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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 37,820 | $51.2K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 34,798 | $47.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 34,474 | $46.7K | 0.00% | −880−2.5% | Reduced |
| Winton Group Ltd | 34,400 | $46.6K | 0.00% | +34,400 | New |
| BNP Paribas Arbitrage, SA | 33,422 | $45.3K | 0.00% | −1,598−4.6% | Reduced |
| AdvisorShares Investments LLC | 32,637 | $44.2K | 0.01% | +32,637 | New |
| Community Bank of Raymore | 31,850 | $43.2K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 31,741 | $43.0K | 0.00% | +31,741 | New |
| Ameriprise Financial Inc | 30,174 | $40.9K | 0.00% | +518+1.7% | Added |
| STRS Ohio | 29,500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Abel Hall, LLC | 29,395 | $39.8K | 0.01% | +12,033+69.3% | Added |
| Voya Investment Management LLC | 29,028 | $39.3K | 0.00% | −1,235−4.1% | Reduced |
| Mercer Global Advisors Inc | 28,152 | $38.1K | 0.00% | +28,152 | New |
| Family Management Corp | 25,111 | $34.0K | 0.00% | +111+0.4% | Added |
| JustInvest LLC | 25,071 | $34.0K | 0.00% | +25,071 | New |
| Centiva Capital, LP | 25,000 | $33.9K | 0.00% | −75,000−75.0% | Reduced |
| Nissay Asset Management Corp | 24,481 | $33.3K | 0.00% | +10,770+78.6% | Added |
| ProShare Advisors LLC | 22,743 | $30.8K | 0.00% | −5,508−19.5% | Reduced |
| Neuberger Berman Group LLC | 21,852 | $29.6K | 0.00% | +2,461+12.7% | Added |
| Scientech Research LLC | 21,155 | $28.7K | 0.02% | +21,155 | New |
| Buckingham Strategic Partners | 20,873 | $28.3K | 0.00% | +9,841+89.2% | Added |
| Captrust Financial Advisors | 20,401 | $27.7K | 0.00% | +20,401 | New |
| First Trust Advisors LP | 20,062 | $27.2K | 0.00% | +76+0.4% | Added |
| Tower Research Capital LLC (TRC) | 20,021 | $27.1K | 0.00% | +14,247+246.7% | Added |
| Kendall Capital Management | 19,865 | $26.9K | 0.01% | −226−1.1% | Reduced |
| Sawgrass Asset Management LLC | 19,470 | $26.4K | 0.00% | −457−2.3% | Reduced |
| Tucker Asset Management LLC | 18,000 | $24.4K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 17,902 | $24.3K | 0.02% | −350−1.9% | Reduced |
| Victory Capital Management Inc | 17,544 | $23.8K | 0.00% | −85−0.5% | Reduced |
| Russell Investments Group, Ltd. | 16,490 | $22.3K | 0.00% | −353−2.1% | Reduced |
| M&T Bank Corp | 15,994 | $21.7K | 0.00% | +3,535+28.4% | Added |
| HighRoad Wealth Advisors, LLC | 15,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Caerus Investment Advisors, LLC | 15,149 | $20.5K | 0.01% | +15,149 | New |
| Nisa Investment Advisors, LLC | 14,441 | $19.6K | 0.00% | −225−1.5% | Reduced |
| Pallas Capital Advisors LLC | 14,221 | $19.3K | 0.00% | +14,221 | New |
| Merit Financial Group, LLC | 14,125 | $19.1K | 0.00% | +14,125 | New |
| Legal & General Group Plc | 14,120 | $19.1K | 0.00% | 00.0% | Unchanged |
| Xponance, Inc. | 13,936 | $18.9K | 0.00% | +1,881+15.6% | Added |
| Ameritas Investment Partners, Inc. | 12,917 | $17.5K | 0.00% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,741 | $17.3K | 0.00% | −1,981−13.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,805 | $16.0K | 0.00% | +11,805 | New |
| Brighton Jones LLC | 11,701 | $15.9K | 0.00% | +11,701 | New |
| Family Wealth Partners, LLC | 11,140 | $15.1K | 0.01% | +315+2.9% | Added |
| Blueshift Asset Management, LLC | 10,316 | $14.0K | 0.00% | +10,316 | New |
| California State Teachers Retirement System | 8,367 | $11.3K | 0.00% | −1,151−12.1% | Reduced |
| Essential Partners LLC | 7,871 | $10.7K | 0.00% | +7,281+1,234.1% | Added |
| Harbor Capital Advisors, Inc. | 7,169 | $10.0K | 0.00% | −17,048−70.4% | Reduced |
| Larson Financial Group LLC | 6,446 | $8.73K | 0.00% | +30+0.5% | Added |
