SVC SERVICE PPTYS TR

Ownership history in STIFEL FINANCIAL CORP  ·  25 quarters on record

This page tracks every 13F SEC filing in which STIFEL FINANCIAL CORP reported a position in SERVICE PPTYS TR (SVC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2019 Q3)
Avg. % of fund
0.0%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 14,264 +159 +1.1% 0.00% $39K $2.69
2025 Q2 REDUCED 14,105 -795 -5.3% 0.00% $34K $2.36
2025 Q1 ADDED 14,900 +2,500 +20.2% 0.00% $39K $2.56
2024 Q4 REDUCED 12,400 -20,822 -62.7% 0.00% $31K $2.48
2024 Q3 ADDED 33,222 +9,463 +39.8% 0.00% $152K $4.45
2024 Q2 REDUCED 23,759 -14,357 -37.7% 0.00% $122K $4.84
2024 Q1 ADDED 38,116 +444 +1.2% 0.00% $258K $6.18
2023 Q4 ADDED 37,672 +2,156 +6.1% 0.00% $322K $7.59
2023 Q3 ADDED 35,516 +12,261 +52.7% 0.00% $273K $6.65
2023 Q2 ADDED 23,255 +5,781 +33.1% 0.00% $202K $7.35
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SVC price (monthly, adj. close)
← Back to STIFEL FINANCIAL CORP Holdings