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 Q2	–	Sell	-5,022	Closed	-$34K	–	352
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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Family Management's SVC Position: Q2 2026 in Review

Family Management sold out of Service Properties Trust (SVC) in Q2 2026, closing a stake of 5,022 shares — an estimated $34K sold.

Family Management first reported a position in SVC in Q2 2016 and held it in 5 quarters. The position peaked at $2.7M in Q3 2016. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Family Management reported no remaining Service Properties Trust position as of Q2 2026 after selling out during the quarter.
Family Management sold 5,022 Service Properties Trust shares in Q2 2026, an estimated $34K.
Family Management first reported a position in Service Properties Trust in Q2 2016 and held it in 5 quarters.
Family Management's Service Properties Trust position peaked at $2.7M in Q3 2016.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.