Comparable stake leader
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
SEC ownership of Service Properties Trust
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000945394.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- SVC on Nasdaq
- Parsed ownership sources
-
13F and 13D/G
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000945394
- Issuer location
- Newton, MA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Service Properties Trust (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
CHARLES SCHWAB INVESTMENT...
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13F
13D/G
Lead comparable stake: 8.9%
13D/G row: CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Showing 1-8 of 50 holder rows.
Quick read
CHARLES SCHWAB INVESTMENT MANAGEMENT INC leads the comparable SEC ownership view at 8.9%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens CHARLES SCHWAB INVESTMENT MANAGEMENT INC's linked filing trail.
Comparable ownership
Top 5
CHARLES SCHWAB INVESTMENT MANAGEM...
8.9%
BlackRock, Inc.
8.4%
Flat Footed LLC
7.9%
Capital World Investors
5.4%
VANGUARD PORTFOLIO MANAGEMENT LLC
5.1%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
13D/G
Company
|
8.9%
from 13D/G
|
$25,295,408
14,967,697 shares
|
— | 30 Jun 2026 |
| BlackRock, Inc. |
13F
13D/G
Company
|
8.4%
from 13D/G
|
$93,967,689
55,602,182 shares
|
— | 30 Jun 2026 |
| Flat Footed LLC |
13D/G
13F
FF Hybrid, LP · Company
|
7.9%
|
$86,211,035
51,012,447 shares
|
$0 | 30 Jun 2026 |
| Capital World Investors |
13D/G
13F
Company
|
5.4%
|
$59,560,482
35,242,889 shares
|
$0 | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
5.1%
|
$55,841,573
33,042,351 shares
|
$0 | 30 Jun 2026 |
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
3.1%
from 13D/G
|
$32,191,664
19,048,322 shares
|
— | 30 Jun 2026 |
| Helix Partners Management LP |
13F
Company
|
8.5%
|
$92,443,000
54,700,000 shares
|
— | 30 Jun 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13F
Company
|
4.1%
|
$44,766,741
26,489,196 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to buying over the last 12 months. Net value: +$49,898,412.
Buys
$50,297,999
Insiders: 5
Sells
$399,587
Insiders: 3
Net
+$49,898,412
Shares: +41,722,639
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 41,914,999
Shares: 192,360
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 41,914,999 | 0 | $50,297,999 | $0 | +$50,297,999 |
| 6-9 | 0 | 87,680 | $0 | $203,838 | -$203,838 |
| 9-12 | 0 | 104,680 | $0 | $195,748 | -$195,748 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to Service Properties Trust. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Adam D. Portnoy
Net 12M change
+$49,898,413
Latest report
17 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Adam D. Portnoy | Director | $51,012,043 | +$49,999,999 | +4940% | Mixed | 17 Sep 2026 |
| John G. Murray | Director | $1,338,550 | Mixed | 17 Sep 2024 | ||
| Christopher J. Bilotto | President and CEO, Director | $358,043 | +$120,000 | +50% | Mixed | 17 Sep 2026 |
| Todd W. Hargreaves | Pres. & Chief Invest. Officer | $323,654 | Mixed | 17 Sep 2024 | ||
| Laurie B. Burns | Director | $256,907 | -$203,838 | -44% | Mixed | 11 Jun 2026 |
| Robert E. Cramer | Director | $256,907 | Mixed | 11 Jun 2026 | ||
| Brian E. Donley | CFO and Treasurer | $244,392 | +$60,470 | +33% | Mixed | 17 Sep 2026 |
| Donna D. Fraiche | Director | $218,415 | +$100,000 | +84% | Mixed | 11 Jun 2026 |
| John L. Harrington | Director | $213,414 | Mixed | 14 Jun 2024 | ||
| William A. Lamkin | Director | $23,500 | -$190,218 | -89% | Mixed | 11 Jun 2026 |
