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 2026
Institutional positions in Service Properties Trust as of Mar 31, 2026. 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
- 209
- +19 vs. Q4 2025
- Shares held
- 142.7M
- +29.6M (+26.2%) vs. Q4 2025
- Total value
- $193.9M
- −$14.1M (−6.8%) vs. Q4 2025
- New holders
- 40
- 59 more added
- Sold out
- 21
- 59 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Service Properties Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Royal Bank of Canada | 191 | $0 | 0.00% | −3,911−95.3% | Reduced |
| Bessemer Group Inc | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 1 | $1 | 0.00% | +1 | New |
| Steward Partners Investment Advisory, LLC | 2 | $3 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $8 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $33 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 25 | $34 | 0.00% | +25 | New |
| Boreal Capital Management LLC | 28 | $38 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $47 | 0.00% | +34 | New |
| Whipplewood Advisors, LLC | 36 | $49 | 0.00% | +36 | New |
| Strategic Wealth Partners, Ltd. | 38 | $51 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 39 | $53 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $65 | 0.00% | +48 | New |
| UBS Asset Management Americas Inc | 53 | $72 | 0.00% | +53 | New |
| WPG Advisers, LLC | 84 | $114 | 0.00% | −205−70.9% | Reduced |
| Quent Capital, LLC | 180 | $244 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 186 | $252 | 0.00% | +75+67.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 222 | $301 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 225 | $305 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 439 | $308 | 0.00% | +439 | New |
| International Assets Investment Management, LLC | 287 | $339 | 0.00% | −3,950−93.2% | Reduced |
| Basecamp Wealth Advisors LLC | 263 | $356 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 268 | $364 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 273 | $370 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 281 | $381 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 300 | $407 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 375 | $508 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 392 | $531 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 415 | $562 | 0.00% | +406+4,511.1% | Added |
| Farther Finance Advisors, LLC | 490 | $578 | 0.00% | +243+98.4% | Added |
| Rothschild Investment LLC | 463 | $627 | 0.00% | +343+285.8% | Added |
| Synergy Investment Management, LLC | 482 | $653 | 0.00% | +482 | New |
| CoreCap Advisors, LLC | 600 | $813 | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 700 | $845 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 800 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 880 | $1.19K | 0.00% | +317+56.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 900 | $1.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 903 | $1.22K | 0.00% | +897+14,950.0% | Added |
| Massmutual Trust Co FSB | 998 | $1.35K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $1.35K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,180 | $1.60K | 0.00% | +515+77.4% | Added |
| Fortis Group Advisors, LLC | 1,201 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,670 | $1.97K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,472 | $1.99K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,563 | $2.12K | 0.00% | −480−23.5% | Reduced |
| The PNC Financial Services Group, Inc. | 1,658 | $2.25K | 0.00% | +622+60.0% | Added |
| GAMMA Investing LLC | 1,848 | $2.50K | 0.00% | −992−34.9% | Reduced |
| McMillan Office, Inc. | 2,076 | $2.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,417 | $3.27K | 0.00% | +2,003+483.8% | Added |
| Eastern Bank | 2,500 | $3.39K | 0.00% | +2,500 | New |
