AIM
SVC

Advyzon Investment Management’s Service Properties Trust SVC Stock Holding History

Advyzon Investment Management’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.3K Sell
2,761
-56,113
-95% -$441K ﹤0.01% 754
2026
Q1 		$399K Buy
58,874
+23,225
+65% +$242K 0.04% 459
2025
Q4 		$328K Buy
35,649
+21,329
+149% +$214K 0.04% 427
2025
Q3 		$194K Buy
+14,320
New +$194K 0.03% 466

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HPM
Helix Partners Management New York $744M AUM 62.28% 1-Year Est. Return
FFL
Flat Footed LLC Wilson, Wyoming $1.31B AUM 86.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SCM
Stonehill Capital Management New York $350M AUM 73.6% 1-Year Est. Return
FC
Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

Advyzon Investment Management's SVC Position: Q2 2026 in Review

Advyzon Investment Management reduced its Service Properties Trust (SVC) stake by 95% in Q2 2026, selling an estimated $441K and leaving 2,761 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Advyzon Investment Management first reported a position in SVC in Q3 2025 and has held it in 4 quarters since. The position peaked at $399K in Q1 2026. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Advyzon Investment Management held 2,761 shares of Service Properties Trust worth $23.3K as of Q2 2026.
  • Advyzon Investment Management sold 56,113 Service Properties Trust shares in Q2 2026, an estimated $441K.
  • Service Properties Trust made up ﹤0.01% of Advyzon Investment Management's portfolio in Q2 2026, its #754 holding.
  • Advyzon Investment Management first reported a position in Service Properties Trust in Q3 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's Service Properties Trust position peaked at $399K in Q1 2026.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.