RLJ Lodging Trust
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$14.5M |
| 2 |
Two Sigma Investments
New York
|
+$10.3M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$6.37M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$6.2M |
| 5 |
AF
Aegis Financial
Mc Lean,
Virginia
|
+$5.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$13.3M |
| 2 |
JP Morgan Chase
New York
|
-$8.64M |
| 3 |
BlackRock
New York
|
-$6.14M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$4.92M |
| 5 |
Goldman Sachs
New York
|
-$4.92M |
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.