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True Wealth Design’s RLJ Lodging Trust RLJ Stock Holding History

True Wealth Design’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
Q3 		$8.11K Hold
734
– – ﹤0.01% 1160
2026
Q2 		$8.7K Hold
734
– – ﹤0.01% 1113
2026
Q1 		$5.45K Hold
734
– – ﹤0.01% 1175
2025
Q4 		$5.47K Sell
734
-1,194
-62% -$8.68K ﹤0.01% 1054
2025
Q3 		$13.9K Buy
1,928
+341
+21% +$2.57K ﹤0.01% 726
2025
Q2 		$11.6K Buy
1,587
+1,576
+14,327% +$11.4K ﹤0.01% 525
2025
Q1 		$87 Buy
+11
New +$103 ﹤0.01% 2242

Other funds holding RLJ

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's RLJ Position: Q3 2026 in Review

True Wealth Design held its RLJ Lodging Trust (RLJ) position steady in Q3 2026 at 734 shares worth $8.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

True Wealth Design first reported a position in RLJ in Q1 2025 and has held it in 7 quarters since. The position peaked at $13.9K in Q3 2025. 17 funds tracked by Wall St. Rank hold RLJ as of Q3 2026.

  • True Wealth Design held 734 shares of RLJ Lodging Trust worth $8.11K as of Q3 2026.
  • True Wealth Design left its RLJ Lodging Trust share count unchanged in Q3 2026.
  • RLJ Lodging Trust made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1160 holding.
  • True Wealth Design first reported a position in RLJ Lodging Trust in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's RLJ Lodging Trust position peaked at $13.9K in Q3 2025.
  • 17 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.