Principal Financial Group
RLJ icon

Principal Financial Group’s RLJ Lodging Trust RLJ Stock Holding History

Principal Financial Group’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 		$3.17M Buy
267,694
+18,708
+8% +$175K ﹤0.01% 1770
2026
Q1 		$1.85M Sell
248,986
-65,609
-21% -$511K ﹤0.01% 1841
2025
Q4 		$2.34M Buy
314,595
+112,992
+56% +$821K ﹤0.01% 1812
2025
Q3 		$1.45M Buy
201,603
+191,377
+1,871% +$1.44M ﹤0.01% 1867
2025
Q2 		$74.4K Buy
+10,226
New +$73.7K ﹤0.01% 2181
2024
Q4 		– Sell
-10,603
Closed -$97.3K – 2244
2024
Q3 		$97.3K Sell
10,603
-4,342
-29% -$40.7K ﹤0.01% 2150
2024
Q2 		$144K Sell
14,945
-2,578
-15% -$27.1K ﹤0.01% 2186
2024
Q1 		$207K Sell
17,523
-2,010
-10% -$23.6K ﹤0.01% 2173
2023
Q4 		$229K Sell
19,533
-3,523
-15% -$36.6K ﹤0.01% 2125
2023
Q3 		$226K Buy
23,056
+6,155
+36% +$61.4K ﹤0.01% 2130
2023
Q2 		$174K Sell
16,901
-1,378
-8% -$14.3K ﹤0.01% 2204
2023
Q1 		$194K Buy
18,279
+7,834
+75% +$88K ﹤0.01% 2185
2022
Q4 		$111K Sell
10,445
-6,086
-37% -$68.9K ﹤0.01% 2276
2022
Q3 		$167K Buy
+16,531
New +$198K ﹤0.01% 2240
2022
Q2 		– Sell
-13,131
Closed -$185K – 2628
2022
Q1 		$185K Sell
13,131
-1,283
-9% -$18K ﹤0.01% 2351
2021
Q4 		$201K Buy
14,414
+447
+3% +$6.29K ﹤0.01% 2365
2021
Q3 		$208K Sell
13,967
-4,929
-26% -$70.8K ﹤0.01% 2423
2021
Q2 		$288K Buy
18,896
+2,139
+13% +$33.4K ﹤0.01% 2373
2021
Q1 		$259K Buy
16,757
+6,305
+60% +$94.3K ﹤0.01% 2316
2020
Q4 		$148K Sell
10,452
-1,860
-15% -$20.9K ﹤0.01% 2334
2020
Q3 		$107K Sell
12,312
-6,412
-34% -$57.5K ﹤0.01% 2259
2020
Q2 		$177K Sell
18,724
-2,362
-11% -$22.1K ﹤0.01% 2202
2020
Q1 		$163K Buy
21,086
+10,921
+107% +$147K ﹤0.01% 2084
2019
Q4 		$180K Sell
10,165
-2,464
-20% -$41.9K ﹤0.01% 2157
2019
Q3 		$215K Buy
+12,629
New +$215K ﹤0.01% 2131
2019
Q2 		– Sell
-17,682
Closed -$311K – 2265
2019
Q1 		$311K Sell
17,682
-4,158
-19% -$75.8K ﹤0.01% 2030
2018
Q4 		$358K Sell
21,840
-1,001
-4% -$19.4K ﹤0.01% 1984
2018
Q3 		$503K Sell
22,841
-2,109
-8% -$46.9K ﹤0.01% 1959
2018
Q2 		$550K Buy
24,950
+99
+0.4% +$2.14K ﹤0.01% 1950
2018
Q1 		$483K Sell
24,851
-545
-2% -$11.6K ﹤0.01% 1944
2017
Q4 		$558K Buy
25,396
+1,786
+8% +$38.8K ﹤0.01% 1939
2017
Q3 		$519K Buy
23,610
+501
+2% +$10.3K ﹤0.01% 1923
2017
Q2 		$459K Buy
23,109
+1,465
+7% +$31.4K ﹤0.01% 1966
2017
Q1 		$509K Buy
21,644
+4,935
+30% +$115K ﹤0.01% 1916
2016
Q4 		$409K Buy
16,709
+127
+0.8% +$2.8K ﹤0.01% 1956
2016
Q3 		$349K Buy
16,582
+284
+2% +$6.45K ﹤0.01% 1921
2016
Q2 		$350K Sell
16,298
-2,051
-11% -$43.6K ﹤0.01% 1905
2016
Q1 		$420K Sell
18,349
-8,975
-33% -$181K ﹤0.01% 1871
2015
Q4 		$591K Buy
27,324
+6,266
+30% +$153K ﹤0.01% 1836
2015
Q3 		$532K Sell
21,058
-3,094
-13% -$89.2K ﹤0.01% 1847
2015
Q2 		$719K Sell
24,152
-3,382
-12% -$103K ﹤0.01% 1819
2015
Q1 		$862K Sell
27,534
-888,538
-97% -$29.4M ﹤0.01% 1788
2014
Q4 		$30.7M Buy
916,072
+113,701
+14% +$3.62M 0.05% 383
2014
Q3 		$22.8M Buy
802,371
+26,438
+3% +$772K 0.04% 447
2014
Q2 		$22.4M Sell
775,933
-239,581
-24% -$6.51M 0.04% 463
2014
Q1 		$27.2M Buy
1,015,514
+23,969
+2% +$612K 0.05% 396
2013
Q4 		$24.1M Buy
991,545
+87,635
+10% +$2.11M 0.05% 429
2013
Q3 		$21.2M Buy
903,910
+861,391
+2,026% +$20.4M 0.04% 430
2013
Q2 		$956K Buy
+42,519
New +$975K ﹤0.01% 1737

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

Principal Financial Group's RLJ Position: Q2 2026 in Review

Principal Financial Group increased its RLJ Lodging Trust (RLJ) stake by 7.5% in Q2 2026, buying an estimated $175K and bringing the position to 267,694 shares worth $3.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Principal Financial Group first reported a position in RLJ in Q2 2013 and has held it in 49 quarters since. The position peaked at $30.7M in Q4 2014. 202 funds tracked by Wall St. Rank hold RLJ as of Q2 2026.

  • Principal Financial Group held 267,694 shares of RLJ Lodging Trust worth $3.17M as of Q2 2026.
  • Principal Financial Group bought 18,708 RLJ Lodging Trust shares in Q2 2026, an estimated $175K.
  • RLJ Lodging Trust made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1770 holding.
  • Principal Financial Group first reported a position in RLJ Lodging Trust in Q2 2013 and has held it in 49 quarters since.
  • Principal Financial Group's RLJ Lodging Trust position peaked at $30.7M in Q4 2014.
  • 202 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.