Who owns RLJ Lodging Trust (RLJ)
Which tracked institutional funds hold RLJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See RLJ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-26). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
40 tracked funds added or opened RLJ while 44 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
RLJ’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes RLJ more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in RLJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 241 tracked filers holding RLJ, 114 increased or opened the position and 115 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in RLJ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- VANGUARD PORTFOLIO MANAGEMENT LLC$91M
- VANGUARD CAPITAL MANAGEMENT LLC$44M
- VANGUARD FIDUCIARY TRUST CO$7M
- Point72 Asset Management, L.P.$2M
- ExodusPoint Capital Management, LP$2M
- Penn Capital Management Company, LLC$2M
Full exits 8
- VANGUARD GROUP INC$141M
- CENTERSQUARE INVESTMENT MANAGEMENT LLC$13M
- TWO SIGMA ADVISERS, LP$5M
- Apollo Management Holdings, L.P.$2M
- PICTON MAHONEY ASSET MANAGEMENT$831K
- Meadowbrook Wealth Management, LLC$564K
Largest adds
- DONALD SMITH & CO., INC.$13M
- TWO SIGMA INVESTMENTS, LP$10M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$6M
- UBS Group AG$6M
- AEGIS FINANCIAL CORP$5M
- Allianz Asset Management GmbH$5M
Largest trims
- M&T Bank Corp$12M
- BlackRock, Inc.$9M
- JPMORGAN CHASE & CO$8M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7M
- BNP PARIBAS ASSET MANAGEMENT Holding S.A.$5M
- GOLDMAN SACHS GROUP INC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DONALD SMITH & CO., INC. added | 15,000,624 | $111M | 9.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 12,213,462 | $91M | 7.9% | 2026-Q1 |
| H/2 CREDIT MANAGER LP added | 9,583,184 | $71M | 6.2% | 2026-Q1 |
| STATE STREET CORP trimmed | 6,127,052 | $46M | 4.1% | 2026-Q1 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC added | 1,916,768 | $46M | 4.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 5,924,882 | $44M | 3.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,781,139 | $28M | 2.5% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,712,042 | $28M | 2.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 3,433,155 | $25M | 2.2% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 3,382,005 | $25M | 2.2% | 2026-Q1 |
| Fisher Asset Management, LLC added | 3,285,234 | $24M | 2.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 890,393 | $21M | 1.9% | 2026-Q1 |
| UBS Group AG added | 2,776,749 | $21M | 1.8% | 2026-Q1 |
| PALISADE CAPITAL MANAGEMENT, LP trimmed | 2,467,714 | $18M | 1.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,361,743 | $18M | 1.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 2,244,793 | $17M | 1.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 2,180,058 | $16M | 1.4% | 2026-Q1 |
| LSV ASSET MANAGEMENT trimmed | 2,164,349 | $16M | 1.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 2,089,300 | $16M | 1.4% | 2026-Q1 |
| AEGIS FINANCIAL CORP added | 1,999,425 | $15M | 1.3% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,598,370 | $12M | 1.0% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,509,818 | $11M | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 1,470,019 | $11M | 1.0% | 2026-Q1 |
| WESTWOOD HOLDINGS GROUP INC | 375,000 | $9M | 0.8% | 2026-Q1 |
| GLENMEDE TRUST CO NA trimmed | 1,160,197 | $9M | 0.8% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 347,106 | $8M | 0.7% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,030,829 | $8M | 0.7% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 1,025,127 | $8M | 0.7% | 2026-Q1 |
| Hudson Bay Capital Management LP added | 981,074 | $7M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 952,745 | $7M | 0.6% | 2026-Q1 |
| CastleKnight Management LP trimmed | 949,800 | $7M | 0.6% | 2026-Q1 |
| LDR Capital Management LLC trimmed | 287,768 | $7M | 0.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 831,334 | $6M | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 820,204 | $6M | 0.5% | 2026-Q1 |
| COHEN & STEERS, INC. trimmed | 248,289 | $6M | 0.5% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 782,324 | $6M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 599,340 | $5M | 0.4% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 587,974 | $4M | 0.4% | 2026-Q1 |
