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.
Holders of 5% or more of SVC
Holders whose latest Schedule 13D or 13G filing reports 5% or more of Service Properties Trust, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 13G | 8.91%15.0M shares | +4.25 ppfrom 4.66% | Aug 11, 20253 filings | Aug 12, 2026 | SEC |
| Helix Partners Management LP | 13G | 8.60%55.7M shares | New | Apr 7, 20261 filing | Apr 7, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 8.40%14.0M shares | −1.20 ppfrom 9.60% | Jan 8, 20252 filings | Apr 24, 2025 | SEC |
| Flat Footed LLC | 13G/A | 7.90%51.0M shares | −0.60 ppfrom 8.50% | Apr 8, 20263 filings | Aug 14, 2026 | SEC |
| RMR Group LLC | 13D | 6.75%43.7M shares | New | Apr 9, 20261 filing | Apr 9, 2026 | SEC |
| Capital World Investors | 13G | 5.40%35.2M shares | New | Aug 12, 20261 filing | Aug 12, 2026 | SEC |
| Vanguard Portfolio Management LLC | 13G | 5.10%33.0M shares | New | Jul 31, 20261 filing | Jul 31, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
31 Schedule 13D and 13G filings on Service Properties Trust, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| Oct 30, 20261:56 PM ET | Vanguard Portfolio Management LLC | 13G/A | 4.91%6.37M shares | –Below 5% | Sep 30, 2026 | SEC |
| Aug 14, 202612:07 PM ET | Flat Footed LLCand 2 others | 13G/A | 7.90%51.0M shares | −0.60 ppfrom 8.50% | Jun 30, 2026 | SEC |
| Aug 12, 20266:20 PM ET | Charles Schwab Investment Management Inc | 13G | 8.91%15.0M shares | +4.25 ppfrom 4.66% | Jun 30, 2026 | SEC |
| Aug 12, 20265:40 PM ET | Capital World Investors | 13G | 5.40%35.2M shares | New | Jun 30, 2026 | SEC |
| Jul 31, 202611:40 AM ET | Vanguard Portfolio Management LLC | 13G | 5.10%33.0M shares | New | Jun 30, 2026 | SEC |
| May 14, 20265:27 PM ET | Charles Schwab Investment Management Inc | 13G/A | 4.66%0 shares | −0.38 ppfrom 5.04%Below 5% | Mar 31, 2026 | SEC |
| Apr 9, 20265:09 PM ET | Flat Footed LLCand 2 others | 13G/A | 8.50%55.0M shares | −0.90 ppfrom 9.40% | Apr 1, 2026 | SEC |
| Apr 9, 20264:59 PM ET | RMR Group LLCand 3 others | 13D | 6.75%43.7M shares | New | Apr 2, 2026 | SEC |
| Apr 8, 20265:02 PM ET | Flat Footed LLCand 2 others | 13G | 9.40%55.0M shares | New | Apr 1, 2026 | SEC |
| Apr 7, 20267:14 PM ET | Helix Partners Management LPand 3 others | 13G | 8.60%55.7M shares | New | Apr 1, 2026 | SEC |
| Mar 27, 20261:01 PM ET | Vanguard Group Inc | 13G/A | 0.00%0 shares | −9.89 ppfrom 9.89%Below 5% | Mar 13, 2026 | SEC |
| Aug 11, 20255:18 PM ET | Charles Schwab Investment Management Inc | 13G | 5.04%8.42M shares | New | Jun 30, 2025 | SEC |
| Apr 30, 202511:12 AM ET | Vanguard Group Inc | 13G/A | 9.89%16.5M shares | −2.08 ppfrom 11.97% | Mar 31, 2025 | SEC |
| Apr 24, 20258:59 AM ET | BlackRock, Inc. | 13G/A | 8.40%14.0M shares | −1.20 ppfrom 9.60% | Mar 31, 2025 | SEC |
| Feb 5, 20256:49 AM ET | State Street Corp | 13G | 3.10%5.13M shares | –Below 5% | Dec 31, 2024 | SEC |
| Jan 31, 20259:55 AM ET | Vanguard Group Inc | 13G/A | 11.97%20.0M shares | – | Dec 31, 2024 | SEC |
| Jan 8, 20257:03 PM ET | BlackRock, Inc. | 13G | 9.60%16.0M shares | New | Dec 31, 2024 | SEC |
| Aug 30, 2024 | Hollingsworth Joseph A JR | 13GOld format | – | New | – | SEC |
| Feb 13, 2024 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 30, 2024 | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Jan 19, 20242:40 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 9, 2023 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 31, 2023 | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Jan 23, 20233:52 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 14, 2022 | State Street Corp | 13G/AOld format | – | – | – | SEC |
| Feb 10, 2022 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 27, 20222:15 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20226:40 PM ET | BlackRock Inc. | 13G/AOld format | – | – | – | SEC |
| Feb 11, 2021 | State Street Corp | 13GOld format | – | New | – | SEC |
| Feb 10, 2021 | Vanguard Group Inc | 13G/AOld format | – | – | – | SEC |
| Jan 25, 20214:49 PM ET | BlackRock Inc. | 13GOld format | – | New | – | SEC |
Form 144: proposed insider sales
2 notices from officers, directors and other affiliates planning to sell Service Properties Trust shares, newest first.
| Filed (ET) | Seller | Shares to sell | Market value | Planned sale | Broker | Filing |
|---|---|---|---|---|---|---|
| Feb 27, 20267:27 PM ET | Laurie B. Burns Revocable TrustLaurie B. Burns is a Trustee of Issuer | 87.7K | $207.8K | Feb 27, 2026 | Fidelity Investments | SEC |
| Dec 15, 20259:47 PM ET | Janet W. Lamkin and William A. Lamkin, Trustees U/T/D 9-28-18William A. Lamkin is a Trustee of Issuer. | 101.2K | $192.2K | Dec 15, 2025 | Merrill Lynch, Pierce, Fenner & Smith, Inc. | SEC |