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Optimize Financial’s RLJ Lodging Trust RLJ Stock Holding History

Optimize Financial’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 		$451K Buy
60,761
+2,633
+5% +$20.5K 0.22% 147
2025
Q4 		$433K Buy
58,128
+836
+1% +$6.08K 0.22% 188
2025
Q3 		$413K Buy
+57,292
New +$432K 0.21% 202

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

Optimize Financial's RLJ Position: Q1 2026 in Review

Optimize Financial increased its RLJ Lodging Trust (RLJ) stake by 4.5% in Q1 2026, buying an estimated $20.5K and bringing the position to 60,761 shares worth $451K. The position accounts for 0.22% of the portfolio, ranked #147.

Optimize Financial first reported a position in RLJ in Q3 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold RLJ as of Q1 2026.

  • Optimize Financial held 60,761 shares of RLJ Lodging Trust worth $451K as of Q1 2026.
  • Optimize Financial bought 2,633 RLJ Lodging Trust shares in Q1 2026, an estimated $20.5K.
  • RLJ Lodging Trust made up 0.22% of Optimize Financial's portfolio in Q1 2026, its #147 holding.
  • Optimize Financial first reported a position in RLJ Lodging Trust in Q3 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.