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, Q4 2025
Institutional positions in Service Properties Trust as of Dec 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
- 194
- +5 vs. Q3 2025
- Shares held
- 129.2M
- +2.76M (+2.2%) vs. Q3 2025
- Total value
- $237.5M
- −$104.9M (−30.6%) vs. Q3 2025
- New holders
- 35
- 51 more added
- Sold out
- 30
- 61 more reduced
5 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 32 | $0 | 0.00% | −1−3.0% | Reduced |
| Bessemer Group Inc | 40 | $0 | 0.00% | +40 | New |
| Steward Partners Investment Advisory, LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $11 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $11 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 9 | $17 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 24 | $44 | 0.00% | +20+500.0% | Added |
| Boreal Capital Management LLC | 28 | $52 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 38 | $70 | 0.00% | +38 | New |
| Fifth Third Bancorp | 39 | $72 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 111 | $204 | 0.00% | −976−89.8% | Reduced |
| Rothschild Investment LLC | 120 | $221 | 0.00% | −420−77.8% | Reduced |
| Quent Capital, LLC | 180 | $331 | 0.00% | −252−58.3% | Reduced |
| Flagship Harbor Advisors, LLC | 200 | $368 | 0.00% | +200 | New |
| Pinnacle Wealth Planning Services, Inc. | 222 | $408 | 0.00% | +222 | New |
| Root Financial Partners, LLC | 225 | $414 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 247 | $454 | 0.00% | −828−77.0% | Reduced |
| MAI Capital Management | 250 | $460 | 0.00% | −5,528−95.7% | Reduced |
| Basecamp Wealth Advisors LLC | 263 | $484 | 0.00% | +263 | New |
| Private Wealth Management Group, LLC | 268 | $494 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 273 | $503 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 281 | $517 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 289 | $532 | 0.00% | −94−24.5% | Reduced |
| SOA Wealth Advisors, LLC. | 300 | $552 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 375 | $690 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 392 | $721 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 414 | $762 | 0.00% | −1,232−74.8% | Reduced |
| True Wealth Design, LLC | 563 | $1.04K | 0.00% | −673−54.4% | Reduced |
| Essential Partners LLC | 590 | $1.09K | 0.00% | −276−31.9% | Reduced |
| GWM Advisors LLC | 598 | $1.10K | 0.00% | +150+33.5% | Added |
| CoreCap Advisors, LLC | 600 | $1.10K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 665 | $1.22K | 0.00% | −2,590−79.6% | Reduced |
| Daytona Street Capital LLC | 700 | $1.29K | 0.00% | +700 | New |
| Atlantic Union Bankshares Corp | 800 | $1.47K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 900 | $1.66K | 0.00% | +900 | New |
| Pension & Wealth Management Advisors, Inc. | 900 | $1.66K | 0.00% | +900 | New |
| Massmutual Trust Co FSB | 998 | $1.84K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $1.84K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,000 | $1.84K | 0.00% | +1,000 | New |
| The PNC Financial Services Group, Inc. | 1,036 | $1.91K | 0.00% | −6,341−86.0% | Reduced |
| Fortis Group Advisors, LLC | 1,201 | $2.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,306 | $2.40K | 0.00% | −51−3.8% | Reduced |
| IFP Advisors, Inc | 1,318 | $2.42K | 0.00% | +1,060+410.9% | Added |
| NBC Securities, Inc. | 1,472 | $2.71K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,646 | $3.03K | 0.00% | +1,646 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 1,865 | $3.43K | 0.00% | −62−3.2% | Reduced |
| Sound Income Strategies, LLC | 1,670 | $3.59K | 0.00% | +524+45.7% | Added |
| MCF Advisors LLC | 1,995 | $3.67K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 2,043 | $3.76K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 2,076 | $3.82K | 0.00% | +2,076 | New |
