Fortis Group Advisors
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Fortis Group Advisors’s Service Properties Trust SVC Stock Holding History

Fortis Group 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
Q3 		$1.07K Sell
166
-74
-31% -$579 ﹤0.01% 537
2026
Q2 		$2.03K Hold
240
– – ﹤0.01% 499
2026
Q1 		$1.63K Hold
240
– – ﹤0.01% 504
2025
Q4 		$2.21K Hold
240
– – ﹤0.01% 485
2025
Q3 		$3.26K Hold
240
– – ﹤0.01% 426
2025
Q2 		$2.87K Hold
240
– – ﹤0.01% 424
2025
Q1 		$3.14K Sell
240
-221
-48% -$2.99K ﹤0.01% 388
2024
Q4 		$5.85K Sell
461
-773
-63% -$12.5K ﹤0.01% 351
2024
Q3 		$28.1K Hold
1,234
– – 0.01% 230
2024
Q2 		$31.7K Hold
1,234
– – 0.01% 224
2024
Q1 		$41.8K Sell
1,234
-1,234
-50% -$45.8K 0.01% 231
2023
Q4 		$105K Buy
2,468
+1,234
+100% +$46.6K 0.03% 143
2023
Q3 		$47.4K Buy
+1,234
New +$51.3K 0.01% 143
2020
Q3 		$64K Buy
+1,620
New +$61.7K 0.01% 206

Other funds holding SVC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return

Fortis Group Advisors's SVC Position: Q3 2026 in Review

Fortis Group Advisors reduced its Service Properties Trust (SVC) stake by 31% in Q3 2026, selling an estimated $579 and leaving 166 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Fortis Group Advisors first reported a position in SVC in Q3 2020 and has held it in 14 quarters since. The position peaked at $105K in Q4 2023. 90 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

  • Fortis Group Advisors held 166 shares of Service Properties Trust worth $1.07K as of Q3 2026.
  • Fortis Group Advisors sold 74 Service Properties Trust shares in Q3 2026, an estimated $579.
  • Service Properties Trust made up ﹤0.01% of Fortis Group Advisors's portfolio in Q3 2026, its #537 holding.
  • Fortis Group Advisors first reported a position in Service Properties Trust in Q3 2020 and has held it in 14 quarters since.
  • Fortis Group Advisors's Service Properties Trust position peaked at $105K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on Fortis Group Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.