Position in SVC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$130,975
+$109,973 QoQ
Shares Held
15,500
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#13
of 28 holders
Holding Since
Dec 2025
3 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, 2026HighRoad Wealth Advisors, LLC holds $130,975 across 1 REIT - Hotel & Motel name. SVC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SVC |
Service Properties Trust
This page
|
15,500 | $130,975 |
All Filings in SVC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,975 | 15,500 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $21,002 | 15,500 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $28,520 | 15,500 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||