RLJ Lodging Trust
195 hedge funds and large institutions have $978M invested in RLJ Lodging Trust in 2025 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 54 increasing their positions, 93 reducing their positions, and 42 closing their positions.
1% more capital invested
Capital invested by funds: $966M → $978M (+$11.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.9% less ownership
Funds ownership: 88.64% → 86.74% (-1.9%)
10% less funds holding
Funds holding: 216 → 195 (-21)
38% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 42
42% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 93
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $829K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
H2CM
H/2 Credit Manager
Stamford,
Connecticut
|
+$23.8M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$17.9M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$12.9M |
| 4 |
AF
Aegis Financial
Mc Lean,
Virginia
|
+$9.24M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$8.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$25.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$11.2M |
| 3 |
Goldman Sachs
New York
|
-$8.48M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$7.28M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$6.65M |
RLJ Hedge Fund Activity: Q4 2025 in Review
195 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in RLJ Lodging Trust (RLJ) for Q4 2025, worth a combined $978M — up 1.2% from $966M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of RLJ and 26 opened new positions — a net loss of 16 holders — while 93 trimmed existing stakes and 54 added.
The largest buyer was H/2 Credit Manager, adding an estimated $23.8M. The largest seller was JP Morgan Chase, cutting an estimated $25.4M.
- 195 institutional investors held RLJ Lodging Trust (RLJ) as of Q4 2025, down from 216 in Q3 2025.
- Funds reported $978M of RLJ Lodging Trust stock for Q4 2025, up 1.2% quarter-over-quarter.
- 26 funds opened new RLJ Lodging Trust positions in Q4 2025 and 42 closed out, a net change of -16 holders.
- The largest RLJ Lodging Trust buyer in Q4 2025 was H/2 Credit Manager, an estimated $23.8M added.
- The largest RLJ Lodging Trust seller in Q4 2025 was JP Morgan Chase, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2025.