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Beverly Hills Private Wealth’s RLJ Lodging Trust RLJ Stock Holding History

Beverly Hills Private Wealth’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,419
Closed -$77.6K – 364
2025
Q4 		$77.6K Hold
10,419
– – 0.01% 328
2025
Q3 		$75K Hold
10,419
– – 0.01% 337
2025
Q2 		$75.8K Sell
10,419
-167
-2% -$1.2K 0.01% 337
2025
Q1 		$83.5K Buy
10,586
+71
+0.7% +$666 0.02% 336
2024
Q4 		$107K Buy
10,515
+76
+0.7% +$738 0.02% 331
2024
Q3 		$95.8K Buy
10,439
+104
+1% +$974 0.02% 334
2024
Q2 		$99.5K Buy
10,335
+91
+0.9% +$957 0.02% 345
2024
Q1 		$121K Buy
10,244
+89
+0.9% +$1.05K 0.03% 350
2023
Q4 		$119K Buy
10,155
+100
+1% +$1.04K 0.03% 329
2023
Q3 		$98.4K Buy
+10,055
New +$100K 0.03% 287

Other funds holding RLJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Beverly Hills Private Wealth's RLJ Position: Q1 2026 in Review

Beverly Hills Private Wealth sold out of RLJ Lodging Trust (RLJ) in Q1 2026, closing a stake of 10,419 shares — an estimated $77.6K sold.

Beverly Hills Private Wealth first reported a position in RLJ in Q3 2023 and held it in 10 quarters. The position peaked at $121K in Q1 2024. 206 funds tracked by Wall St. Rank hold RLJ as of Q1 2026.

  • Beverly Hills Private Wealth reported no remaining RLJ Lodging Trust position as of Q1 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,419 RLJ Lodging Trust shares in Q1 2026, an estimated $77.6K.
  • Beverly Hills Private Wealth first reported a position in RLJ Lodging Trust in Q3 2023 and held it in 10 quarters.
  • Beverly Hills Private Wealth's RLJ Lodging Trust position peaked at $121K in Q1 2024.
  • 206 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.