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Service Pptys Tr shares owned by MAI Wealth Advisors

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

Historical chart of MAI Wealth Advisors investment in Service Pptys Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Service Pptys Tr by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $16k 5.8k 2.71
2025-06-30 $14k 5.8k 2.39
2025-03-31 $16k 6.0k 2.61
2024-12-31 $15k 6.1k 2.54

More positions owned by MAI Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Microsoft Corp Call Call Option (Principal) (MSFT)
Ishares Tr Core S&p Mcp Etf (IJH)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon Call Call Option (Principal) (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Broadcom Call Call Option (Principal) (AVGO)
Alphabet Call Call Option (Principal) (GOOGL)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding Service Pptys Tr

Vanguard Group
BlackRock
Charles Schwab Investment Management
Nantahala Capital Management
Capital Management Corporation
Goldman Sachs Group
Susquehanna Advisors Group
Whitebox Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management
Lonestar Capital Management
LSV Asset Management
D. E. Shaw & Co
Readystate Asset Management

View all funds holding Service Pptys Tr