Krilogy Financial
SVC icon

Krilogy Financial’s Service Properties Trust SVC Stock Holding History

Krilogy Financial’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 		– Sell
-3,412
Closed -$28.8K – 1173
2026
Q2 		$28.8K Buy
+3,412
New +$26.8K ﹤0.01% 1049
2017
Q3 		– Sell
-40
Closed -$6K – 844
2017
Q2 		$6K Buy
40
+20
+100% +$3.05K ﹤0.01% 583
2017
Q1 		$3K Hold
20
– – ﹤0.01% 630
2016
Q4 		$3K Sell
20
-40
-67% -$5.8K ﹤0.01% 630
2016
Q3 		$9K Hold
60
– – ﹤0.01% 539
2016
Q2 		$9K Hold
60
– – ﹤0.01% 544
2016
Q1 		$8K Hold
60
– – ﹤0.01% 491
2015
Q4 		$8K Buy
60
+20
+50% +$2.69K 0.01% 278
2015
Q3 		$5K Buy
+40
New +$5.42K ﹤0.01% 474

Other funds holding SVC

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Helix Partners Management
Helix Partners Management New York $677M AUM 2.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
Nantahala Capital Management
Nantahala Capital Management New Canaan, Connecticut $3.16B AUM 31.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Krilogy Financial's SVC Position: Q3 2026 in Review

Krilogy Financial sold out of Service Properties Trust (SVC) in Q3 2026, closing a stake of 3,412 shares — an estimated $28.8K sold.

Krilogy Financial first reported a position in SVC in Q3 2015 and held it in 9 quarters. The position peaked at $28.8K in Q2 2026. 147 funds tracked by Wall St. Rank hold SVC as of Q3 2026.

  • Krilogy Financial reported no remaining Service Properties Trust position as of Q3 2026 after selling out during the quarter.
  • Krilogy Financial sold 3,412 Service Properties Trust shares in Q3 2026, an estimated $28.8K.
  • Krilogy Financial first reported a position in Service Properties Trust in Q3 2015 and held it in 9 quarters.
  • Krilogy Financial's Service Properties Trust position peaked at $28.8K in Q2 2026.
  • 147 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.