TWD
RLJ icon

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
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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

True Wealth Design's RLJ Position: Q2 2026 in Review

True Wealth Design held its RLJ Lodging Trust (RLJ) position steady in Q2 2026 at 734 shares worth $8.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

True Wealth Design first reported a position in RLJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.9K in Q3 2025. 11 funds tracked by Wall St. Rank hold RLJ as of Q2 2026.

  • True Wealth Design held 734 shares of RLJ Lodging Trust worth $8.7K as of Q2 2026.
  • True Wealth Design left its RLJ Lodging Trust share count unchanged in Q2 2026.
  • RLJ Lodging Trust made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1113 holding.
  • True Wealth Design first reported a position in RLJ Lodging Trust in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's RLJ Lodging Trust position peaked at $13.9K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.