DOSSIER · 13F Holders · Q2 2026
SVC

SERVICE PPTYS TR COM NEW

2 institutions still hold SERVICE PPTYS TR COM NEW as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 81761L201·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15K
visible holders
Holders
2
filers reporting
Concentration
82.60%
EverSource Wealth Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported SVC in Q2 2026. EverSource Wealth Advisors, LLC leads at 82.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
EverSource Wealth Advisors, LLC
CIK 0001710537
$12K7K0.00%Q2 2026
02
Fortitude Family Office, LLC
CIK 0001950506
$3K2K0.00%Q2 2026
Insiders at SERVICE PPTYS TR COM NEW
Donley Brian E.Murray John G.Cramer Robert E.Burns Laurie B.Fraiche Donna D.Portnoy Adam D.Harrington John L.Ream Charles S