Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in RLJ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.0M | $118.7M | -4.7% | 10.527% | 0.00% |
| 2 | DONALD SMITH & CO., INC. | 15.0M | $111.3M | +14.1% | 9.873% | 2.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 12.2M | $90.6M | β | 8.039% | 0.00% |
| 4 | STATE STREET CORP | 6.1M | $46.4M | -4.8% | 4.033% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 5.9M | $44.0M | β | 3.900% | 0.00% |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.8M | $28.1M | +1.9% | 2.489% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.7M | $27.5M | -3.5% | 2.443% | 0.00% |
| 8 | Allianz Asset Management GmbH | 3.4M | $25.5M | +24.6% | 2.260% | 0.03% |
| 9 | BNP Paribas Asset Management Holding S.A. | 3.4M | $25.1M | -15.7% | 2.226% | 0.03% |
| 10 | Fisher Asset Management, LLC | 3.3M | $24.4M | +5.1% | 2.162% | 0.01% |
| 11 | UBS Group AG | 2.8M | $20.6M | +40.3% | 1.828% | 0.00% |
| 12 | PALISADE CAPITAL MANAGEMENT LLC/NJ | 2.5M | $18.3M | -2.1% | 1.624% | 0.61% |
| 13 | AMERIPRISE FINANCIAL INC | 2.4M | $17.5M | +4.3% | 1.554% | 0.00% |
| 14 | TWO SIGMA INVESTMENTS, LP | 2.2M | $16.7M | +142.3% | 1.478% | 0.01% |
| 15 | GOLDMAN SACHS GROUP INC | 2.2M | $16.2M | -22.5% | 1.435% | 0.00% |
| 16 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2.1M | $15.5M | -5.8% | 1.375% | 0.01% |
| 17 | AEGIS FINANCIAL CORP | 2.0M | $14.8M | +57.2% | 1.316% | 2.56% |
| 18 | Invesco Ltd. | 1.6M | $12.0M | +0.2% | 1.062% | 0.00% |
| 19 | NORTHERN TRUST CORP | 1.6M | $11.9M | -1.0% | 1.052% | 0.00% |
| 20 | DIMENSIONAL FUND ADVISORS LP | 1.5M | $11.2M | -18.1% | 0.994% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.4M | $10.4M | +72.9% | 0.921% | 0.00% |
| 22 | CITADEL ADVISORS LLC | 1.0M | $7.6M | +26.2% | 0.678% | 0.00% |
| 23 | NEW YORK STATE COMMON RETIREMENT FUND | 1.0M | $7.6M | -1.3% | 0.675% | 0.01% |
| 24 | Hudson Bay Capital Management LP | 981K | $7.3M | +44.2% | 0.646% | 0.08% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 953K | $7.1M | β | 0.627% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in RLJ β a direct measure of their conviction.
Filings activity in RLJ during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new RLJ position in Q1 2026
Institutions that fully closed their RLJ position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 203 | +5.2% | 51.68% | +0.15 pp | $865M | +0.3% |
| Q4 2025 | 193 | 7.7% | 51.53% | 0.46 pp | $863M | 0.9% |
| Q3 2025 | 209 | +0.0% | 51.99% | +0.31 pp | $870M | +0.6% |
| Q2 2025 | 209 | 4.1% | 51.68% | 6.08 pp | $865M | 11% |
| Q1 2025 | 218 | +6.9% | 57.76% | 21.17 pp | $967M | 27% |
| Q4 2024 | 204 | +1.0% | 78.93% | +11.01 pp | $1.32B | +16% |
| Q3 2024 | 202 | +0.0% | 67.92% | 4.31 pp | $1.14B | 6.0% |
| Q2 2024 | 202 | β | 72.23% | β | $1.21B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RLJ stock.
Based on Q1 2026 13F filings, institutional ownership of RLJ Lodging Trust stands at 51.7%, held across 203 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of RLJ, with approximately 15,993,208 shares worth $0.12B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of RLJ, including Fisher Asset Management, LLC, TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for RLJ is 64 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
33 institutions opened new positions in RLJ during Q1 2026, while 23 fully exited. 70 added to existing positions and 98 trimmed.
RLJ institutional ownership rose by 0.15 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 62.6% of all reported 13F value in RLJ, and the top 25 account for 85.1%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.