Position in SVC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,825
+$23,541 QoQ
Shares Held
659
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 220 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SVC Over Time
Shares Held
Position Value (USD)
Position in REIT - Hotel & Motel
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $427,217 across 13 REIT - Hotel & Motel names. SVC ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
7,982 | $189,253 | |
| 2 | XHR |
Xenia Hotels & Resorts, Inc.
|
3,894 | $79,281 | |
| 3 | PK |
Park Hotels & Resorts Inc.
|
5,065 | $72,176 | |
| 4 | SVC |
Service Properties Trust
This page
|
659 | $27,825 | |
| 5 | CLDT |
Chatham Lodging Trust
|
1,610 | $21,300 | |
| 6 | DRH |
DiamondRock Hospitality Co
|
855 | $10,413 | |
| 7 | RHP |
Ryman Hospitality Properties, Inc.
|
74 | $9,512 | |
| 8 | APLE |
Apple Hospitality REIT, Inc.
|
439 | $7,379 |
All Filings in SVC
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,825 | 3,293 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,284 | 3,150 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,425 | 1,318 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $699 | 258 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $439 | 184 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $153 | 59 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $149 | 59 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $269 | 59 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $298 | 58 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $393 | 58 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,212 | 142 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,091 | 142 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,233 | 142 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,414 | 142 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $76 | 2,389 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $16,924 | 3,261 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $18,121 | 3,465 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,761 | 426 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $3,744 | 426 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $4,775 | 426 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 HPT | — | 0 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $5,367 | 426 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 HPT | — | 0 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $5,052 | 426 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 HPT | — | 0 | Shares | Sole | 2021-01-25 | |
| 2020-12-31 | $4,894 | 426 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 HPT | — | 0 | Shares | Sole | 2020-10-29 | |
| 2020-09-30 | $3,307 | 416 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 HPT | — | 0 | Shares | Sole | 2020-08-05 | |
| 2020-06-30 | $5,097 | 719 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 HPT | — | 0 | Shares | Sole | 2020-05-12 | |
| 2020-03-31 | $2,095 | 388 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||