CIA
SVC

Caerus Investment Advisors’s Service Properties Trust SVC Stock Holding History

Caerus Investment Advisors’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
Q1 		$20.5K Buy
+3,030
New +$31.5K 0.01% 273

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caerus Investment Advisors's SVC Position: Q1 2026 in Review

Caerus Investment Advisors opened a new position in Service Properties Trust (SVC) in Q1 2026: 3,030 shares worth $20.5K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings.

203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Caerus Investment Advisors held 3,030 shares of Service Properties Trust worth $20.5K as of Q1 2026.
  • Service Properties Trust was a new Caerus Investment Advisors position in Q1 2026.
  • Service Properties Trust made up 0.01% of Caerus Investment Advisors's portfolio in Q1 2026, its #273 holding.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.