Service Pptys Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Service Pptys Tr (SVC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Service Pptys Tr
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Quarterly reported holdings in Service Pptys Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $764k | 282k | 2.71 |
| 2025-06-30 | $350k | 146k | 2.39 |
| 2025-03-31 | $386k | 148k | 2.61 |
| 2024-12-31 | $165k | 65k | 2.54 |
| 2024-09-30 | $562k | 123k | 4.56 |
| 2024-06-30 | $985k | 192k | 5.14 |
| 2024-03-31 | $1.2M | 183k | 6.78 |
| 2023-12-31 | $914k | 107k | 8.54 |
| 2023-09-30 | $917k | 119k | 7.69 |
| 2023-06-30 | $1.0M | 120k | 8.69 |
| 2023-03-31 | $1.2M | 119k | 9.96 |
| 2022-12-31 | $865k | 119k | 7.29 |
| 2022-09-30 | $240k | 46k | 5.20 |
| 2022-06-30 | $231k | 44k | 5.22 |
| 2022-03-31 | $128k | 15k | 8.86 |
| 2021-12-31 | $394k | 45k | 8.80 |
| 2021-09-30 | $524k | 47k | 11.22 |
| 2021-06-30 | $582k | 46k | 12.60 |
| 2021-03-31 | $564k | 48k | 11.86 |
| 2020-12-31 | $547k | 48k | 11.50 |
| 2020-09-30 | $407k | 51k | 7.95 |
| 2020-06-30 | $369k | 52k | 7.10 |
| 2020-03-31 | $83k | 15k | 5.43 |
| 2019-12-31 | $482k | 20k | 24.34 |
| 2019-09-30 | $497k | 19k | 25.70 |