Service Properties Trust has 11 Schedule 13D or 13G filings on record since 2025-08-11. 6 holders' latest filing reports 5% or more of common shares of beneficial interest. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 8.91% | 14,967,697 | SCHEDULE 13G, 2026-08-12 | 2026-06-30 |
| Helix Partners Management LP | 8.6% | 55,700,000 | SCHEDULE 13G, 2026-04-07 | 2026-04-01 |
| FF Hybrid, LP | 7.9% | 51,012,447 | SCHEDULE 13G/A, 2026-08-14 | 2026-06-30 |
| The RMR Group LLC | 6.75% | 41,666,666 | SCHEDULE 13D, 2026-04-09 | 2026-04-02 |
| Capital World Investors | 5.4% | 35,242,889 | SCHEDULE 13G, 2026-08-12 | 2026-06-30 |
| Vanguard Portfolio Management | 5.1% | 33,042,351 | SCHEDULE 13G, 2026-07-31 | 2026-06-30 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
Purpose of Transaction (Item 4)
The RMR Group LLC
The information set forth in Items 3, 5 and 6 of this Schedule 13D is incorporated herein by reference. In connection with the Offering, also on April 2, 2026, Christopher J. Bilotto, executive vice president of RMR Inc., executive vice president of RMR LLC and one of the Issuer's Managing Trustees and its President and Chief Executive Officer, and Brian E. Donley, senior vice president of RMR LLC and the Issuer's Chief Financial Officer and Treasurer, as well as certain of the Issuer's Trustees, purchased from the underwriters an aggregate of 248,333 Common Shares, including 100,000 Common Shares acquired by Mr. Bilotto, at the public offering price of $1.20 per share. In connection with the Offering, RMR LLC, Messrs. Bilotto, Donley and Portnoy, and certain of the Trustees of the Issuer entered into lock-up agreements with the underwriters, pursuant to which each agreed, without the prior written consent of Yorkville Securities, LLC and subject to certain exceptions, not to sell, transfer or otherwise dispose of any Common Shares beneficially owned by them for a period of 90 days after March 31, 2026, the date of the Underwriting Agreement. The Reporting Persons acquired the Common Shares reported herein for investment purposes. In addition to Mr. Portnoy's role as a Managing Trustee of the Issuer, the Reporting Persons may from time to time engage in discussions with the Issuer, its Trustees and officers, other shareholders of the Issuer and other persons on matters …The first part of Item 4 of the SCHEDULE 13D filed 2026-04-09; the filing has the rest
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-11 | Charles Schwab Investment Management Inc | 5.04% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-04-07 | Helix Partners Management LP | 8.6% | SCHEDULE 13G |
| 2026-04-08 | FF Hybrid, LP | 9.4% | SCHEDULE 13G |
| 2026-04-09 | The RMR Group LLC | 6.75% | SCHEDULE 13D |
| 2026-04-09 | FF Hybrid, LP | 8.5% | SCHEDULE 13G/A |
| 2026-05-14 | Charles Schwab Investment Management Inc | 4.66% | SCHEDULE 13G/A |
| 2026-07-31 | Vanguard Portfolio Management | 5.1% | SCHEDULE 13G |
| 2026-08-12 | Charles Schwab Investment Management Inc | 8.91% | SCHEDULE 13G |
| 2026-08-12 | Capital World Investors | 5.4% | SCHEDULE 13G |
| 2026-08-14 | FF Hybrid, LP | 7.9% | 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.