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 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

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 $3.37T AUM 44.26% 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

Krilogy Financial's SVC Position: Q2 2026 in Review

Krilogy Financial opened a new position in Service Properties Trust (SVC) in Q2 2026: 3,412 shares worth $28.8K. The stake represents ﹤0.01% of the portfolio and ranks #1049 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SVC as recently as Q2 2017.

Krilogy Financial first reported a position in SVC in Q3 2015 and has held it in 9 quarters since. 223 funds tracked by Wall St. Rank hold SVC as of Q2 2026.

Krilogy Financial held 3,412 shares of Service Properties Trust worth $28.8K as of Q2 2026.
Service Properties Trust was a new Krilogy Financial position in Q2 2026.
Service Properties Trust made up ﹤0.01% of Krilogy Financial's portfolio in Q2 2026, its #1049 holding.
Krilogy Financial first reported a position in Service Properties Trust in Q3 2015 and has held it in 9 quarters since.
223 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.