SS
SVC

Sunbelt Securities’s Service Properties Trust SVC Stock Holding History

Sunbelt 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
2026
Q1 		$252 Buy
37
+15
+68% +$156 ﹤0.01% 2463
2025
Q4 		$204 Sell
22
-195
-90% -$1.96K ﹤0.01% 2431
2025
Q3 		$2.95K Buy
217
+203
+1,450% +$2.75K ﹤0.01% 1755
2025
Q2 		$178 Hold
14
– – ﹤0.01% 1749
2025
Q1 		$183 Hold
14
– – ﹤0.01% 1746
2024
Q4 		$172 Hold
14
– – ﹤0.01% 1755
2024
Q3 		$319 Hold
14
– – ﹤0.01% 1767
2024
Q2 		$360 Hold
14
– – ﹤0.01% 1674
2024
Q1 		$475 Hold
14
– – ﹤0.01% 1630
2023
Q4 		$598 Hold
14
– – ﹤0.01% 1585
2023
Q3 		$538 Hold
14
– – ﹤0.01% 1646
2023
Q2 		$608 Hold
14
– – ﹤0.01% 1573
2023
Q1 		$675 Buy
+14
New +$647 ﹤0.01% 1528

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $155M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sunbelt Securities's SVC Position: Q1 2026 in Review

Sunbelt Securities increased its Service Properties Trust (SVC) stake by 68% in Q1 2026, buying an estimated $156 and bringing the position to 37 shares worth $252. The position accounts for ﹤0.01% of the portfolio, ranked #2463.

Sunbelt Securities first reported a position in SVC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.95K in Q3 2025. 203 funds tracked by Wall St. Rank hold SVC as of Q1 2026.

  • Sunbelt Securities held 37 shares of Service Properties Trust worth $252 as of Q1 2026.
  • Sunbelt Securities bought 15 Service Properties Trust shares in Q1 2026, an estimated $156.
  • Service Properties Trust made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2463 holding.
  • Sunbelt Securities first reported a position in Service Properties Trust in Q1 2023 and has held it in 13 quarters since.
  • Sunbelt Securities's Service Properties Trust position peaked at $2.95K in Q3 2025.
  • 203 funds tracked by Wall St. Rank held Service Properties Trust as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.