Rlj Lodging Tr SEC Filings

RLJ Lodging Trust: Donald Smith & Co., Inc. filed a Schedule 13G reporting passive beneficial ownership. The filing lists 10,677,555 shares of RLJ common stock, representing 7.16% of the class, tied to an event date of 09/30/2025.

Donald Smith & Co., Inc. reports 10,131,905 shares with sole voting power and 10,593,645 shares with sole dispositive power. DSCO Value Fund, L.P. is also a reporting person with 83,910 shares under sole voting and dispositive power. The certification states the securities were acquired and are held in the ordinary course and not for the purpose of changing or influencing control.

RLJ Lodging Trust: RM Trading of Florida LLC filed Amendment No. 1 to Schedule 13G reporting a significant passive stake. RM Trading beneficially owns 13,900,000 common shares, representing 9.2% of the class, based on 151,048,741 shares outstanding as of September 30, 2025. The event date is September 30, 2025.

Managers Mark S. Paley and Roger J. Beit may be deemed to share voting and dispositive power over RM Trading’s shares. Beit also directly owns 800,000 shares, bringing his aggregate beneficial ownership to 14,700,000 shares (9.7%). The certification states the securities were not acquired to change or influence control, consistent with a passive 13G filing.

State Street Corporation filed a Schedule 13G reporting beneficial ownership of 7,070,816 shares of RLJ Lodging Trust common stock, representing 4.7% of the class as of September 30, 2025.

The filing shows 0 shares with sole voting and dispositive power, 5,364,310 shares with shared voting power, and 7,070,816 shares with shared dispositive power. State Street certified the holdings were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Listed advisory subsidiaries include SSGA Funds Management, Inc. and several State Street Global Advisors entities.

RLJ Lodging Trust reported softer Q3 results. Total revenue was $330.0 million versus $345.7 million a year ago, and net (loss) income attributable to common shareholders was $10.0 million, or $(0.07) per share, compared with $14.3 million, or $0.09 per share, last year. Nine‑month revenue was $1,021.3 million versus $1,039.5 million, with net income to common of $9.2 million, or $0.06 per share, versus $43.8 million, or $0.28 per share.

Cash from operations for the nine months was $180.9 million; cash and cash equivalents were $374.8 million at September 30, 2025. Debt, net, was $2,222.1 million, essentially flat year‑to‑date, with the Revolver at $0 outstanding and $600.0 million of availability.

In April 2025, the company upsized and extended a term loan to $300.0 million and used the $100.0 million increase to repay the Revolver. RLJ sold the 181‑room Courtyard Atlanta Buckhead for $24.3 million and repurchased about 3.3 million common shares for approximately $28.6 million. The board authorized a $250.0 million 2025 share repurchase program; as of November 6, 2025, $245.7 million remained. RLJ owned 95 hotels with roughly 21,200 rooms as of quarter‑end.

RLJ Lodging Trust reported an updated ownership filing from The Vanguard Group on Amendment No. 14 to Schedule 13G/A. Vanguard beneficially owned 21,719,009 shares of RLJ common stock, representing 14.36% of the class as of the event date. Vanguard reported no sole voting power, shared voting power over 1,039,470 shares, sole dispositive power over 20,528,063 shares, and shared dispositive power over 1,190,946 shares. The filing is made on a passive basis by an investment adviser, with holdings acquired and held in the ordinary course of business. Vanguard noted its clients have rights to dividends or sale proceeds related to these securities, and no single client’s interest exceeds 5%.

RLJ Lodging Trust (RLJ) reported an initial beneficial ownership for an officer, disclosing 149,675 common shares held directly. Of those shares, 54,147 are restricted and vest ratably over three years on each anniversary of the grant date under the RLJ Lodging Trust 2021 Equity Incentive Plan. The reporting person is identified as Senior Vice President, Chief Financial Officer and Treasurer and the filing is an initial Form 3 for that officer. The filing includes a Power of Attorney exhibit authorizing signature by an attorney-in-fact.

RLJ Lodging Trust filed a Form 8-K reporting a material event that includes an Employment Agreement dated September 15, 2025 between RLJ Lodging Trust, RLJ Lodging Trust, L.P. and Nikhil Bhalla. The filing also lists a press release dated September 18, 2025 as an exhibit and provides the interactive cover page file. The document identifies Leslie D. Hale as President and Chief Executive Officer. No financial tables, earnings data, or transaction amounts are disclosed in the provided text.

RM Trading of Florida LLC (reported by manager Mark Paley) filed a Schedule 13G disclosing beneficial ownership of 10,555,000 common shares of RLJ Lodging Trust, representing 6.97% of the outstanding shares based on 151,243,564 shares outstanding as of June 30, 2025. The filing indicates shared voting and dispositive power over the 10,555,000 shares and no sole voting or dispositive power. The certification states the shares were not acquired to influence control of the issuer, consistent with a passive 13G filing. Signatures from two managers appear, and the filing date is August 26, 2025.