Position in SVC
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,278,428
-$1,094,564 QoQ
Shares Held
188,698
-26.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Creative Planning holds $13,718,152 across 12 REIT - Hotel & Motel names. SVC ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
379,751 | $7,276,029 | |
| 2 | SVC |
Service Properties Trust
This page
|
188,698 | $1,278,428 | |
| 3 | APLE |
Apple Hospitality REIT, Inc.
|
92,793 | $1,068,047 | |
| 4 | RHP |
Ryman Hospitality Properties, Inc.
|
10,077 | $929,804 | |
| 5 | PK |
Park Hotels & Resorts Inc.
|
80,556 | $848,254 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
65,446 | $613,229 | |
| 7 | XHR |
Xenia Hotels & Resorts, Inc.
|
34,638 | $513,681 | |
| 8 | CLDT |
Chatham Lodging Trust
|
59,413 | $467,580 |
All Filings in SVC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,278,428 | 188,698 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,372,992 | 257,934 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,821,438 | 282,025 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,749,777 | 146,425 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,930,720 | 147,948 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $825,359 | 64,989 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,811,331 | 123,304 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,925,122 | 191,639 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $6,211,496 | 183,230 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,571,291 | 107,056 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,582,893 | 119,191 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $5,200,356 | 119,686 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,919,178 | 118,859 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,326,031 | 118,684 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,197,670 | 46,153 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,157,137 | 44,250 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $638,188 | 14,455 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,967,817 | 44,774 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,618,263 | 46,713 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,909,214 | 46,178 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,820,426 | 47,562 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,732,666 | 47,566 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,034,762 | 51,189 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,842,832 | 51,984 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $412,614 | 15,282 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||