Synergy Investment Management, LLC
Position in SVC — Service Properties Trust
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in SVC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$814
+$159 QoQ
Shares Held
96
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#205
of 220 holders
Holding Since
Dec 2024
4 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, 2026Synergy Investment Management, LLC holds $2,189 across 2 REIT - Hotel & Motel names. SVC ranks #2 (37.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HST |
Host Hotels & Resorts, Inc.
|
58 | $1,375 | |
| 2 | SVC |
Service Properties Trust
This page
|
96 | $814 |
All Filings in SVC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $814 | 482 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $655 | 482 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,258 | 482 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,381 | 544 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||