Mackenzie Financial
SVC

Mackenzie Financial’s Service Properties Trust SVC Stock Holding History

Mackenzie 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
2025
Q4 		– Sell
-2,122
Closed -$28.8K – 1811
2025
Q3 		$28.8K Hold
2,122
– – ﹤0.01% 1675
2025
Q2 		$25.4K Hold
2,122
– – ﹤0.01% 1671
2025
Q1 		$27.7K Hold
2,122
– – ﹤0.01% 1640
2024
Q4 		$27K Hold
2,122
– – ﹤0.01% 1679
2024
Q3 		$48.4K Hold
2,122
– – ﹤0.01% 1538
2024
Q2 		$54.5K Sell
2,122
-127
-6% -$3.65K ﹤0.01% 1487
2024
Q1 		$76.3K Sell
2,249
-1,767
-44% -$65.5K ﹤0.01% 1450
2023
Q4 		$171K Buy
4,016
+1,765
+78% +$66.7K ﹤0.01% 1357
2023
Q3 		$81.4K Sell
2,251
-6
-0.3% -$250 ﹤0.01% 1370
2023
Q2 		$102K Sell
2,257
-677
-23% -$29.7K ﹤0.01% 1411
2023
Q1 		$146K Sell
2,934
-248
-8% -$11.5K ﹤0.01% 1375
2022
Q4 		$116K Sell
3,182
-2,377
-43% -$87.2K ﹤0.01% 1306
2022
Q3 		$144K Buy
5,559
+3,082
+124% +$102K ﹤0.01% 1281
2022
Q2 		$65K Buy
2,477
+435
+21% +$15K ﹤0.01% 1376
2022
Q1 		$90K Sell
2,042
-645
-24% -$28.1K ﹤0.01% 1341
2021
Q4 		$118K Buy
+2,687
New +$137K ﹤0.01% 1359
2021
Q2 		– Sell
-2,127
Closed -$126K – 1284
2021
Q1 		$126K Sell
2,127
-502
-19% -$30.2K ﹤0.01% 1095
2020
Q4 		$151K Buy
+2,629
New +$134K ﹤0.01% 1002
2020
Q3 		– Sell
-2,641
Closed -$94K – 1046
2020
Q2 		$94K Sell
2,641
-6,663
-72% -$232K ﹤0.01% 973
2020
Q1 		$251K Sell
9,304
-79,702
-90% -$7.15M ﹤0.01% 941
2019
Q4 		$10.8M Hold
89,006
– – 0.03% 310
2019
Q3 		$11.5M Hold
89,006
– – 0.03% 311
2019
Q2 		$11.1M Buy
89,006
+5,381
+6% +$690K 0.03% 296
2019
Q1 		$11M Buy
83,625
+12,145
+17% +$1.6M 0.03% 358
2018
Q4 		$8.54M Buy
71,480
+10,000
+16% +$1.31M 0.02% 398
2018
Q3 		$8.87M Buy
+61,480
New +$8.81M 0.02% 363

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SAG
Susquehanna Advisors Group Bala Cynwyd, Pennsylvania $5.75B AUM 39.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mackenzie Financial's SVC Position: Q4 2025 in Review

Mackenzie Financial sold out of Service Properties Trust (SVC) in Q4 2025, closing a stake of 2,122 shares — an estimated $28.8K sold.

Mackenzie Financial first reported a position in SVC in Q3 2018 and held it in 26 quarters. The position peaked at $11.5M in Q3 2019. 193 funds tracked by Wall St. Rank hold SVC as of Q4 2025.

  • Mackenzie Financial reported no remaining Service Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Mackenzie Financial sold 2,122 Service Properties Trust shares in Q4 2025, an estimated $28.8K.
  • Mackenzie Financial first reported a position in Service Properties Trust in Q3 2018 and held it in 26 quarters.
  • Mackenzie Financial's Service Properties Trust position peaked at $11.5M in Q3 2019.
  • 193 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2025.

Based on Mackenzie Financial's 13F filing for Q4 2025, filed 18 Feb 2026.