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5%+ stakes · Schedule 13D and 13G

RLJ Lodging Trust: 5%+ holders

Who has reported owning 5% or more of RLJ Lodging Trust, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more5
Filings21
Latest filing2026-08-14

RLJ Lodging Trust has 21 Schedule 13D or 13G filings on record since 2025-08-14. 5 holders' latest filing reports 5% or more of $1.95 series a cumulative convertible preferred shares, par value $0.01 per share. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I15.78%1,985,178SCHEDULE 13G/A, 2026-08-142026-06-30
BlackRock, Inc.9.1%13,766,839SCHEDULE 13G/A, 2026-04-242026-03-31
Donald Smith & Co., Inc.8.1%12,311,807SCHEDULE 13G, 2026-08-112026-06-30
Vanguard Portfolio Management8.07%12,261,112SCHEDULE 13G, 2026-04-292026-03-31
H/2 Credit Manager LP6.3%9,583,184SCHEDULE 13G, 2026-02-172025-12-31
State Street Corporation4.7%7,070,816SCHEDULE 13G, 2025-11-102025-09-30
RM Trading of Florida LLC2.6%4,000,000SCHEDULE 13G, 2026-05-082026-05-01
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13
He ZhengxuSCHEDULE 13G/A, 2026-01-062025-12-31

Timeline

FiledHolderPercentFiling
2025-08-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I12.31%SCHEDULE 13G/A
2025-08-26RM Trading of Florida LLC7%SCHEDULE 13G
2025-10-30The Vanguard Group14.36%SCHEDULE 13G/A
2025-11-10State Street Corporation4.7%SCHEDULE 13G
2025-11-12Beit Roger J9.7%SCHEDULE 13G/A
2025-11-13Donald Smith & Co., Inc.7.2%SCHEDULE 13G
2025-11-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I12.64%SCHEDULE 13G/A
2025-12-08He Zhengxu5.9%SCHEDULE 13G
2026-01-06He ZhengxuSCHEDULE 13G/A
2026-01-30The Vanguard Group13.35%SCHEDULE 13G/A
2026-02-11Donald Smith & Co., Inc.8.8%SCHEDULE 13G
2026-02-17Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I13.76%SCHEDULE 13G/A
2026-02-17H/2 Credit Manager LP6.3%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-24BlackRock, Inc.9.1%SCHEDULE 13G/A
2026-04-29Vanguard Portfolio Management8.07%SCHEDULE 13G
2026-05-08RM Trading of Florida LLC2.6%SCHEDULE 13G
2026-05-14Donald Smith & Co., Inc.9.9%SCHEDULE 13G
2026-05-15Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I14.9%SCHEDULE 13G/A
2026-08-11Donald Smith & Co., Inc.8.1%SCHEDULE 13G
2026-08-14Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I15.78%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/rlj-lodging-trust
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
RLJ Lodging Trust 5%+ holders: 5 at 5% or more, largest Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I 15.78%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/rlj-lodging-trust