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SVC · Service Properties Trust · Holdings

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$6.25 +0.03 (+0.40%)
Russell 2000 member Rebalance outlook locked
Market Cap
$802.31M
Shares
129.51M
Volume · Oct 27 234.44K Avg daily vol (3M) 1.89M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of SVC: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 221
Total Value: $850,110,855
Total Shares: 502,178,437
Showing 1–100 of 227 holdings by value · page 1 of 3

Institutional Ownership Trend

27 quarters

Superinvestors Holding SVC

All superinvestors →
Howard Marks $3,360,365

Holder Concentration

Across 225 13F filers
Top Holder
11.0%
Sep 2023 → Jun 2026 · range 11.0% – 24.5%
of institutional value
Top 5
45.5%
Sep 2023 → Jun 2026 · range 39.8% – 60.2%
of institutional value
Top 10
63.0%
Sep 2023 → Jun 2026 · range 59.3% – 74.1%
of institutional value
HHI
542
Sep 2023 → Jun 2026 · range 484 – 1,159
Broadly held

Who Holds SVC

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 223 filers, like-for-like change +251.6%; actively managed books +268.6%; index-like books +213.2%.

Holder type Share Filers Change
Registered adviser 63.3% 113 +249.5%
Exempt adviser 0.4% 1 +1165.2%
Adviser 8.7% 6 +8538.1%
Bank 6.5% 16 +213.9%
Insurer 0.0% 2 +203.8%
Broker-dealer 0.1% 1 +0.3%
Benefit plan 0.4% 4 +395.4%
Non-US 0.5% 6 +414.4%
Holding company 14.0% 7 +196.0%
Unknown 6.1% 67 +94.3%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

224 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
6
2.68% of filers hold it in their top 10
Mar 31, 2026: 2
Holders above 5%
4
median weight 0.001%
Mar 31, 2026: 1
Crowding
39.1%
of shares outstanding, 91st percentile
Mar 31, 2026: 35.6%
Private-fund advisers
37.3%
of shares outstanding
Institutional ownership
77.6%
83.5% of the estimated free float
Top 10 holders
63.1%
of 13F shares, Herfindahl 0.054
Active holders
+268.6%
like-for-like share change of active filers
5% stakes on record
9
1 13D, 8 13G (6 institutional, 2 passive, 0 exempt)
How long holders have held it value-weighted 7.2 quarters
Under 1 year 54.1% 1 to 3 years 26.1% 3 years or more 19.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $86,037,806 (1 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$1.66
estimated per share
Mar 31, 2026: $2.73
Quarter-end price
$1.69
implied by 13F values
Estimated gain or loss
+1.6%
price against the estimated cost
Estimated at a loss
9.84%
of costed 13F value

Estimated cost covers 57.4% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies SVC's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 ILPT Industrial Logistics Properties Trust 3
2 IHRT iHeartMedia, Inc. 3
3 OPI Office Properties Income Trust 3
4 TRTX TPG RE Finance Trust, Inc. 3
5 EOLS Evolus, Inc. 3
6 CYH Community Health Systems Inc 3
7 BLCO Bausch & Lomb Corp 3
8 DCH Dauch Corp 4
9 SABR Sabre Corp 3
10 DHC Diversified Healthcare Trust 3

Shareholder Targets

13F filers that own its peers but not SVC, quarter ended Jun 30, 2026

Found through its holder-overlap peers: ILPT, IHRT, OPI, TRTX, EOLS, CYH, BLCO, DCH, SABR, DHC, LILA, AMRX, ARI, AERO, NWL, SOC, ADT, OTGA, COMP, LBTYA. 1,143 filers in all.

# Filer In peers
1 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active $866,666,664 1 held
2 GEODE CAPITAL MANAGEMENT, LLC Registered adviser, Index-like $795,005,591 16 held
3 Apollo Management Holdings, L.P. Unknown, Concentrated $580,692,820 5 held
4 Silver Point Capital L.P. Registered adviser, Concentrated $396,046,305 2 held
5 ACR Alpine Capital Research, LLC Registered adviser, Concentrated $368,299,860 2 held
6 PZENA INVESTMENT MANAGEMENT LLC Registered adviser, Diversified active $294,662,676 1 held
7 SB INVESTMENT ADVISERS (UK) LTD Registered adviser, Concentrated $265,152,975 1 held
8 TPG GP A, LLC Unknown, Concentrated $233,439,219 2 held
9 Castle Hook Partners LP Registered adviser, Diversified active $209,922,898 1 held
10 D1 Capital Partners L.P. Registered adviser, Concentrated $187,722,166 1 held

