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EverSource Wealth Advisors’s RLJ Lodging Trust RLJ Stock Holding History

EverSource Wealth Advisors’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
Q2 		$17.5K Sell
1,473
-2,019
-58% -$18.9K ﹤0.01% 2540
2026
Q1 		$25.9K Buy
3,492
+299
+9% +$2.33K ﹤0.01% 2338
2025
Q4 		$23.8K Buy
3,193
+500
+19% +$3.63K ﹤0.01% 2270
2025
Q3 		$19.4K Sell
2,693
-777
-22% -$5.86K ﹤0.01% 2381
2025
Q2 		$25.3K Buy
3,470
+3,347
+2,721% +$24.1K ﹤0.01% 2116
2025
Q1 		$970 Buy
123
+97
+373% +$910 ﹤0.01% 3238
2024
Q4 		$265 Buy
+26
New +$252 ﹤0.01% 3366
2024
Q2 		– Sell
-51
Closed -$561 – 3129
2024
Q1 		$561 Hold
51
– – ﹤0.01% 2688
2023
Q4 		$598 Hold
51
– – ﹤0.01% 2494
2023
Q3 		$499 Buy
+51
New +$509 ﹤0.01% 2367

Other funds holding RLJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EverSource Wealth Advisors's RLJ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its RLJ Lodging Trust (RLJ) stake by 58% in Q2 2026, selling an estimated $18.9K and leaving 1,473 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2540.

EverSource Wealth Advisors first reported a position in RLJ in Q3 2023 and has held it in 10 quarters since. The position peaked at $25.9K in Q1 2026. 202 funds tracked by Wall St. Rank hold RLJ as of Q2 2026.

  • EverSource Wealth Advisors held 1,473 shares of RLJ Lodging Trust worth $17.5K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,019 RLJ Lodging Trust shares in Q2 2026, an estimated $18.9K.
  • RLJ Lodging Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2540 holding.
  • EverSource Wealth Advisors first reported a position in RLJ Lodging Trust in Q3 2023 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's RLJ Lodging Trust position peaked at $25.9K in Q1 2026.
  • 202 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.