| Rockefeller Capital Management L.P. | 5,973 | $8.09K | 0.00% | +4,327+262.9% | Added |
| Northwestern Mutual Wealth Management Co | 5,953 | $8.07K | 0.00% | −960−13.9% | Reduced |
| Sterling Capital Management LLC | 5,339 | $7.23K | 0.00% | −3,572−40.1% | Reduced |
| Quadrant Capital Group LLC | 4,906 | $6.65K | 0.00% | −176−3.5% | Reduced |
| Exchange Traded Concepts, LLC | 4,704 | $6.37K | 0.00% | +4,704 | New |
| Brookfield Asset Management Inc. | 3,444 | $4.67K | 0.00% | +3,444 | New |
| Allworth Financial LP | 3,308 | $4.48K | 0.00% | +2,002+153.3% | Added |
| Cedar Mountain Advisors, LLC | 3,183 | $4.31K | 0.00% | +3,183 | New |
| IFP Advisors, Inc | 3,150 | $4.27K | 0.00% | +1,832+139.0% | Added |
| MAI Capital Management | 2,785 | $3.77K | 0.00% | +2,535+1,014.0% | Added |
| Eastern Bank | 2,500 | $3.39K | 0.00% | +2,500 | New |
| EverSource Wealth Advisors, LLC | 2,417 | $3.27K | 0.00% | +2,003+483.8% | Added |
| McMillan Office, Inc. | 2,076 | $2.81K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,848 | $2.50K | 0.00% | −992−34.9% | Reduced |
| The PNC Financial Services Group, Inc. | 1,658 | $2.25K | 0.00% | +622+60.0% | Added |
| Optiver Holding B.V. | 1,563 | $2.12K | 0.00% | −480−23.5% | Reduced |
| NBC Securities, Inc. | 1,472 | $1.99K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,670 | $1.97K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 1,201 | $1.63K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,180 | $1.60K | 0.00% | +515+77.4% | Added |
| Harbor Investment Advisory, LLC | 1,000 | $1.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 998 | $1.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 903 | $1.22K | 0.00% | +897+14,950.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 900 | $1.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 880 | $1.19K | 0.00% | +317+56.3% | Added |
| Atlantic Union Bankshares Corp | 800 | $1.08K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 700 | $845 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 600 | $813 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 482 | $653 | 0.00% | +482 | New |
| Rothschild Investment LLC | 463 | $627 | 0.00% | +343+285.8% | Added |
| Farther Finance Advisors, LLC | 490 | $578 | 0.00% | +243+98.4% | Added |
| Caitong International Asset Management Co., Ltd | 415 | $562 | 0.00% | +406+4,511.1% | Added |
| Private Trust Co NA | 392 | $531 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 375 | $508 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 300 | $407 | 0.00% | 00.0% | Unchanged |
| US Bancorp | 281 | $381 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 273 | $370 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 268 | $364 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 263 | $356 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 287 | $339 | 0.00% | −3,950−93.2% | Reduced |
| SRS Capital Advisors, Inc. | 439 | $308 | 0.00% | +439 | New |
| Root Financial Partners, LLC | 225 | $305 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 222 | $301 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 186 | $252 | 0.00% | +75+67.6% | Added |
| Quent Capital, LLC | 180 | $244 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 84 | $114 | 0.00% | −205−70.9% | Reduced |
| UBS Asset Management Americas Inc | 53 | $72 | 0.00% | +53 | New |
| Transamerica Financial Advisors, Inc. | 48 | $65 | 0.00% | +48 | New |
| Fifth Third Bancorp | 39 | $53 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 38 | $51 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $49 | 0.00% | +36 | New |
| SJS Investment Consulting Inc. | 34 | $47 | 0.00% | +34 | New |