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Service Pptys Tr shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Service Pptys Tr (SVC) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Service Pptys Tr

Tip: Access up to 7 years of quarterly data

All positions including Service Pptys Tr held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Service Pptys Tr by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $165k 19k 8.54
2023-09-30 $150k 20k 7.69
2023-06-30 $180k 21k 8.69
2023-03-31 $193k 19k 9.96
2022-12-31 $119k 16k 7.29
2022-09-30 $78k 15k 5.18
2022-06-30 $41k 7.9k 5.21

More positions owned by Captrust Financial Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Vanguard S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard Small-cap Etf Etf (VB)
Nvidia Corporation Stock (NVDA)
Technology Select Sector Spdr Fund Etf (XLK)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)
Amazon Stock (AMZN)

View all positions for Captrust Financial Advisors

Top funds holding Service Pptys Tr

BlackRock
Vanguard Group
Charles Schwab Investment Management
LSV Asset Management
Geode Capital Management
Capital Management Corporation
Morgan Stanley
Dimensional Fund Advisors
Goldman Sachs Group
Northern Trust
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Siguler Guff Advisers
Legal & General Group
Principal Financial Group

View all funds holding Service Pptys Tr