Global Retirement Partners’s Service Properties Trust SVC Stock Holding History

Global Retirement Partners’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
2025 Q4	$1.84K	Buy	+200	New	+$2.01K	﹤0.01%	3750
2024 Q3	–	Sell	-9	Closed	-$231	–	3636
2024 Q2	$231	Sell	9 -25	-74%	-$719	﹤0.01%	3404
2024 Q1	$1.15K	Hold	34	–	–	﹤0.01%	2933
2023 Q4	$1.38K	Hold	34	–	–	﹤0.01%	2801
2023 Q3	$1.25K	Hold	34	–	–	﹤0.01%	2704
2023 Q2	$1.48K	Hold	34	–	–	﹤0.01%	2650
2023 Q1	$1.48K	Buy	34 +25	+278%	+$1.16K	﹤0.01%	2602
2022 Q4	$328	Hold	9	–	–	﹤0.01%	2851
2022 Q3	$0	Sell	9 -2	-18%	-$66	﹤0.01%	2960
2022 Q2	$0	Buy	11 +3	+38%	+$104	﹤0.01%	2872
2022 Q1	$0	Buy	+8	New	+$348	﹤0.01%	2771

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

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

SAG

Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $3.05B AUM 41.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Global Retirement Partners's SVC Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Service Properties Trust (SVC) in Q4 2025: 200 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #3750 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SVC as recently as Q2 2024.

Global Retirement Partners first reported a position in SVC in Q1 2022 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold SVC as of Q4 2025.

Global Retirement Partners held 200 shares of Service Properties Trust worth $1.84K as of Q4 2025.
Service Properties Trust was a new Global Retirement Partners position in Q4 2025.
Service Properties Trust made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3750 holding.
Global Retirement Partners first reported a position in Service Properties Trust in Q1 2022 and has held it in 11 quarters since.
191 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.