| MAI Capital Management | 2,785 | $3.77K | 0.00% | +2,535+1,014.0% | Added |
| IFP Advisors, Inc | 3,150 | $4.27K | 0.00% | +1,832+139.0% | Added |
| Cedar Mountain Advisors, LLC | 3,183 | $4.31K | 0.00% | +3,183 | New |
| Allworth Financial LP | 3,308 | $4.48K | 0.00% | +2,002+153.3% | Added |
| Brookfield Asset Management Inc. | 3,444 | $4.67K | 0.00% | +3,444 | New |
| Exchange Traded Concepts, LLC | 4,704 | $6.37K | 0.00% | +4,704 | New |
| Quadrant Capital Group LLC | 4,906 | $6.65K | 0.00% | −176−3.5% | Reduced |
| Sterling Capital Management LLC | 5,339 | $7.23K | 0.00% | −3,572−40.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,953 | $8.07K | 0.00% | −960−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 5,973 | $8.09K | 0.00% | +4,327+262.9% | Added |
| Larson Financial Group LLC | 6,446 | $8.73K | 0.00% | +30+0.5% | Added |
| Harbor Capital Advisors, Inc. | 7,169 | $10.0K | 0.00% | −17,048−70.4% | Reduced |
| Essential Partners LLC | 7,871 | $10.7K | 0.00% | +7,281+1,234.1% | Added |
| California State Teachers Retirement System | 8,367 | $11.3K | 0.00% | −1,151−12.1% | Reduced |
| Blueshift Asset Management, LLC | 10,316 | $14.0K | 0.00% | +10,316 | New |
| Family Wealth Partners, LLC | 11,140 | $15.1K | 0.01% | +315+2.9% | Added |
| Brighton Jones LLC | 11,701 | $15.9K | 0.00% | +11,701 | New |
| Y-Intercept (Hong Kong) Ltd | 11,805 | $16.0K | 0.00% | +11,805 | New |
| Ballentine Partners, LLC | 12,741 | $17.3K | 0.00% | −1,981−13.5% | Reduced |
| Ameritas Investment Partners, Inc. | 12,917 | $17.5K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,936 | $18.9K | 0.00% | +1,881+15.6% | Added |
| Legal & General Group Plc | 14,120 | $19.1K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 14,125 | $19.1K | 0.00% | +14,125 | New |
| Pallas Capital Advisors LLC | 14,221 | $19.3K | 0.00% | +14,221 | New |
| Nisa Investment Advisors, LLC | 14,441 | $19.6K | 0.00% | −225−1.5% | Reduced |
| Caerus Investment Advisors, LLC | 15,149 | $20.5K | 0.01% | +15,149 | New |
| HighRoad Wealth Advisors, LLC | 15,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| M&T Bank Corp | 15,994 | $21.7K | 0.00% | +3,535+28.4% | Added |
| Russell Investments Group, Ltd. | 16,490 | $22.3K | 0.00% | −353−2.1% | Reduced |
| Victory Capital Management Inc | 17,544 | $23.8K | 0.00% | −85−0.5% | Reduced |
| Smith Asset Management Co., LLC | 17,902 | $24.3K | 0.02% | −350−1.9% | Reduced |
| Tucker Asset Management LLC | 18,000 | $24.4K | 0.01% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 19,470 | $26.4K | 0.00% | −457−2.3% | Reduced |
| Kendall Capital Management | 19,865 | $26.9K | 0.01% | −226−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 20,021 | $27.1K | 0.00% | +14,247+246.7% | Added |
| First Trust Advisors LP | 20,062 | $27.2K | 0.00% | +76+0.4% | Added |
| Captrust Financial Advisors | 20,401 | $27.7K | 0.00% | +20,401 | New |
| Buckingham Strategic Partners | 20,873 | $28.3K | 0.00% | +9,841+89.2% | Added |
| Scientech Research LLC | 21,155 | $28.7K | 0.02% | +21,155 | New |
| Neuberger Berman Group LLC | 21,852 | $29.6K | 0.00% | +2,461+12.7% | Added |
| ProShare Advisors LLC | 22,743 | $30.8K | 0.00% | −5,508−19.5% | Reduced |
| Nissay Asset Management Corp | 24,481 | $33.3K | 0.00% | +10,770+78.6% | Added |
| Centiva Capital, LP | 25,000 | $33.9K | 0.00% | −75,000−75.0% | Reduced |
| JustInvest LLC | 25,071 | $34.0K | 0.00% | +25,071 | New |
| Family Management Corp | 25,111 | $34.0K | 0.00% | +111+0.4% | Added |
| Mercer Global Advisors Inc | 28,152 | $38.1K | 0.00% | +28,152 | New |
| Voya Investment Management LLC | 29,028 | $39.3K | 0.00% | −1,235−4.1% | Reduced |
| Abel Hall, LLC | 29,395 | $39.8K | 0.01% | +12,033+69.3% | Added |
| STRS Ohio | 29,500 | $40.0K | 0.00% | 00.0% | Unchanged |