Creative Planning’s Service Properties Trust SVC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $256K | Sell |
37,740
-13,847
| -27% | -$144K | ﹤0.01% | 3547 |
|
|
2025
Q4 | $475K | Sell |
51,587
-4,818
| -9% | -$48.4K | ﹤0.01% | 2886 |
|
|
2025
Q3 | $764K | Buy |
56,405
+27,120
| +93% | +$367K | ﹤0.01% | 2366 |
|
|
2025
Q2 | $350K | Sell |
29,285
-305
| -1% | -$3.29K | ﹤0.01% | 2767 |
|
|
2025
Q1 | $386K | Buy |
29,590
+16,592
| +128% | +$225K | ﹤0.01% | 2537 |
|
|
2024
Q4 | $165K | Sell |
12,998
-11,663
| -47% | -$188K | ﹤0.01% | 3031 |
|
|
2024
Q3 | $562K | Sell |
24,661
-13,667
| -36% | -$340K | ﹤0.01% | 1994 |
|
|
2024
Q2 | $985K | Buy |
38,328
+1,682
| +5% | +$48.4K | ﹤0.01% | 1408 |
|
|
2024
Q1 | $1.24M | Buy |
36,646
+15,235
| +71% | +$565K | ﹤0.01% | 1199 |
|
|
2023
Q4 | $914K | Sell |
21,411
-2,427
| -10% | -$91.7K | ﹤0.01% | 1283 |
|
|
2023
Q3 | $917K | Sell |
23,838
-99
| -0.4% | -$4.12K | ﹤0.01% | 1204 |
|
|
2023
Q2 | $1.04M | Buy |
23,937
+165
| +0.7% | +$7.25K | ﹤0.01% | 1111 |
|
|
2023
Q1 | $1.18M | Buy |
23,772
+35
| +0.1% | +$1.62K | ﹤0.01% | 991 |
|
|
2022
Q4 | $865K | Buy |
23,737
+14,506
| +157% | +$532K | ﹤0.01% | 1109 |
|
|
2022
Q3 | $240K | Buy |
9,231
+381
| +4% | +$12.6K | ﹤0.01% | 1785 |
|
|
2022
Q2 | $231K | Buy |
8,850
+5,959
| +206% | +$206K | ﹤0.01% | 1796 |
|
|
2022
Q1 | $128K | Sell |
2,891
-6,064
| -68% | -$264K | ﹤0.01% | 1962 |
|
|
2021
Q4 | $394K | Sell |
8,955
-388
| -4% | -$19.8K | ﹤0.01% | 1446 |
|
|
2021
Q3 | $524K | Buy |
9,343
+107
| +1% | +$6.09K | ﹤0.01% | 1260 |
|
|
2021
Q2 | $582K | Sell |
9,236
-276
| -3% | -$17.1K | ﹤0.01% | 1193 |
|
|
2021
Q1 | $564K | Sell |
9,512
-1
| -0% | -$60 | ﹤0.01% | 1357 |
|
|
2020
Q4 | $547K | Sell |
9,513
-725
| -7% | -$36.8K | ﹤0.01% | 1260 |
|
|
2020
Q3 | $407K | Sell |
10,238
-159
| -2% | -$6.05K | ﹤0.01% | 1244 |
|
|
2020
Q2 | $369K | Buy |
10,397
+7,341
| +240% | +$256K | ﹤0.01% | 1190 |
|
|
2020
Q1 | $83K | Sell |
3,056
-904
| -23% | -$81.1K | ﹤0.01% | 1563 |
|
|
2019
Q4 | $482K | Buy |
3,960
+92
| +2% | +$11.2K | ﹤0.01% | 1131 |
|
|
2019
Q3 | $497K | Buy |
3,868
+85
| +2% | +$10.5K | ﹤0.01% | 1067 |
|
|
2019
Q2 | $473K | Buy |
3,783
+282
| +8% | +$36.2K | ﹤0.01% | 1111 |
|
|
2019
Q1 | $461K | Sell |
3,501
-957
| -21% | -$126K | ﹤0.01% | 1079 |
|
|
2018
Q4 | $532K | Buy |
4,458
+1,843
| +70% | +$241K | ﹤0.01% | 940 |
|
|
2018
Q3 | $377K | Sell |
2,615
-67
| -2% | -$9.6K | ﹤0.01% | 1258 |
|
|
2018
Q2 | $384K | Sell |
2,682
-58
