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SVC

Service Properties Trust
SVC

203 hedge funds and large institutions have $193M invested in Service Properties Trust in 2026 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

6% more funds holding

Funds holding: 191 → 203 (+12)

1.61% more ownership

Funds ownership: 15.33% → 16.95% (+1.6%)

0% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 59

18% less capital invested

Capital invested by funds: $237M → $193M (-$43.8M)

70% less call options, than puts

Call options by funds: $183K | Put options by funds: $619K

Holders
203
Holders Change
+12
Holders Change %
+6.28%
% of All Funds
2.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
59
Reduced
59
Closed
21
Calls
$183K
Puts
$619K
Net Calls
-$436K
Net Calls Change
+$273K

Top Buyers

1
YAG
Yorkville Advisors Global
New Jersey
+$43.3M
2
CM
Capital Management
Virginia
+$2.33M
3
BlackRock
BlackRock
New York
+$2.18M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$1.85M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$1.81M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$8.29M
2
SAG
Susquehanna Advisors Group
Pennsylvania
-$4.11M
3
BCM
Brigade Capital Management
New York
-$1.98M
4
SPC
Silver Point Capital
Connecticut
-$1.95M
5
UBS Group
UBS Group
Switzerland
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAM
176
Caitong International Asset Management
Hong Kong
$562 +$843 +81 +4,050%
PTC
177
Private Trust Company
Ohio
$531 – – –
CFD
178
Creative Financial Designs
Indiana
$508 – – –
SWA
179
SOA Wealth Advisors
New York
$407 – – –
US Bancorp
180
US Bancorp
Minnesota
$381 – – –
RWM
181
Rialto Wealth Management
New York
$370 – – –
PWMG
182
Private Wealth Management Group
New Jersey
$364 – – –
BWA
183
Basecamp Wealth Advisors
Washington
$356 – – –
IAIM
184
International Assets Investment Management
Florida
$339 -$8.22K -790 -93%
AAP
185
Arax Advisory Partners
Colorado
$308 +$915 +88 New
RFP
186
Root Financial Partners
California
$305 – – –
PWPS
187
Pinnacle Wealth Planning Services
Ohio
$301 – – –
SS
188
Sunbelt Securities
Texas
$252 +$156 +15 +68%
QC
189
Quent Capital
New York
$244 – – –
WA
190
WPG Advisers
Maryland
$114 -$426 -41 -71%
UBS AM
191
UBS AM
Illinois
$72 +$114 +11 New
TFA
192
Transamerica Financial Advisors
Florida
$65 +$104 +10 New
Fifth Third Bancorp
193
Fifth Third Bancorp
Ohio
$53 – – –
SWP
194
Strategic Wealth Partners
Ohio
$51 – – –
WA
195
Whipplewood Advisors
Colorado
$49 +$73 +7 New
SIC
196
SJS Investment Consulting
Ohio
$47 +$73 +7 New
BCM
197
Boreal Capital Management
Florida
$38 – – –
ASN
198
Advisory Services Network
Georgia
$34 +$52 +5 New
HI
199
Harbour Investments
Wisconsin
$33 – – –
DF
200
Dunhill Financial
United Kingdom
$8 – – –
5 6 7
8
9

SVC Hedge Fund Activity: Q1 2026 in Review

203 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Service Properties Trust (SVC) for Q1 2026, worth a combined $193M — down 18% from $237M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SVC positions and 21 closed out — a net gain of 17 holders — while 59 added to existing stakes and 59 trimmed.

The largest buyer was Yorkville Advisors Global, opening a new position worth an estimated $43.3M. The largest seller was Morgan Stanley, cutting an estimated $8.29M.

  • 203 institutional investors held Service Properties Trust (SVC) as of Q1 2026, up from 191 in Q4 2025.
  • Funds reported $193M of Service Properties Trust stock for Q1 2026, down 18% quarter-over-quarter.
  • 38 funds opened new Service Properties Trust positions in Q1 2026 and 21 closed out, a net change of +17 holders.
  • The largest Service Properties Trust buyer in Q1 2026 was Yorkville Advisors Global, an estimated $43.3M added.
  • The largest Service Properties Trust seller in Q1 2026 was Morgan Stanley, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2026.