| Legal & General Group Plc trimmed | 577,080 | $4M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 560,153 | $4M | 0.4% | 2026-Q1 |
| Man Group plc trimmed | 522,671 | $4M | 0.3% | 2026-Q1 |
| Adams Asset Advisors, LLC added | 134,902 | $3M | 0.3% | 2026-Q1 |
| Alexander Randolph Advisory, Inc. trimmed | 406,907 | $3M | 0.3% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 401,163 | $3M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 319,926 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 313,702 | $2M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 299,232 | $2M | 0.2% | 2026-Q1 |
| Swiss National Bank | 268,158 | $2M | 0.2% | 2026-Q1 |
| NORGES BANK added | 247,940 | $2M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 259,546 | $2M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 259,224 | $2M | 0.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 257,407 | $2M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 251,168 | $2M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 248,986 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 245,566 | $2M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 238,211 | $2M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD | 230,000 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 69,968 | $2M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 217,896 | $2M | 0.1% | 2026-Q1 |
| Edgemoor Investment Advisors, Inc. trimmed | 66,203 | $2M | 0.1% | 2026-Q1 |
| Penn Capital Management Company, LLC new | 214,993 | $2M | 0.1% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 204,225 | $2M | 0.1% | 2026-Q1 |
| DENALI ADVISORS LLC | 198,900 | $1M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 195,384 | $1M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 174,592 | $1M | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 169,376 | $1M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 167,160 | $1M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 51,331 | $1M | 0.1% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 161,927 | $1M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 160,993 | $1M | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 156,427 | $1M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 151,743 | $1M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 147,943 | $1M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 147,390 | $1M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 135,876 | $1M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 135,871 | $1M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 135,018 | $1M | 0.1% | 2026-Q1 |
| MACQUARIE GROUP LTD trimmed | 133,283 | $989K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 40,911 | $986K | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 131,416 | $976K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 128,442 | $953K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 18,967,453 | $141M | 12.4% | 2025-Q4 stale |
| Woodline Partners LP added | 2,782,181 | $22M | 1.9% | 2025-Q1 stale |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 1,779,010 | $13M | 1.2% | 2025-Q4 stale |
| Glenmede Investment Management, LP trimmed | 1,426,895 | $10M | 0.9% | 2025-Q3 stale |
| Clearbridge Investments, LLC trimmed | 1,084,507 | $9M | 0.7% | 2025-Q1 stale |
| TWO SIGMA ADVISERS, LP added | 729,423 | $5M | 0.5% | 2025-Q4 stale |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 610,031 | $4M | 0.4% | 2025-Q3 stale |
| NATIXIS trimmed | 555,100 | $4M | 0.4% | 2025-Q1 stale |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 574,364 | $4M | 0.4% | 2025-Q3 stale |
| Masterton Capital Management, LP trimmed | 106,300 | $3M | 0.3% | 2025-Q2 stale |
| Lighthouse Investment Partners, LLC trimmed | 300,000 | $2M | 0.2% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC added | 326,970 | $2M | 0.2% | 2025-Q3 stale |
| Apollo Management Holdings, L.P. new | 257,350 | $2M | 0.2% | 2025-Q4 stale |
| ALGERT GLOBAL LLC added | 220,236 | $2M | 0.1% | 2025-Q3 stale |
| Qube Research & Technologies Ltd trimmed | 204,116 | $1M | 0.1% | 2025-Q3 stale |
| D. E. Shaw & Co., Inc. added | 169,887 | $1M | 0.1% | 2025-Q3 stale |
| Carrera Capital Advisors new | 132,641 | $1M | 0.1% | 2025-Q1 stale |
| Invenomic Capital Management LP trimmed | 134,070 | $1M | 0.1% | 2025-Q1 stale |
| Advisors Capital Management, LLC trimmed | 38,378 | $936K | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.