Fund Ownership of SVC by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 8.33% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.28% 365,320
Index ETFs 8.05% 10,422,540
Active ETFs 0.50% 647,113
Active funds 5.75% 7,448,936
Unclassified 0.00% 0
All registered funds 14.58% 18,883,909
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 112 Exempt adviser 1 Adviser 6 Bank 16 Insurer 2 Broker-dealer 1 Benefit plan 4 Non-US 6 Holding company 7 Unknown 66
Showing 100 of 227
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $93,967,681 11.05% 55,602,182
Helix Partners Management LP $92,443,000 10.87% 54,700,000
Flat Footed LLC $86,211,035 10.14% 51,012,447
Capital World Investors $59,468,588 7.00% 35,188,514
VANGUARD PORTFOLIO MANAGEMENT LLC $55,429,213 6.52% 32,798,351
VANGUARD CAPITAL MANAGEMENT LLC $44,766,741 5.27% 26,489,196
STATE STREET CORP $32,191,664 3.79% 19,048,322
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $25,295,407 2.98% 14,967,697
STONEHILL CAPITAL MANAGEMENT LLC $23,893,803 2.81% 14,138,345
FOURSIXTHREE CAPITAL LP $22,229,969 2.61% 13,153,828
SONA ASSET MANAGEMENT (US) LLC $22,139,000 2.60% 13,100,000
VR Advisory Services Ltd $20,504,656 2.41% 12,132,933
Bracebridge Capital, LLC $19,148,068 2.25% 11,330,218
GOLDMAN SACHS GROUP INC $18,668,297 2.20% 11,046,330
WHITEBOX ADVISORS LLC $16,193,091 1.90% 9,581,711
TWO SIGMA INVESTMENTS, LP $11,595,128 1.36% 6,861,023
NORTHERN TRUST CORP $9,724,378 1.14% 5,754,072
Capital International Investors $9,300,228 1.09% 5,503,094
SUSQUEHANNA ADVISORS GROUP, INC. $9,292,493 1.09% 5,498,517
Nantahala Capital Management, LLC $8,995,263 1.06% 5,322,641
D. E. Shaw & Co., Inc. $8,499,814 1.00% 5,029,476
Hudson Bay Capital Management LP $8,450,000 0.99% 5,000,000
Jain Global LLC $7,819,097 0.92% 4,626,685
AQR CAPITAL MANAGEMENT LLC $7,447,101 0.88% 4,406,571
VANGUARD FIDUCIARY TRUST CO $7,013,478 0.83% 4,149,987
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $6,588,289 0.77% 3,898,396
Nokomis Capital, L.L.C. $5,824,023 0.69% 3,446,168
MORGAN STANLEY $5,611,979 0.66% 3,320,700
RENAISSANCE TECHNOLOGIES LLC $5,300,009 0.62% 3,136,100
Point72 Asset Management, L.P. $5,218,718 0.61% 3,087,999
Allianz Asset Management GmbH $5,035,197 0.59% 2,979,407
WATERFALL ASSET MANAGEMENT, LLC $4,858,750 0.57% 2,875,000
Nuveen, LLC $4,145,688 0.49% 2,453,071
Bank of New York Mellon Corp $3,691,493 0.43% 2,184,317
JPMORGAN CHASE & CO $3,543,439 0.42% 2,096,712
MARSHALL WACE, LLP $3,442,577 0.40% 2,037,028
OAKTREE CAPITAL MANAGEMENT LP $3,360,365 0.40% 1,988,382
LSV ASSET MANAGEMENT $3,311,267 0.39% 1,959,330
Union Square Park Capital Management, LLC $3,211,000 0.38% 1,900,000
CITADEL ADVISORS LLC $3,200,279 0.38% 1,893,657
PANAGORA ASSET MANAGEMENT INC $2,592,799 0.30% 1,534,201
MILLENNIUM MANAGEMENT LLC $2,252,164 0.26% 1,332,642
Swiss National Bank $2,030,197 0.24% 1,201,300
CANADA LIFE ASSURANCE Co $1,838,299 0.22% 1,087,751
NOMURA ASSET MANAGEMENT CO LTD $1,775,176 0.21% 1,050,400
DIMENSIONAL FUND ADVISORS LP $1,650,552 0.19% 976,659
