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 223 institutions that hold shares in the stock, with a total of 146 Million shares, which have been reported (via 13F filing form) to have a value of $249 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,000
shares
|
$1,700
0.0% of portfolio
|
Q3 2025
Reduced 75.0%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
998
shares
|
$1,696
0.0% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
959
shares
|
$1,630
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
800
shares
|
$1,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
690
shares
|
$1,173
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
600
shares
|
$1,020
0.0% of portfolio
|
Q2 2025
Reduced 13.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
600
shares
|
$1,020
0.0% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
567
shares
|
$963
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
563
shares
|
$957
0.0% of portfolio
|
Q4 2025
Reduced 54.45%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
546
shares
|
$928
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
540
shares
|
$918
0.0% of portfolio
|
Q3 2025
Reduced 16.92%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
500
shares
|
$850
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
448
shares
|
$761
0.0% of portfolio
|
Q2 2025
Reduced 40.11%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
432
shares
|
$734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
427
shares
|
$725
0.0% of portfolio
|
Q3 2025
Added 144.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
392
shares
|
$666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
383
shares
|
$651
0.0% of portfolio
|
Q2 2025
Reduced 62.56%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
375
shares
|
$637
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
300
shares
|
$510
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
281
shares
|
$477
0.0% of portfolio
|
Q2 2025
Reduced 95.9%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
273
shares
|
$464
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
268
shares
|
$455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
258
shares
|
$438
0.0% of portfolio
|
Q3 2025
Added 40.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
225
shares
|
$382
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
168
shares
|
$285
0.0% of portfolio
|
Q1 2022
Reduced 35.63%
|
|