −444−17.9% | Reduced |
| Signaturefd, LLC | 3,255 | $8.82K | 0.00% | +58+1.8% | Added |
| SRS Capital Advisors, Inc. | 4,112 | $11.1K | 0.00% | +4,112 | New |
| Amalgamated Bank | 5,622 | $15.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,778 | $15.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,380 | $17.3K | 0.00% | +26+0.4% | Added |
| Northwestern Mutual Wealth Management Co | 6,913 | $18.7K | 0.00% | +960+16.1% | Added |
| The PNC Financial Services Group, Inc. | 7,377 | $20.0K | 0.00% | +523+7.6% | Added |
| California State Teachers Retirement System | 9,628 | $26.1K | 0.00% | −2,326−19.5% | Reduced |
| EMC Capital Management | 10,234 | $28.0K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 10,611 | $28.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 10,668 | $28.9K | 0.00% | +6,247+141.3% | Added |
| Principal Financial Group Inc | 10,705 | $29.0K | 0.00% | +116+1.1% | Added |
| Family Wealth Partners, LLC | 10,764 | $29.2K | 0.01% | −303−2.7% | Reduced |
| Tower Research Capital LLC (TRC) | 11,254 | $30.5K | 0.00% | −6,736−37.4% | Reduced |
| Xponance, Inc. | 12,055 | $32.7K | 0.00% | +81+0.7% | Added |
| Caxton Associates LLP | 12,135 | $32.9K | 0.00% | +12,135 | New |
| Engineers Gate Manager LP | 12,556 | $34.0K | 0.00% | −29,003−69.8% | Reduced |
| Nissay Asset Management Corp | 12,858 | $34.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 12,917 | $35.0K | 0.00% | −3,479−21.2% | Reduced |
| Legal & General Group Plc | 14,120 | $38.3K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 14,264 | $38.7K | 0.00% | +159+1.1% | Added |
| Neuberger Berman Group LLC | 14,267 | $38.7K | 0.00% | −1,159−7.5% | Reduced |
| Omers Administration Corp | 14,900 | $40.4K | 0.00% | +14,900 | New |
| Virtus ETF Advisers LLC | 14,988 | $40.6K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 22,672 | $43.9K | 0.00% | +7,977+54.3% | Added |
| CIBC Bancorp USA Inc. | 16,481 | $44.7K | 0.00% | +16,481 | New |
| Ballentine Partners, LLC | 16,948 | $45.9K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 17,687 | $47.9K | 0.00% | −656−3.6% | Reduced |
| CWM, LLC | 17,863 | $48.0K | 0.00% | +513+3.0% | Added |
| Tucker Asset Management LLC | 18,000 | $48.8K | 0.01% | −2,000−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 17,928 | $49.0K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 18,377 | $49.8K | 0.04% | −450−2.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,118 | $49.9K | 0.00% | +2,328+13.1% | Added |
| First Trust Advisors LP | 19,843 | $53.8K | 0.00% | −4,630−18.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,327 | $63.0K | 0.00% | +60.0% | Added |
| SG Americas Securities, LLC | 23,092 | $63.0K | 0.00% | +23,092 | New |
| Russell Investments Group, Ltd. | 24,150 | $65.4K | 0.00% | +12,006+98.9% | Added |
| Jain Global LLC | 25,138 | $68.1K | 0.00% | −70,400−73.7% | Reduced |
| Cubist Systematic Strategies, LLC | 25,158 | $68.2K | 0.00% | −224,508−89.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 25,740 | $69.8K | 0.01% | −105,660−80.4% | Reduced |
| ProShare Advisors LLC | 26,437 | $71.6K | 0.00% | −5,266−16.6% | Reduced |
| Quadrature Capital Ltd | 26,280 | $71.7K | 0.00% | +8,369+46.7% | Added |
| Nisa Investment Advisors, LLC | 26,538 | $71.9K | 0.00% | −4,459−14.4% | Reduced |
| STRS Ohio | 29,500 | $79.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 29,610 | $80.2K | 0.01% | +9,905+50.3% | Added |
| Ameriprise Financial Inc | 29,656 | $80.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 29,943 | $81.1K | 0.00% | +15,473+106.9% | Added |
| Belvedere Trading LLC | 30,083 | $81.5K | 0.01% | −274−0.9% | Reduced |
| Voya Investment Management LLC | 30,263 | $82.0K | 0.00% | −15,727−34.2% | Reduced |
| Kendall Capital Management | 31,316 | $84.9K | 0.02% | +3,066+10.9% | Added |
| Community Bank of Raymore | 31,850 | $86.3K | 0.06% | −40,290−55.8% | Reduced |
| Cerity Partners LLC | 33,538 | $90.9K | 0.00% | +3,700+12.4% | Added |
| Metis Global Partners, LLC | 34,798 | $94.3K | 0.00% | +7,332+26.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,820 | $102.5K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 39,185 | $106.2K | 0.01% | +39,185 | New |
| Wiley Bros.-Aintree Capital, LLC | 39,814 | $107.9K | 0.00% | −7,149−15.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 39,954 | $108.3K | 0.00% | 00.0% | Unchanged |
| Wellington Management Group LLP | 40,584 | $110.0K | 0.00% | +40,584 | New |
| DekaBank Deutsche Girozentrale | 41,363 | $110.0K | 0.00% | 00.0% | Unchanged |