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RLJ Lodging Trust
RLJ

206 hedge funds and large institutions have $1.06B invested in RLJ Lodging Trust in 2026 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 74 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

9% more capital invested

Capital invested by funds: $978M → $1.06B (+$84.3M)

6% more funds holding

Funds holding: 195 → 206 (+11)

0.46% less ownership

Funds ownership: 86.74% → 86.28% (-0.46%)

5% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 74

Holders
206
Holders Change
+11
Holders Change %
+5.64%
% of All Funds
2.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
32
Increased
70
Reduced
74
Closed
19
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
+$831K

Top Buyers

1
DSC
Donald Smith & Co
New York
+$14.5M
2
Two Sigma Investments
Two Sigma Investments
New York
+$10.3M
3
UBS AM
UBS AM
Illinois
+$6.37M
4
UBS Group
UBS Group
Switzerland
+$6.2M
5
AF
Aegis Financial
Virginia
+$5.66M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
-$13.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.64M
3
BlackRock
BlackRock
New York
-$6.14M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$4.92M
5
Goldman Sachs
Goldman Sachs
New York
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
76
Millennium Management
New York
$914K -$507K -65,186 -35%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$893K – – –
VIA
78
Vanguard Investments Australia
Australia
$867K +$909K +116,807 New
Franklin Resources
79
Franklin Resources
California
$809K -$2.3K -296 -0.3%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$759K -$207K -26,629 -21%
VAM
81
Vanguard Asset Management
$714K +$749K +96,214 New
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$713K +$445K +57,212 +147%
Squarepoint
83
Squarepoint
New York
$708K +$625K +80,307 +533%
KK
84
KLP Kapitalforvaltning
Norway
$642K – – –
Amundi
85
Amundi
France
$629K +$65.9K +8,468 +11%
Teacher Retirement System of Texas
86
Teacher Retirement System of Texas
Texas
$605K -$139K -17,920 -18%
SG Americas Securities
87
SG Americas Securities
New York
$549K -$1.3M -166,603 -69%
Janus Henderson Group
88
Janus Henderson Group
United Kingdom
$529K – – –
MIM
89
MetLife Investment Management
New Jersey
$513K -$34.8K -4,466 -6%
PDN
90
Pensionfund DSM Netherlands
Netherlands
$513K – – –
II
91
Inspire Investing
Idaho
$512K +$53.2K +6,836 +11%
IC
92
IEQ Capital
California
$502K +$148K +19,001 +39%
RAM
93
Resona Asset Management
Japan
$502K +$38.1K +4,891 +8%
SOADOR
94
State of Alaska Department of Revenue
Alaska
$501K -$55.3K -7,105 -9%
Wells Fargo
95
Wells Fargo
California
$481K -$834K -107,160 -62%
NAMI
96
Nomura Asset Management International
Pennsylvania
$461K – – –
OF
97
Optimize Financial
California
$451K +$20.5K +2,633 +5%
AHL
98
Abel Hall LLC
Louisiana
$450K +$472K +60,599 New
VGA
99
Vanguard Global Advisers
Pennsylvania
$444K +$465K +59,790 New
FRM
100
Fox Run Management
Connecticut
$436K +$288K +36,945 +175%
2 3
4
5 6

RLJ Hedge Fund Activity: Q1 2026 in Review

206 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q1 2026, worth a combined $1.06B — up 8.6% from $978M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new RLJ positions and 19 closed out — a net gain of 13 holders — while 70 added to existing stakes and 74 trimmed.

The largest buyer was Donald Smith & Co, adding an estimated $14.5M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $13.3M sold.

  • 206 institutional investors held RLJ Lodging Trust (RLJ) as of Q1 2026, up from 195 in Q4 2025.
  • Funds reported $1.06B of RLJ Lodging Trust stock for Q1 2026, up 8.6% quarter-over-quarter.
  • 32 funds opened new RLJ Lodging Trust positions in Q1 2026 and 19 closed out, a net change of +13 holders.
  • The largest RLJ Lodging Trust buyer in Q1 2026 was Donald Smith & Co, an estimated $14.5M added.
  • The largest RLJ Lodging Trust seller in Q1 2026 was Centersquare Investment Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2026.