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 |
|---|---|---|---|---|---|
| STRS Ohio | 29,500 | $54.3K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 28,251 | $52.0K | 0.00% | +1,814+6.9% | Added |
| Family Management Corp | 25,000 | $46.0K | 0.01% | +25,000 | New |
| Harbor Capital Advisors, Inc. | 24,217 | $45.0K | 0.00% | +24,217 | New |
| Cerity Partners LLC | 24,262 | $44.6K | 0.00% | −9,276−27.7% | Reduced |
| Kendall Capital Management | 20,091 | $37.0K | 0.01% | −11,225−35.8% | Reduced |
| First Trust Advisors LP | 19,986 | $36.8K | 0.00% | +143+0.7% | Added |
| Sawgrass Asset Management LLC | 19,927 | $36.7K | 0.00% | +19,927 | New |
| XTX Topco Ltd | 19,683 | $36.2K | 0.00% | −19,502−49.8% | Reduced |
| Neuberger Berman Group LLC | 19,391 | $35.7K | 0.00% | +5,124+35.9% | Added |
| Smith Asset Management Co., LLC | 18,252 | $33.6K | 0.03% | −125−0.7% | Reduced |
| Tucker Asset Management LLC | 18,000 | $33.1K | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 17,629 | $32.4K | 0.00% | −58−0.3% | Reduced |
| Abel Hall, LLC | 17,362 | $31.9K | 0.01% | +17,362 | New |
| Russell Investments Group, Ltd. | 16,843 | $31.0K | 0.00% | −7,307−30.3% | Reduced |
| HighRoad Wealth Advisors, LLC | 15,500 | $28.5K | 0.03% | +15,500 | New |
| Virtus ETF Advisers LLC | 14,988 | $27.6K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,722 | $27.1K | 0.00% | −2,226−13.1% | Reduced |
| Nisa Investment Advisors, LLC | 14,666 | $27.0K | 0.00% | −11,872−44.7% | Reduced |
| Legal & General Group Plc | 14,120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 13,711 | $25.2K | 0.00% | +853+6.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 11,970 | $24.8K | 0.00% | −8,148−40.5% | Reduced |
| Stirlingshire Investments, Inc. | 13,292 | $24.5K | 0.02% | +13,292 | New |
| Ameritas Investment Partners, Inc. | 12,917 | $23.8K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,459 | $22.9K | 0.00% | +12,459 | New |
| Xponance, Inc. | 12,055 | $22.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,641 | $21.4K | 0.00% | +11,641 | New |
| Buckingham Strategic Partners | 11,032 | $20.3K | 0.00% | −11,640−51.3% | Reduced |
| Family Wealth Partners, LLC | 10,825 | $19.9K | 0.01% | +61+0.6% | Added |
| CIBC World Markets Corp | 10,228 | $18.8K | 0.00% | +10,228 | New |
| California State Teachers Retirement System | 9,518 | $17.5K | 0.00% | −110−1.1% | Reduced |
| CWM, LLC | 8,998 | $17.0K | 0.00% | −8,865−49.6% | Reduced |
| Sterling Capital Management LLC | 8,911 | $16.4K | 0.00% | −1,757−16.5% | Reduced |
| EMC Capital Management | 8,699 | $16.0K | 0.01% | −1,535−15.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 6,913 | $12.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6,416 | $11.8K | 0.00% | +36+0.6% | Added |
| Tower Research Capital LLC (TRC) | 5,774 | $10.6K | 0.00% | −5,480−48.7% | Reduced |
| Quadrant Capital Group LLC | 5,082 | $9.35K | 0.00% | +4,392+636.5% | Added |
| Amalgamated Bank | 4,857 | $9.00K | 0.00% | −765−13.6% | Reduced |
| Royal Bank of Canada | 4,102 | $8.00K | 0.00% | −50,959−92.6% | Reduced |
| International Assets Investment Management, LLC | 4,237 | $7.80K | 0.00% | +4,237 | New |
| Simplex Trading, LLC | 3,206 | $5.90K | 0.00% | +3,206 | New |
| GAMMA Investing LLC | 2,840 | $5.23K | 0.00% | +2,840 | New |
| McMillan Office, Inc. | 2,076 | $3.82K | 0.00% | +2,076 | New |
| Optiver Holding B.V. | 2,043 | $3.76K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,995 | $3.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,670 | $3.59K | 0.00% | +524+45.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 1,865 | $3.43K | 0.00% | −62−3.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,646 | $3.03K | 0.00% | +1,646 | New |
| NBC Securities, Inc. | 1,472 | $2.71K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,318 | $2.42K | 0.00% | +1,060+410.9% | Added |
| Allworth Financial LP | 1,306 | $2.40K | 0.00% | −51−3.8% | Reduced |
| Fortis Group Advisors, LLC | 1,201 | $2.21K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,036 | $1.91K | 0.00% | −6,341−86.0% | Reduced |
| 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 |
| Massmutual Trust Co FSB | 998 | $1.84K | 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 |
| Atlantic Union Bankshares Corp | 800 | $1.47K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 700 | $1.29K | 0.00% | +700 | New |
| Signaturefd, LLC | 665 | $1.22K | 0.00% | −2,590−79.6% | Reduced |
| CoreCap Advisors, LLC | 600 | $1.10K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 598 | $1.10K | 0.00% | +150+33.5% | Added |
| Essential Partners LLC | 590 | $1.09K | 0.00% | −276−31.9% | Reduced |
| True Wealth Design, LLC | 563 | $1.04K | 0.00% | −673−54.4% | Reduced |
| EverSource Wealth Advisors, LLC | 414 | $762 | 0.00% | −1,232−74.8% | Reduced |
| Private Trust Co NA | 392 | $721 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 375 | $690 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 300 | $552 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 289 | $532 | 0.00% | −94−24.5% | Reduced |
| US Bancorp | 281 | $517 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 273 | $503 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 268 | $494 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 263 | $484 | 0.00% | +263 | New |
| MAI Capital Management | 250 | $460 | 0.00% | −5,528−95.7% | Reduced |
| Farther Finance Advisors, LLC | 247 | $454 | 0.00% | −828−77.0% | Reduced |
| Root Financial Partners, LLC | 225 | $414 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 222 | $408 | 0.00% | +222 | New |
| Flagship Harbor Advisors, LLC | 200 | $368 | 0.00% | +200 | New |
| Quent Capital, LLC | 180 | $331 | 0.00% | −252−58.3% | Reduced |
| Rothschild Investment LLC | 120 | $221 | 0.00% | −420−77.8% | Reduced |
| Sunbelt Securities, Inc. | 111 | $204 | 0.00% | −976−89.8% | Reduced |
| Fifth Third Bancorp | 39 | $72 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 38 | $70 | 0.00% | +38 | New |
| Boreal Capital Management LLC | 28 | $52 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $44 | 0.00% | +20+500.0% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $17 | 0.00% | +9 | New |
| Parallel Advisors, LLC | 6 | $11 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $11 | 0.00% | +6 | New |
| Steward Partners Investment Advisory, LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $0 | 0.00% | −1−3.0% | Reduced |
| Bessemer Group Inc | 40 | $0 | 0.00% | +40 | New |
| DekaBank Deutsche Girozentrale | 41,363 | – | – | 00.0% | Unchanged |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −2,735,000−100.0% | Sold out |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −1,416,173−100.0% | Sold out |
| Varde Management, L.P. | 0 | $0 | 0.00% | −1,363,572−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −613,837−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −523,516−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −394,047−100.0% | Sold out |