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Rise Advisors’s RLJ Lodging Trust RLJ Stock Holding History

Rise 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
2025
Q4 		– Sell
-1,124
Closed -$8.09K – 1150
2025
Q3 		$8.09K Buy
1,124
+21
+2% +$158 ﹤0.01% 1079
2025
Q2 		$8.03K Buy
1,103
+24
+2% +$173 ﹤0.01% 1088
2025
Q1 		$8.51K Buy
1,079
+16
+2% +$150 ﹤0.01% 1084
2024
Q4 		$10.8K Buy
1,063
+18
+2% +$175 0.01% 964
2024
Q3 		$9.6K Buy
1,045
+10
+1% +$94 ﹤0.01% 1017
2024
Q2 		$9.96K Buy
1,035
+9
+0.9% +$95 0.01% 1017
2024
Q1 		$12.1K Buy
+1,026
New +$12.1K 0.01% 995

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rise Advisors's RLJ Position: Q4 2025 in Review

Rise Advisors sold out of RLJ Lodging Trust (RLJ) in Q4 2025, closing a stake of 1,124 shares — an estimated $8.09K sold.

Rise Advisors first reported a position in RLJ in Q1 2024 and held it in 7 quarters. The position peaked at $12.1K in Q1 2024. 195 funds tracked by Wall St. Rank hold RLJ as of Q4 2025.

  • Rise Advisors reported no remaining RLJ Lodging Trust position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 1,124 RLJ Lodging Trust shares in Q4 2025, an estimated $8.09K.
  • Rise Advisors first reported a position in RLJ Lodging Trust in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's RLJ Lodging Trust position peaked at $12.1K in Q1 2024.
  • 195 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.