| -2% | -$7.83K | ﹤0.01% | 1224 |
|
|
2018
Q1 | $347K | Buy |
2,740
+730
| +36% | +$98.2K | ﹤0.01% | 1269 |
|
|
2017
Q4 | $300K | Sell |
2,010
-375
| -16% | -$55.1K | ﹤0.01% | 1361 |
|
|
2017
Q3 | $340K | Sell |
2,385
-984
| -29% | -$139K | ﹤0.01% | 1258 |
|
|
2017
Q2 | $491K | Buy |
3,369
+529
| +19% | +$80.8K | ﹤0.01% | 1020 |
|
|
2017
Q1 | $448K | Buy |
2,840
+266
| +10% | +$41.7K | ﹤0.01% | 1043 |
|
|
2016
Q4 | $408K | Buy |
2,574
+253
| +11% | +$36.7K | ﹤0.01% | 1025 |
|
|
2016
Q3 | $345K | Buy |
2,321
+1,041
| +81% | +$159K | ﹤0.01% | 1100 |
|
|
2016
Q2 | $184K | Buy |
1,280
+140
| +12% | +$18.5K | ﹤0.01% | 1299 |
|
|
2016
Q1 | $151K | Sell |
1,140
-1,112
| -49% | -$135K | ﹤0.01% | 1374 |
|
|
2015
Q4 | $294K | Buy |
2,252
+349
| +18% | +$46.9K | ﹤0.01% | 997 |
|
|
2015
Q3 | $242K | Buy |
+1,903
| New | +$258K | ﹤0.01% | 1084 |
|
|
2015
Q2 | – | Sell |
-850
| Closed | -$139K | – | 2787 |
|
|
2015
Q1 | $139K | Buy |
850
+3
| +0.4% | +$479 | ﹤0.01% | 1390 |
|
|
2014
Q4 | $130K | Buy |
847
+36
| +4% | +$5.31K | ﹤0.01% | 1405 |
|
|
2014
Q3 | $108K | Buy |
811
+225
| +38% | +$32.6K | ﹤0.01% | 1422 |
|
|
2014
Q2 | $88K | Sell |
586
-31
| -5% | -$4.53K | ﹤0.01% | 1521 |
|
|
2014
Q1 | $88K | Buy |
617
+169
| +38% | +$22.5K | ﹤0.01% | 1481 |
|
|
2013
Q4 | $60K | Buy |
448
+146
| +48% | +$20.3K | ﹤0.01% | 1483 |
|
|
2013
Q3 | $42K | Buy |
302
+80
| +36% | +$11.1K | ﹤0.01% | 1620 |
|
|
2013
Q2 | $29K | Buy |
+222
| New | +$31.3K | ﹤0.01% | 1701 |
|
Other funds holding SVC
YAG
CM
VPM
NCM
VCM
Creative Planning's SVC Position: Q1 2026 in Review
Creative Planning reduced its Service Properties Trust (SVC) stake by 27% in Q1 2026, selling an estimated $144K and leaving 37,740 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #3547.
Creative Planning first reported a position in SVC in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.24M in Q1 2024. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.
- Creative Planning held 37,740 shares of Service Properties Trust worth $256K as of Q1 2026.
- Creative Planning sold 13,847 Service Properties Trust shares in Q1 2026, an estimated $144K.
- Service Properties Trust made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3547 holding.
- Creative Planning first reported a position in Service Properties Trust in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Service Properties Trust position peaked at $1.24M in Q1 2024.
- 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.