WA
SVC

Whitebox Advisors’s Service Properties Trust SVC Stock Holding History

Whitebox 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
2026
Q1 		$5.11M Sell
754,560
-60,000
-7% -$624K 0.07% 111
2025
Q4 		$7.49M Buy
814,560
+115,313
+16% +$1.16M 0.13% 99
2025
Q3 		$9.47M Sell
699,247
-51,013
-7% -$691K 0.18% 86
2025
Q2 		$8.97M Buy
750,260
+29,880
+4% +$323K 0.26% 85
2025
Q1 		$9.4M Buy
720,380
+291,400
+68% +$3.95M 0.33% 75
2024
Q4 		$5.45M Buy
428,980
+300,860
+235% +$4.86M 0.2% 91
2024
Q3 		$2.92M Buy
128,120
+6,000
+5% +$149K 0.13% 110
2024
Q2 		$3.14M Buy
122,120
+76,500
+168% +$2.2M 0.13% 102
2024
Q1 		$1.55M Buy
45,620
+40,139
+732% +$1.49M 0.06% 121
2023
Q4 		$234K Hold
5,481
– – 0.01% 133
2023
Q3 		$211K Hold
5,481
– – 0.01% 142
2023
Q2 		$238K Buy
+5,481
New +$241K 0.01% 175
2014
Q2 		– Sell
-2,155
Closed -$307K – 429
2014
Q1 		$307K Buy
+2,155
New +$287K 0.01% 359

Other funds holding SVC

YAG
Yorkville Advisors Global Mountainside, New Jersey $147M AUM 58.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.6B AUM 121.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B 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