Cerity Partners’s Service Properties Trust SVC Stock Holding History

Cerity Partners’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	$111K	Sell	13,107 -2,807	-18%	-$22.1K	﹤0.01%	3202
2026 Q1	$108K	Buy	15,914 +11,062	+228%	+$115K	﹤0.01%	3015
2025 Q4	$44.6K	Sell	4,852 -1,856	-28%	-$18.6K	﹤0.01%	2812
2025 Q3	$90.9K	Buy	6,708 +740	+12%	+$10K	﹤0.01%	2639
2025 Q2	$71.3K	Buy	5,968 +1,711	+40%	+$18.5K	﹤0.01%	2522
2025 Q1	$55.6K	Sell	4,257 -4,225	-50%	-$57.2K	﹤0.01%	2389
2024 Q4	$169K	Buy	8,482 +128	+2%	+$2.07K	﹤0.01%	2266
2024 Q3	$190K	Buy	8,354 +3,068	+58%	+$76.3K	﹤0.01%	2331
2024 Q2	$136K	Buy	5,286 +626	+13%	+$18K	﹤0.01%	2081
2024 Q1	$158K	Buy	+4,660	New	+$173K	﹤0.01%	2152
2023 Q2	–	Sell	-1,697	Closed	-$616K	–	1936
2023 Q1	$616K	Buy	+1,697	New	+$78.5K	﹤0.01%	1193

Other funds holding SVC

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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Foursixthree Capital New York $485M AUM 117.01% 1-Year Est. Return

SAMU

SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return

Cerity Partners's SVC Position: Q2 2026 in Review

Cerity Partners reduced its Service Properties Trust (SVC) stake by 18% in Q2 2026, selling an estimated $22.1K and leaving 13,107 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3202.

Cerity Partners first reported a position in SVC in Q1 2023 and has held it in 11 quarters since. The position peaked at $616K in Q1 2023. 199 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Cerity Partners held 13,107 shares of Service Properties Trust worth $111K as of Q2 2026.
Cerity Partners sold 2,807 Service Properties Trust shares in Q2 2026, an estimated $22.1K.
Service Properties Trust made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3202 holding.
Cerity Partners first reported a position in Service Properties Trust in Q1 2023 and has held it in 11 quarters since.
Cerity Partners's Service Properties Trust position peaked at $616K in Q1 2023.
199 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.