| Rajan C. Penkar | Director | $12,000 | +$12,000 | +100% | Mixed | 11 Jun 2026 |
| Jeanmarie Flaherty Cooney | Director | Mixed | 15 Sep 2026 |
Recent insider transactions for Service Properties Trust
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Adam D. Portnoy | :SVC | Common Shares of Beneficial Interest | Tax liability | -5.47% | -6,646 | 114,933 | 17 Sep 2026 | Direct | ||
| Brian E. Donley | :SVC | Common Shares of Beneficial Interest | Tax liability | -5.74% | -4,010 | 65,834 | 17 Sep 2026 | Direct | ||
| Christopher J. Bilotto | :SVC | Common Shares of Beneficial Interest | Tax liability | -6.95% | -7,635 | 102,214 | 17 Sep 2026 | Direct | ||
| Jeanmarie Flaherty Cooney | :SVC | Common Shares of Beneficial Interest | Award | 16,541 | 16,541 | 15 Sep 2026 | Direct | |||
| Adam D. Portnoy | :SVC | Common Shares of Beneficial Interest | Award | 42.7% | 36,390 | 121,579 | 10 Sep 2026 | Direct | ||
| Brian E. Donley | :SVC | Common Shares of Beneficial Interest | Award | 71.5% | 29,112 | 69,844 | 10 Sep 2026 | Direct | ||
| Christopher J. Bilotto | :SVC | Common Shares of Beneficial Interest | Award | 49.5% | 36,390 | 109,849 | 10 Sep 2026 | Direct | ||
| Adam D. Portnoy | :SVC | Common Shares of Beneficial Interest | Award | 18.7% | 67,073 | 425,954 | 11 Jun 2026 | Direct | ||
| Christopher J. Bilotto | :SVC | Common Shares of Beneficial Interest | Award | 22.4% | 67,073 | 366,515 | 11 Jun 2026 | Direct | ||
| Donna D. Fraiche | :SVC | Common Shares of Beneficial Interest | Award | 36.8% | 67,073 | 249,086 | 11 Jun 2026 | Direct | ||
| Laurie B. Burns | :SVC | Common Shares of Beneficial Interest | Award | 67,073 | 67,073 | 11 Jun 2026 | Direct | |||
| Robert E. Cramer | :SVC | Common Shares of Beneficial Interest | Award | 76.5% | 67,073 | 154,753 | 11 Jun 2026 | Direct | ||
| Rajan C. Penkar | :SVC | Common Shares of Beneficial Interest | Award | 670.7% | 67,073 | 77,073 | 11 Jun 2026 | Direct | ||
| William A. Lamkin | :SVC | Common Shares of Beneficial Interest | Gift | 536.6% | 67,073 | 79,573 | 11 Jun 2026 | By Trust | ||
| William A. Lamkin | :SVC | Common Shares of Beneficial Interest | Gift | -100% | -67,073 | 0 | 11 Jun 2026 | Direct | ||
| William A. Lamkin | :SVC | Common Shares of Beneficial Interest | Award | 67,073 | 67,073 | 11 Jun 2026 | Direct | |||
| Donna D. Fraiche | :SVC | Common Shares of Beneficial Interest | Purchase | 84.4% | $100,000 | $1.20 | 83,333 | 182,013 | 02 Apr 2026 | Direct |
| Rajan C. Penkar | :SVC | Common Shares of Beneficial Interest | Purchase | $12,000 | $1.20 | 10,000 | 10,000 | 02 Apr 2026 | Direct | |
| Brian E. Donley | :SVC | Common Shares of Beneficial Interest | Purchase | 37% | $66,000 | $1.20 | 55,000 | 203,660 | 02 Apr 2026 | Direct |
| Christopher J. Bilotto | :SVC | Common Shares of Beneficial Interest | Purchase | 50.4% | $120,000 | $1.20 | 100,000 | 298,369 | 02 Apr 2026 | Direct |
| Adam D. Portnoy | :SVC | Common Shares of Beneficial Interest | Purchase | $49,999,999 | $1.20 | 41,666,666 | 41,666,666 | 02 Apr 2026 | See Footnote | |
| Laurie B. Burns | :SVC | Common Shares of Beneficial Interest | Sale | -100% | $203,838 | $2.32 | -87,680 | 0 | 27 Feb 2026 | By Trust |
| William A. Lamkin | SVC | Common Shares of Beneficial Interest | Sale | -89% | $190,218 | $1.88 | -101,180 | 12,500 | 15 Dec 2025 | By Trust |
| Brian E. Donley | SVC | Common Shares of Beneficial Interest | Sale | -2.3% | $5,530 | $1.58 | -3,500 | 148,660 | 19 Nov 2025 | Direct |
* marks a reported price that did not pass the local price check.