CA
SVC

Clearstead Advisors’s Service Properties Trust SVC Stock Holding History

Clearstead 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
Q2 		$283 Buy
+33
New +$260 ﹤0.01% 3089
2025
Q4 		– Sell
-85
Closed -$1.16K – 3219
2025
Q3 		$1.16K Buy
85
+50
+143% +$678 ﹤0.01% 2592
2025
Q2 		$419 Buy
+35
New +$378 ﹤0.01% 2507

Other funds holding SVC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's SVC Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Service Properties Trust (SVC) in Q2 2026: 33 shares worth $283. The stake represents ﹤0.01% of the portfolio and ranks #3089 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SVC as recently as Q3 2025.

Clearstead Advisors first reported a position in SVC in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.16K in Q3 2025. 77 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Clearstead Advisors held 33 shares of Service Properties Trust worth $283 as of Q2 2026.
  • Service Properties Trust was a new Clearstead Advisors position in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3089 holding.
  • Clearstead Advisors first reported a position in Service Properties Trust in Q2 2025 and has held it in 3 quarters since.
  • Clearstead Advisors's Service Properties Trust position peaked at $1.16K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.