PS
SVC

Principal Securities’s Service Properties Trust SVC Stock Holding History

Principal Securities’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
Q3 		– Sell
-64
Closed -$770 – 3838
2025
Q2 		$770 Buy
+64
New +$691 ﹤0.01% 3395

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
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 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

Principal Securities's SVC Position: Q3 2025 in Review

Principal Securities sold out of Service Properties Trust (SVC) in Q3 2025, closing a stake of 64 shares — an estimated $770 sold.

Principal Securities first reported a position in SVC in Q2 2025 and held it in 1 quarter. The position peaked at $770 in Q2 2025. 193 funds tracked by Wall St. Rank hold SVC as of Q3 2025.

  • Principal Securities reported no remaining Service Properties Trust position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 64 Service Properties Trust shares in Q3 2025, an estimated $770.
  • Principal Securities first reported a position in Service Properties Trust in Q2 2025 and held it in 1 quarter.
  • Principal Securities's Service Properties Trust position peaked at $770 in Q2 2025.
  • 193 funds tracked by Wall St. Rank held Service Properties Trust as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.