SVC — Service Properties Trust

Ownership history in KEMPNER CAPITAL MANAGEMENT INC.  ·  25 quarters on record

AI Ownership Summary

KEMPNER CAPITAL MANAGEMENT INC. reported Service Properties Trust (SVC) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.24% in 2023 Q4. The latest visible filing shows SVC at 0.11% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SVC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was KEMPNER CAPITAL MANAGEMENT INC.'s position in Service Properties Trust, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SVC was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SVC stock page KEMPNER CAPITAL MANAGEMENT INC. fund profile KEMPNER CAPITAL MANAGEMENT INC. full holdings
How KEMPNER CAPITAL MANAGEMENT INC. held SVC — position size vs. price
% of Fund (quarterly)    SVC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 47,450 — 0% 0.11% $129K 2025-10-16 $2.30
2025 Q2 UNCHANGED 47,450 — 0% 0.06% $113K 2025-07-15 $2.69
2025 Q1 REDUCED 47,450 -2,000 -4.0% 0.07% $124K 2025-04-21 $1.80
2024 Q4 UNCHANGED 49,450 — 0% 0.07% $126K 2025-01-23 $2.66
2024 Q3 UNCHANGED 49,450 — 0% 0.12% $225K 2024-10-21 $3.49
2024 Q2 UNCHANGED 49,450 — 0% 0.13% $254K 2024-07-19 $5.59
2024 Q1 UNCHANGED 49,450 — 0% 0.18% $335K 2024-04-11 $5.96
2023 Q4 UNCHANGED 49,450 — 0% 0.24% $422K 2024-01-24 $6.98
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SVC

As of 2026 Q1 — sorted by position size

HighRoad Wealth Advisors, LLC 0.02% Ocean Park Asset Management, LLC 3Y 0.01% FAMILY WEALTH PARTNERS, LLC 0.01% Daytona Street Capital LLC 0.0% True Wealth Design, LLC 3Y 0.0% NBC SECURITIES, INC. 0.0% Merit Financial Group, LLC 3Y 7Y 0.0% GAMMA Investing LLC 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About KEMPNER CAPITAL MANAGEMENT INC. and SVC

These are the practical questions this page is built to answer before you even open the full history table.

How long has KEMPNER CAPITAL MANAGEMENT INC. reported owning SVC?

KEMPNER CAPITAL MANAGEMENT INC. reported SVC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SVC position in KEMPNER CAPITAL MANAGEMENT INC.'s portfolio?

The largest reported portfolio weight for SVC was 0.24% in 2023 Q4.

What is the latest reported SVC position on this page?

The most recent filing on this page is 2025 Q3, when KEMPNER CAPITAL MANAGEMENT INC. reported 47,450 shares, equal to 0.11% of portfolio, with an estimated market value of $129K.

What does the chart on this SVC ownership page compare?

The chart compares KEMPNER CAPITAL MANAGEMENT INC.'s quarterly SVC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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