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5%+ stakes · Schedule 13D and 13G

Service Properties Trust: 5%+ holders

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

As of November 6, 2026, 5 holders' latest Schedule 13D or 13G filings report owning 5% or more of Service Properties Trust. The largest reported stake is Charles Schwab Investment Management Inc's, at 8.91%. 12 filings are on record since August 11, 2025 (Schedule 13G, August 12, 2026).

Helix Partners Management LP also filed stake reports on 1 other company ↓

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Key facts

  • · Reporting person: Vanguard Portfolio Management · Sole voting: 53,938 · Shared voting: 0 · Sole dispositive: 6,367,588 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-30
  • · Reporting person: FF Hybrid, LP · Sole voting: 0 · Shared voting: 51,012,447 · Sole dispositive: 0 · Shared dispositive: 51,012,447 · SCHEDULE 13G/A, 2026-08-14
  • · Reporting person: Charles Schwab Investment Management Inc · Sole voting: 14,967,697 · Shared voting: 0 · Sole dispositive: 14,967,697 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-12
  • · Reporting person: Capital World Investors · Sole voting: 35,242,889 · Shared voting: 0 · Sole dispositive: 35,242,889 · Shared dispositive: 0 · SCHEDULE 13G, 2026-08-12
  • · Holder: Vanguard Portfolio Management · Percent: 5.1% · SCHEDULE 13G
At 5% or more5
Filings12
Latest filing2026-10-30

Service Properties Trust has 12 Schedule 13D or 13G filings on record since 2025-08-11. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Charles Schwab Investment Management Inc8.91%14,967,697SCHEDULE 13G, 2026-08-122026-06-30
Helix Partners Management LP8.6%55,700,000SCHEDULE 13G, 2026-04-072026-04-01
FF Hybrid, LP7.9%51,012,447SCHEDULE 13G/A, 2026-08-142026-06-30
The RMR Group LLC6.75%41,666,666SCHEDULE 13D, 2026-04-092026-04-02
Capital World Investors5.4%35,242,889SCHEDULE 13G, 2026-08-122026-06-30
Vanguard Portfolio Management4.91%6,367,588SCHEDULE 13G/A, 2026-10-302026-09-30
The Vanguard Group0%0SCHEDULE 13G/A, 2026-03-272026-03-13

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More on Service Properties Trust and the records around it.

Service Properties Trust elsewhere on the record

Companies that share a holder

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What the Full Report on Service Properties Trust covers

  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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Voting and dispositive power, as filed

Reporting personSole votingShared votingSole dispositiveShared dispositiveFiling
Charles Schwab Investment Management Inc14,967,697014,967,6970SCHEDULE 13G, 2026-08-12
FF Hybrid, LP051,012,447051,012,447SCHEDULE 13G/A, 2026-08-14
Flat Footed LLC051,012,447051,012,447SCHEDULE 13G/A, 2026-08-14
Marc Andersen051,012,447051,012,447SCHEDULE 13G/A, 2026-08-14
Capital World Investors35,242,889035,242,8890SCHEDULE 13G, 2026-08-12
Vanguard Portfolio Management53,93806,367,5880SCHEDULE 13G/A, 2026-10-30

The latest filing identifies Service Properties Trust by CUSIP 81761L201 and gives its principal executive office as 2 Newton Place, 255 Washington Street, Newton, MA 02458 (SCHEDULE 13G/A, 2026-10-30).

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

FiledHolderPercentFiling
2025-08-11Charles Schwab Investment Management Inc5.04%SCHEDULE 13G
2026-03-27The Vanguard Group0%SCHEDULE 13G/A
2026-04-07Helix Partners Management LP8.6%SCHEDULE 13G
2026-04-08FF Hybrid, LP9.4%SCHEDULE 13G
2026-04-09The RMR Group LLC6.75%SCHEDULE 13D
2026-04-09FF Hybrid, LP8.5%SCHEDULE 13G/A
2026-05-14Charles Schwab Investment Management Inc4.66%SCHEDULE 13G/A
2026-07-31Vanguard Portfolio Management5.1%SCHEDULE 13G
2026-08-12Charles Schwab Investment Management Inc8.91%SCHEDULE 13G
2026-08-12Capital World Investors5.4%SCHEDULE 13G
2026-08-14FF Hybrid, LP7.9%SCHEDULE 13G/A
2026-10-30Vanguard Portfolio Management4.91%SCHEDULE 13G/A

Questions about who owns Service Properties Trust

Who owns Service Properties Trust?

On this page, 5 holders' latest ownership filings report 5% or more of Service Properties Trust: Charles Schwab Investment Management Inc (8.91%, Schedule 13G, filed 2026-08-12), Helix Partners Management LP (8.6%, Schedule 13G, filed 2026-04-07), FF Hybrid, LP (7.9%, Schedule 13G/A, filed 2026-08-14), The RMR Group LLC (6.75%, Schedule 13D, filed 2026-04-09) and Capital World Investors (5.4%, Schedule 13G, filed 2026-08-12).

Who are the largest shareholders of Service Properties Trust?

By the share each holder's latest filing reports, the largest holders of Service Properties Trust on this page are Charles Schwab Investment Management Inc (8.91%), Helix Partners Management LP (8.6%) and FF Hybrid, LP (7.9%).

When did Charles Schwab Investment Management Inc buy into Service Properties Trust?

The filings give report dates, not purchase dates. The earliest filing from Charles Schwab Investment Management Inc on this page is the Schedule 13G, filed 2025-08-11, reporting 5.04%; its latest, Schedule 13G filed 2026-08-12, reports 8.91%.

Is this an audit or a full list?

Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 12 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.

Also on the record for Service Properties Trust

DateRecordFigureOur pageSource
September 17, 2026Leadership change: Jeanmarie Flaherty Cooney appointed—Leadership changesSource

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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/service-properties-trust
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
Who owns 5% or more of Service Properties Trust? 5 holders at 5% or more, largest Charles Schwab Investment Management Inc 8.91%. MentionFox, 2026-11-06. https://mentionfox.com/stakes/service-properties-trust