RTL
SVC

Red Tortoise LLC’s Service Properties Trust SVC Stock Holding History

Red Tortoise LLC’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
-192
Closed -$2.6K – 626
2025
Q3 		$2.6K Hold
192
– – ﹤0.01% 498
2025
Q2 		$2.29K Buy
+192
New +$2.07K ﹤0.01% 502
2024
Q4 		– Sell
-72
Closed -$1.65K – 611
2024
Q3 		$1.65K Hold
72
– – ﹤0.01% 535
2024
Q2 		$1.86K Buy
+72
New +$2.07K ﹤0.01% 520

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 $585M AUM 5.18% 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

Red Tortoise LLC's SVC Position: Q4 2025 in Review

Red Tortoise LLC sold out of Service Properties Trust (SVC) in Q4 2025, closing a stake of 192 shares — an estimated $2.6K sold.

Red Tortoise LLC first reported a position in SVC in Q2 2024 and held it in 4 quarters. The position peaked at $2.6K in Q3 2025. 191 funds tracked by Wall St. Rank hold SVC as of Q4 2025.

  • Red Tortoise LLC reported no remaining Service Properties Trust position as of Q4 2025 after selling out during the quarter.
  • Red Tortoise LLC sold 192 Service Properties Trust shares in Q4 2025, an estimated $2.6K.
  • Red Tortoise LLC first reported a position in Service Properties Trust in Q2 2024 and held it in 4 quarters.
  • Red Tortoise LLC's Service Properties Trust position peaked at $2.6K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Service Properties Trust as of Q4 2025.

Based on Red Tortoise LLC's 13F filing for Q4 2025, filed 22 Jan 2026.