Service Properties Trust Ownership | Who Owns Service Properties Trust?

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Service Properties Trust Ownership Summary

Service Properties Trust is owned by 77.96% institutional investors, 6.61% insiders, and 15.44% retail investors. Blackrock is the largest institutional shareholder, holding 18.68% of SVC shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.37% of its assets in Service Properties Trust shares.

SVC Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Service Properties Trust	77.96%	6.61%	15.44%
Sector	Real Estate Stocks	66.62%	8.14%	25.24%
Industry	Hotel & Motel REIT Stocks	81.81%	4.18%	14.02%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	30.85M	18.68%	$158.59M
Vanguard group	26.46M	16.02%	$135.99M
State street	9.13M	5.53%	$46.90M
Charles schwab investment management	5.68M	3.44%	$29.19M
Capital management corp /va	4.72M	2.86%	$24.26M
Lsv asset management	4.43M	2.68%	$22.78M
Geode capital management	4.36M	2.64%	$22.41M
Invesco	3.99M	2.42%	$20.52M
Dimensional fund advisors lp	2.44M	1.48%	$12.52M
Morgan stanley	2.41M	1.46%	$12.37M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Capital management corp /va	4.72M	4.86%	$24.26M
Siguler guff advisers	1.71M	3.76%	$8.78M
Cm management	300.00K	1.41%	$1.54M
Baugh & associates	293.80K	0.80%	$1.54M
Community bank of raymore	146.39K	0.58%	$752.45K
Grandview asset management	93.48K	0.28%	$481.00K
Glendon capital management lp	692.35K	0.27%	$3.56M
Kempner capital management	49.45K	0.13%	$254.00K
Delta investment management	116.17K	0.13%	$597.10K
Castleknight management lp	501.54K	0.13%	$2.58M

Top Buyers

Holder	Shares	% Assets	Change
Mirae asset global etfs	1.92M	0.02%	1.92M
Capital management corp /va	4.72M	4.86%	1.09M
Norges bank	817.18K	0.00%	817.18K
Invesco	3.99M	0.00%	603.64K
Whitebox advisors	610.60K	0.09%	382.50K

Top Sellers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	-	-	-1.76M
Balyasny asset management	-	-	-750.52K
Ubs asset management americas	209.65K	0.00%	-658.93K
Morgan stanley	2.41M	0.00%	-645.04K
Alliancebernstein	256.48K	0.00%	-436.91K

New Positions

Holder	Shares	% Assets	Change	Value
Mirae asset global etfs	1.92M	0.02%	1.92M	$9.85M
Norges bank	817.18K	0.00%	817.18K	$4.20M
Jump financial	102.00K	0.01%	102.00K	$524.28K
Ieq capital	97.91K	0.01%	97.91K	$503.26K
Corebridge financial	95.73K	0.00%	95.73K	$492.06K

Sold Out

Holder	Change
Transamerica financial advisors	-1.00
Jfs wealth advisors	-1.00
Financial gravity asset management	-5.00
Nelson, van denburg & campbell wealth management group	-33.00
Global retirement partners	-45.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	245	2.08%	128,938,000	1.35%	77	1.31%	103	-1.90%	91	7.06%
Jun 30, 2024	237	-4.05%	127,193,257	0.02%	77	1.30%	103	0.98%	85	-8.60%
Mar 31, 2024	247	-0.80%	127,164,779	-1.30%	77	1.26%	102	-10.53%	93	16.25%
Dec 31, 2023	249	-2.35%	128,844,413	2.35%	78	1.34%	114	11.76%	80	-12.09%
Sep 30, 2023	255	-0.39%	125,884,815	-3.66%	76	1.22%	102	6.25%	91	-4.21%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	10.62M	6.37%	11.15K
Vanguard Real Estate Index Investor	6.54M	3.92%	-18.25K
Vanguard Total Stock Mkt Idx Inv	5.49M	3.29%	7.81K
Invesco KBW Premium Yield Eq REIT ETF	4.39M	2.64%	-
iShares Russell 2000 ETF	4.32M	2.59%	-9.72K
Vanguard Small Cap Index	4.17M	2.50%	8.15K
Schwab Fundamental U.S. Small CompanyETF	3.20M	1.92%	-
Vanguard Small Cap Value Index Inv	2.81M	1.69%	-968.00
Vanguard Institutional Extnd Mkt Idx Tr	2.67M	1.60%	-10.02K
Fidelity Small Cap Index	1.74M	1.05%	-25.90K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 23, 2021	Donley Brian E.	CFO and Treasurer	Buy	$19.94K
May 11, 2021	Donley Brian E.	CFO and Treasurer	Buy	$21.80K
Dec 09, 2020	HARRINGTON JOHN L.	-	Sell	$202.32K
Dec 02, 2020	HARRINGTON JOHN L.	-	Sell	$338.58K
Jun 06, 2012	GANS BRUCE M	-	Buy	$460.00

Insider Transactions Trends

Date	Buy	Sell
2023 Q3	-	-
2023 Q2	-	-
2022 Q3	-	-
2021 Q4	1	-
2021 Q3	-	-

SVC Ownership FAQ

Who Owns Service Properties Trust?

Service Properties Trust shareholders are primarily institutional investors at 77.96%, followed by 6.61% insiders and 15.43% retail investors. The average institutional ownership in Service Properties Trust's industry, Hotel & Motel REIT Stocks , is 81.81%, which Service Properties Trust falls below.

Who owns the most shares of Service Properties Trust?

Service Properties Trust’s largest shareholders are Blackrock (30.85M shares, 18.68%), Vanguard group (26.46M shares, 16.02%), and State street (9.13M shares, 5.53%). Together, they hold 40.23% of Service Properties Trust’s total shares outstanding.

Does Blackrock own Service Properties Trust?

Yes, BlackRock owns 18.68% of Service Properties Trust, totaling 30.85M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 158.59M$. In the last quarter, BlackRock decreased its holdings by -367K shares, a -1.18% change.

Who is Service Properties Trust’s biggest shareholder by percentage of total assets invested?

Capital management corp /va is Service Properties Trust’s biggest shareholder by percentage of total assets invested, with 4.86% of its assets in 4.72M Service Properties Trust shares, valued at 24.26M$.

Who is the top mutual fund holder of Service Properties Trust shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Service Properties Trust shares, with 6.37% of its total shares outstanding invested in 10.62M Service Properties Trust shares.

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