Corient Private Wealth
SVC

Corient Private Wealth’s Service Properties Trust SVC Stock Holding History

Corient Private Wealth’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 		$162K Buy
+19,187
New +$151K ﹤0.01% 2857
2025
Q2 		– Sell
-2,958
Closed -$38.6K – 2531
2025
Q1 		$38.6K Sell
2,958
-235
-7% -$3.18K ﹤0.01% 2238
2024
Q4 		$40.5K Buy
+3,193
New +$51.6K ﹤0.01% 2290
2024
Q1 		– Sell
-2,379
Closed -$102K – 2362
2023
Q4 		$102K Hold
2,379
– – ﹤0.01% 2155
2023
Q3 		$91.5K Sell
2,379
-1,000
-30% -$41.6K ﹤0.01% 2031
2023
Q2 		$147K Buy
3,379
+65
+2% +$2.85K ﹤0.01% 1934
2023
Q1 		$165K Buy
+3,314
New +$153K ﹤0.01% 1825

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

Corient Private Wealth's SVC Position: Q2 2026 in Review

Corient Private Wealth opened a new position in Service Properties Trust (SVC) in Q2 2026: 19,187 shares worth $162K. The stake represents ﹤0.01% of the portfolio and ranks #2857 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in SVC as recently as Q1 2025.

Corient Private Wealth first reported a position in SVC in Q1 2023 and has held it in 7 quarters since. The position peaked at $165K in Q1 2023. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

  • Corient Private Wealth held 19,187 shares of Service Properties Trust worth $162K as of Q2 2026.
  • Service Properties Trust was a new Corient Private Wealth position in Q2 2026.
  • Service Properties Trust made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2857 holding.
  • Corient Private Wealth first reported a position in Service Properties Trust in Q1 2023 and has held it in 7 quarters since.
  • Corient Private Wealth's Service Properties Trust position peaked at $165K in Q1 2023.
  • 223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.