| GAMMA Investing LLC | 2,840 | $5.23K | 0.00% | +2,840 | New |
| Simplex Trading, LLC | 3,206 | $5.90K | 0.00% | +3,206 | New |
| International Assets Investment Management, LLC | 4,237 | $7.80K | 0.00% | +4,237 | New |
| Royal Bank of Canada | 4,102 | $8.00K | 0.00% | −50,959−92.6% | Reduced |
| Amalgamated Bank | 4,857 | $9.00K | 0.00% | −765−13.6% | Reduced |
| Quadrant Capital Group LLC | 5,082 | $9.35K | 0.00% | +4,392+636.5% | Added |
| Tower Research Capital LLC (TRC) | 5,774 | $10.6K | 0.00% | −5,480−48.7% | Reduced |
| Larson Financial Group LLC | 6,416 | $11.8K | 0.00% | +36+0.6% | Added |
| Northwestern Mutual Wealth Management Co | 6,913 | $12.7K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 8,699 | $16.0K | 0.01% | −1,535−15.0% | Reduced |
| Sterling Capital Management LLC | 8,911 | $16.4K | 0.00% | −1,757−16.5% | Reduced |
| CWM, LLC | 8,998 | $17.0K | 0.00% | −8,865−49.6% | Reduced |
| California State Teachers Retirement System | 9,518 | $17.5K | 0.00% | −110−1.1% | Reduced |
| CIBC World Markets Corp | 10,228 | $18.8K | 0.00% | +10,228 | New |
| Family Wealth Partners, LLC | 10,825 | $19.9K | 0.01% | +61+0.6% | Added |
| Buckingham Strategic Partners | 11,032 | $20.3K | 0.00% | −11,640−51.3% | Reduced |
| Two Sigma Securities, LLC | 11,641 | $21.4K | 0.00% | +11,641 | New |
| Xponance, Inc. | 12,055 | $22.2K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,459 | $22.9K | 0.00% | +12,459 | New |
| Ameritas Investment Partners, Inc. | 12,917 | $23.8K | 0.00% | 00.0% | Unchanged |
| Stirlingshire Investments, Inc. | 13,292 | $24.5K | 0.02% | +13,292 | New |
| Wealth Enhancement Advisory Services, LLC | 11,970 | $24.8K | 0.00% | −8,148−40.5% | Reduced |
| Nissay Asset Management Corp | 13,711 | $25.2K | 0.00% | +853+6.6% | Added |
| Legal & General Group Plc | 14,120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14,666 | $27.0K | 0.00% | −11,872−44.7% | Reduced |
| Ballentine Partners, LLC | 14,722 | $27.1K | 0.00% | −2,226−13.1% | Reduced |
| Virtus ETF Advisers LLC | 14,988 | $27.6K | 0.01% | 00.0% | Unchanged |
| HighRoad Wealth Advisors, LLC | 15,500 | $28.5K | 0.03% | +15,500 | New |
| Russell Investments Group, Ltd. | 16,843 | $31.0K | 0.00% | −7,307−30.3% | Reduced |
| Abel Hall, LLC | 17,362 | $31.9K | 0.01% | +17,362 | New |
| Victory Capital Management Inc | 17,629 | $32.4K | 0.00% | −58−0.3% | Reduced |
| Tucker Asset Management LLC | 18,000 | $33.1K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 18,252 | $33.6K | 0.03% | −125−0.7% | Reduced |
| Neuberger Berman Group LLC | 19,391 | $35.7K | 0.00% | +5,124+35.9% | Added |
| XTX Topco Ltd | 19,683 | $36.2K | 0.00% | −19,502−49.8% | Reduced |
| Sawgrass Asset Management LLC | 19,927 | $36.7K | 0.00% | +19,927 | New |
| First Trust Advisors LP | 19,986 | $36.8K | 0.00% | +143+0.7% | Added |
| Kendall Capital Management | 20,091 | $37.0K | 0.01% | −11,225−35.8% | Reduced |
| Cerity Partners LLC | 24,262 | $44.6K | 0.00% | −9,276−27.7% | Reduced |
| Harbor Capital Advisors, Inc. | 24,217 | $45.0K | 0.00% | +24,217 | New |
| Family Management Corp | 25,000 | $46.0K | 0.01% | +25,000 | New |
| ProShare Advisors LLC | 28,251 | $52.0K | 0.00% | +1,814+6.9% | Added |
| STRS Ohio | 29,500 | $54.3K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 29,656 | $54.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 30,263 | $55.7K | 0.00% | 00.0% | Unchanged |
| Community Bank of Raymore | 31,850 | $58.6K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 32,406 | $59.6K | 0.00% | −26,862−45.3% | Reduced |
| Jain Global LLC | 34,638 | $63.7K | 0.00% | +9,500+37.8% | Added |
| Metis Global Partners, LLC | 34,798 | $64.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 35,020 | $64.4K | 0.00% | +5,077+17.0% | Added |