Family Management’s Service Properties Trust SVC Stock Holding History

Family Management’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	$34K	Buy	5,022 +22	+0.4%	+$229	﹤0.01%	282
2025 Q4	$46K	Buy	+5,000	New	+$50.2K	0.01%	255
2017 Q1	–	Sell	-15,375	Closed	-$2.44M	–	76
2016 Q4	$2.44M	Sell	15,375 -2,810	-15%	-$407K	1.67%	22
2016 Q3	$2.7M	Sell	18,185 -425	-2%	-$64.8K	1.53%	24
2016 Q2	$2.68M	Buy	+18,610	New	+$2.45M	1.52%	24

Other funds holding SVC

YAG

Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Family Management's SVC Position: Q1 2026 in Review

Family Management increased its Service Properties Trust (SVC) stake by 0.44% in Q1 2026, buying an estimated $229 and bringing the position to 5,022 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Family Management first reported a position in SVC in Q2 2016 and has held it in 5 quarters since. The position peaked at $2.7M in Q3 2016. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

Family Management held 5,022 shares of Service Properties Trust worth $34K as of Q1 2026.
Family Management bought 22 Service Properties Trust shares in Q1 2026, an estimated $229.
Service Properties Trust made up ﹤0.01% of Family Management's portfolio in Q1 2026, its #282 holding.
Family Management first reported a position in Service Properties Trust in Q2 2016 and has held it in 5 quarters since.
Family Management's Service Properties Trust position peaked at $2.7M in Q3 2016.
203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Family Management's 13F filing for Q1 2026, filed 15 May 2026.