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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
Q2 		$718K Sell
60,551
-210
-0.3% -$1.96K 0.26% 55
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 $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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Optimize Financial's RLJ Position: Q2 2026 in Review

Optimize Financial reduced its RLJ Lodging Trust (RLJ) stake by 0.35% in Q2 2026, selling an estimated $1.96K and leaving 60,551 shares worth $718K. The position accounts for 0.26% of the portfolio, ranked #55.

Optimize Financial first reported a position in RLJ in Q3 2025 and has held it in 4 quarters since. 224 funds tracked by Wall St. Rank hold RLJ as of Q2 2026.

  • Optimize Financial held 60,551 shares of RLJ Lodging Trust worth $718K as of Q2 2026.
  • Optimize Financial sold 210 RLJ Lodging Trust shares in Q2 2026, an estimated $1.96K.
  • RLJ Lodging Trust made up 0.26% of Optimize Financial's portfolio in Q2 2026, its #55 holding.
  • Optimize Financial first reported a position in RLJ Lodging Trust in Q3 2025 and has held it in 4 quarters since.
  • 224 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.