Institutional Ownership Service Properties Trust (SVC)
This table provides information about the institutional ownership of Service Properties Trust (SVC). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 137 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,000
shares
|
$10,640
0.0% of portfolio
|
Q2 2024
Reduced 6.43%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,952
shares
|
$10,512
0.0% of portfolio
|
Q1 2025
Added 453.5%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
3,733
shares
|
$9,929
0.0% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,342
shares
|
$8,889
0.0% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,197
shares
|
$8,504
0.0% of portfolio
|
Q2 2025
Reduced 73.07%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,964
shares
|
$7,884
0.0% of portfolio
|
Q1 2025
Added 69.76%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,847
shares
|
$7,573
0.0% of portfolio
|
Q1 2025
Reduced 46.13%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,530
shares
|
$6,729
0.0% of portfolio
|
Q4 2023
Reduced 2.39%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,460
shares
|
$6,543
0.0% of portfolio
|
Q4 2021
Reduced 29.71%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
2,400
shares
|
$6,384
0.0% of portfolio
|
Q1 2025
Added 631.71%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,995
shares
|
$5,306
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Barrow Hanley Mewhinney & Strauss LLC
Dallas, TX |
May 12, 2025 Q1 2025 |
1,927
shares
|
$5,125
0.0% of portfolio
|
Q1 2024
Added 689.75%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,795
shares
|
$4,774
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,751
shares
|
$4,657
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,725
shares
|
$4,588
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,618
shares
|
$4,303
0.0% of portfolio
|
Q1 2025
Added 161700.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
1,500
shares
|
$3,990
0.0% of portfolio
|
Q4 2024
Added 74.22%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
1,201
shares
|
$3,194
0.0% of portfolio
|
Q1 2025
Reduced 47.87%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,146
shares
|
$3,048
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
1,023
shares
|
$2,721
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
998
shares
|
$2,654
0.0% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
932
shares
|
$2,479
0.0% of portfolio
|
Q1 2025
Reduced 13.94%
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
848
shares
|
$2,255
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
748
shares
|
$1,989
0.0% of portfolio
|
Q4 2024
Added 66.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
697
shares
|
$1,854
0.0% of portfolio
|
Q1 2025
Added 16.17%
|