Rise Advisors’s Service Properties Trust SVC Stock Holding History

Rise 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 Q2	–	Sell	-38	Closed	-$493	–	1641
2025 Q1	$493	Buy	+38	New	+$515	﹤0.01%	1374

Other funds holding SVC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Rise Advisors's SVC Position: Q2 2025 in Review

Rise Advisors sold out of Service Properties Trust (SVC) in Q2 2025, closing a stake of 38 shares — an estimated $493 sold.

Rise Advisors first reported a position in SVC in Q1 2025 and held it in 1 quarter. The position peaked at $493 in Q1 2025. 200 funds tracked by Wall St. Rank hold SVC as of Q2 2025.

Rise Advisors reported no remaining Service Properties Trust position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 38 Service Properties Trust shares in Q2 2025, an estimated $493.
Rise Advisors first reported a position in Service Properties Trust in Q1 2025 and held it in 1 quarter.
Rise Advisors's Service Properties Trust position peaked at $493 in Q1 2025.
200 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.