WOLVERINE ASSET MANAGEMENT LLC $1,566,550 0.18% 926,953
Rubric Capital Management LP $1,521,000 0.18% 900,000
LONESTAR CAPITAL MANAGEMENT LLC $1,521,000 0.18% 900,000
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $1,481,743 0.17% 876,772
Asset Management One Co., Ltd. $1,406,458 0.17% 832,224
Invesco Ltd. $1,385,061 0.16% 819,564
NORGES BANK $1,340,339 0.16% 793,100
BANK OF AMERICA CORP /DE/ $1,285,691 0.15% 760,765
RHUMBLINE ADVISERS $1,173,493 0.14% 694,375
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $1,153,071 0.14% 682,291
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $1,150,457 0.14% 680,744
CITIGROUP INC $1,135,139 0.13% 671,680
PRICE T ROWE ASSOCIATES INC /MD/ $1,099,454 0.13% 650,565
IEQ CAPITAL, LLC $1,096,002 0.13% 648,522
Potomac Capital Management, Inc. $1,093,430 0.13% 647,000
STATE OF WISCONSIN INVESTMENT BOARD $1,081,212 0.13% 639,771
Sumitomo Mitsui Trust Group, Inc. $1,073,682 0.13% 635,315
One William Street Capital Management, L.P. $1,064,700 0.13% 630,000
DEUTSCHE BANK AG\ $1,020,864 0.12% 604,062
ALLIANCEBERNSTEIN L.P. $1,012,303 0.12% 598,996
WELLS FARGO & COMPANY/MN $958,131 0.11% 566,942
Mitsubishi UFJ Asset Management Co., Ltd. $888,897 0.10% 525,975
Quantbot Technologies LP $823,486 0.10% 487,270
CITADEL ADVISORS LLC $810,524 0.10% 479,600
UBS Group AG $771,738 0.09% 456,651
VANGUARD ASSET MANAGEMENT, Ltd $724,519 0.09% 428,710
BARCLAYS PLC $668,632 0.08% 395,641
READYSTATE ASSET MANAGEMENT LP $657,450 0.08% 389,024
Inspire Investing, LLC $643,697 0.08% 99,953
MetLife Investment Management, LLC $609,735 0.07% 360,790
CM Management, LLC $591,500 0.07% 350,000
LPL Financial LLC $584,288 0.07% 345,733
Legal & General Group Plc $581,064 0.07% 343,826
Headlands Technologies LLC $543,164 0.06% 321,399
Thrivent Financial for Lutherans $519,388 0.06% 307,331
Unifi Asset Management LP $511,618 0.06% 302,733
Russell Investments Group, Ltd. $500,196 0.06% 295,975
State of Alaska, Department of Revenue $477,569 0.06% 74,157
Resona Asset Management Co.,Ltd. $466,835 0.05% 276,234
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $455,100 0.05% 269,290
ARISTEIA CAPITAL, L.L.C. $438,985 0.05% 259,755
Universal- Beteiligungs- und Servicegesellschaft mbH $435,965 0.05% 257,968
Point72 Asset Management, L.P. $430,612 0.05% 254,800
Jupiter Topco LLC $430,274 0.05% 254,600
CORSAIR CAPITAL MANAGEMENT, L.P. $422,500 0.05% 250,000
Mariner, LLC $412,214 0.05% 243,914
Daiwa Securities Group Inc. $403,291 0.05% 238,634
Vanguard Global Advisers, LLC $387,608 0.05% 229,354
Creative Planning $380,149 0.04% 224,941
Mitsubishi UFJ Trust & Banking Corp $368,923 0.04% 218,298
XTX Topco Ltd $313,792 0.04% 185,676
NEW YORK STATE COMMON RETIREMENT FUND $308,071 0.04% 182,291
CITADEL ADVISORS LLC $286,962 0.03% 169,800
Metis Global Partners, LLC $279,624 0.03% 165,458

Showing the top 100 of 227 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 945394 CUSIP 81761L201 13F (30d) 27 filings 27 filers Visit website Investor relations