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Equibles

Creative Planning

Position in SVC — Service Properties Trust

CIK 1540235 OVERLAND PARK, KS
Back to SVC Full portfolio

Position in SVC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$380,149
+$123,521 QoQ
Shares Held
44,988
+19.2% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#96
of 222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SVC Over Time

Shares Held

Position Value (USD)

Position in REIT - Hotel & Motel

Real Estate · as of Jun 30, 2026

Creative Planning holds $21,370,136 across 12 REIT - Hotel & Motel names. SVC ranks #9 (1.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 HST
Host Hotels & Resorts, Inc.
 530,381 $12,575,333
2 APLE
Apple Hospitality REIT, Inc.
 100,887 $1,695,910
3 RHP
Ryman Hospitality Properties, Inc.
 11,561 $1,486,165
4 PK
Park Hotels & Resorts Inc.
 101,223 $1,442,427
5 CLDT
Chatham Lodging Trust
 77,829 $1,029,677
6 DRH
DiamondRock Hospitality Co
 68,729 $837,118
7 XHR
Xenia Hotels & Resorts, Inc.
 35,857 $730,048
8 PEB
Pebblebrook Hotel Trust
 30,157 $585,347

All Filings in SVC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $380,149 224,941
2026-03-31 $256,628 188,698
2025-12-31 $474,597 257,934
2025-09-30 $764,287 282,025
2025-06-30 $349,955 146,425
2025-03-31 $386,143 147,948
2024-12-31 $165,071 64,989
2024-09-30 $562,266 123,304
2024-06-30 $985,023 191,639
2024-03-31 $1,242,298 183,230
2023-12-31 $914,258 107,056
2023-09-30 $916,578 119,191
2023-06-30 $1,040,070 119,686
2023-03-31 $1,183,835 118,859
2022-12-31 $865,206 118,684
2022-09-30 $239,534 46,153
2022-06-30 $231,427 44,250
2022-03-31 $127,637 14,455
2021-12-31 $393,563 44,774
2021-09-30 $523,652 46,713
2021-06-30 $581,842 46,178
2021-03-31 $564,085 47,562
2020-12-31 $546,533 47,566
2020-09-30 $406,952 51,189
2020-06-30 $368,566 51,984
2020-03-31 $82,522 15,282