PWA
SVC

Physician Wealth Advisors’s Service Properties Trust SVC Stock Holding History

Physician Wealth 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
2025
Q4 		– Sell
-109
Closed -$1.48K – 2151
2025
Q3 		$1.48K Hold
109
– – ﹤0.01% 1348
2025
Q2 		$1.3K Buy
+109
New +$1.18K ﹤0.01% 1228

Other funds holding SVC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $2.72B AUM 121.58% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Physician Wealth Advisors's SVC Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Service Properties Trust (SVC) in Q4 2025, closing a stake of 109 shares — an estimated $1.48K sold.

Physician Wealth Advisors first reported a position in SVC in Q2 2025 and held it in 2 quarters. The position peaked at $1.48K in Q3 2025. 191 funds tracked by Wall St. Rank hold SVC as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Service Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 109 Service Properties Trust shares in Q4 2025, an estimated $1.48K.
  • Physician Wealth Advisors first reported a position in Service Properties Trust in Q2 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Service Properties Trust position peaked at $1.48K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.