Welcome to our dedicated page for Rlj Lodging Tr SEC filings (Ticker: RLJ), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to RLJ Lodging Trust’s SEC filings, offering detailed insight into the operations and governance of this self-advised, publicly traded hotel REIT. RLJ Lodging Trust, listed on the New York Stock Exchange under the ticker RLJ, owns a portfolio of premium-branded, rooms-oriented, high-margin, focused-service and compact full-service hotels that are urban-centric and located in the heart of demand locations.
Through its periodic reports and current reports on Form 8-K, the company discloses information about quarterly and annual financial results, portfolio performance, and significant corporate events. Recent Form 8-K filings have covered the release of quarterly earnings for periods ended June 30 and September 30, as well as the appointment of a Chief Financial Officer and Treasurer under an employment agreement that includes compensation terms and customary non-competition and non-solicitation covenants.
Investors reviewing RLJ Lodging Trust’s SEC filings can examine how the company presents key non-GAAP measures such as FFO, Adjusted FFO, EBITDA, EBITDAre, Adjusted EBITDA, Hotel EBITDA, and Hotel EBITDA Margin. The filings explain how these metrics are calculated, why they are used alongside GAAP net income or loss, and how comparable statistics are derived for the hotel portfolio. Filings also provide detail on capital structure, including term loans, mortgage loans, and revolving credit facility availability, as well as share repurchase activity and dividend declarations.
On Stock Titan, RLJ Lodging Trust’s filings are updated as they are made available through EDGAR, and AI-powered summaries help clarify the contents of lengthy documents. Users can quickly understand the main points of quarterly and annual reports, as well as material events disclosed on Form 8-K, while retaining the ability to review the full regulatory text for a deeper analysis of this lodging-focused REIT.
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 furnished an update on its business by issuing a press release with its financial results for the quarter ended September 30, 2025. The company filed a Form 8-K on November 5, 2025 to make this information available and attached the press release as Exhibit 99.1.
The disclosure states that the press release and related information are being "furnished" rather than "filed," meaning they are not subject to certain Exchange Act liabilities and are not automatically incorporated into other SEC filings unless specifically referenced.
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.
Schedule 13G/A filed for RLJ Lodging Trust discloses ownership of the issuer's $1.95 Series A cumulative convertible preferred shares by Infrastructure Capital Advisors and affiliated funds. Virtus InfraCap U.S. Preferred Stock ETF reports beneficial ownership of 1,534,120 shares (12.31% of the class) with shared voting and dispositive power. InfraCap Equity Income Fund ETF holds 51,074 shares (0.40%) with shared voting and dispositive power. Infrastructure Capital Advisors and Jay Hatfield report 0 shares beneficially owned. The filing states the shares are held in client accounts and disclaims admission of beneficial ownership beyond pecuniary interest.