Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Rlj Lodging Tr (RLJ)

203 + Investors. Track Smart Money conviction in RLJ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — RLJ

Based on 205 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added RLJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
205 funds currently hold this stock — 92% of the 3.0-year high of 223 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
18 fewer hedge funds hold RLJ compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 53% buying

102 buying90 selling
Last quarter: 102 funds bought or added vs 90 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~32 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 27 → 28 → 32. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 19% medium ■ 14% new
137 out of 205 hedge funds have held RLJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~32 new funds/quarter

43 → 33 → 27 → 28 → 32 new funds/Q
New funds entering each quarter: 33 → 27 → 28 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 71% veterans vs 18% newcomers

■ 71% veterans ■ 11% 1-2yr ■ 18% new
Entry-cohort mix of 205 holders: 146 (71%) are 2+ year veterans, 23 entered 1–2 years ago, and 36 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
50 of 205 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RLJ

In 2026 Q1, 102 hedge funds were net buyers of RLJ (32 opened a new position, 70 added to an existing one), while 90 reduced or exited (71 trimmed, 19 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 35% of total institutional value in RLJ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 205.

Hedge Fund Ownership: RLJ

How many hedge funds hold RLJ — quarterly history vs. share price
Quarterly hedge fund ownership of RLJ vs. share price

Market Analysis: RLJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RLJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Rlj Lodging Tr (RLJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RLJ has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
RLJ
+53.2%
XLRE
+9.3%

RLJ outperformed XLRE by +43.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
RLJ
+27.0%
XLRE
+3.2%

Since the filing became public, RLJ outperformed XLRE by +23.8% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: RLJ
203 + Investors

Track Smart Money conviction in RLJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 203 192 5.73%
13F Shares 130M 131M -0.99%
Total Value $870M $989M -12.07%
New Positions 31 28 +3
Increased Positions 70 54 +16
Closed Positions 20 47 -27
Reduced Positions 70 91 -21
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: RLJ

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Financial Highlights

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Institutional Holders (2026 Q1)

203 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RLJ. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RLJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Alexander Randolph Advisory, Inc. 2.60% 406,907 $3.0M
2 Aegis Financial Corp 2.56% 1,999,425 $14.8M
3 Donald Smith & CO., INC. 2.00% 15,000,624 $111.3M
4 Palisade Capital Management, LP 0.61% 2,467,714 $18.3M
5 Optimize Financial Inc 0.22% 60,761 $451K
6 Denali Advisors LLC 0.16% 198,900 $1.5M
7 Penn Capital Management Company, LLC 0.12% 214,993 $1.6M
8 CastleKnight Management LP 0.12% 949,800 $7.0M
9 Abel Hall, LLC 0.10% 60,599 $450K
10 Advisory Advocates, LLC 0.09% 12,100 $90K
11 Fox Run Management, L.L.C. 0.08% 58,034 $436K
12 Glenmede Trust Co NA 0.04% 1,160,197 $8.6M
13 Inspire Investing, LLC 0.04% 68,998 $512K
14 Cim Investment Management Inc 0.04% 20,404 $151K
15 BNP Paribas Asset Management Holding S.A. 0.03% 3,382,005 $25.1M
16 Allianz Asset Management GmbH 0.03% 3,433,155 $25.5M
17 Hudson Bay Capital Management LP 0.03% 981,074 $7.3M
18 Martingale Asset Management L P 0.02% 123,637 $917K
19 Nebula Research & Development LLC 0.02% 29,732 $216K
20 XTX Topco Ltd 0.02% 135,876 $1.0M
21 State of Wyoming 0.02% 17,904 $133K
22 ExodusPoint Capital Management, LP 0.01% 238,211 $1.8M
23 Two Sigma Investments, LP 0.01% 2,244,793 $16.7M
24 New York State Common Retirement Fund 0.01% 1,025,127 $7.6M
25 Two Sigma Advisers, LP 0.01% 729,423 $5.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Rlj Lodging Tr (RLJ)

What does the Smart Money Trend signal show for RLJ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added RLJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RLJ?

Slight buying edge — 53% buying: Last quarter: 102 funds bought or added vs 90 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RLJ holders?

Strong quality — 35% AUM from major funds: 50 of 205 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held RLJ?

67% of holders stayed for 2+ years: 137 out of 205 hedge funds have held RLJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Rlj Lodging Tr (RLJ) following the 2026 Q1 hedge fund 13F filings?

As of today, RLJ has moved +27.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLRE sector ETF — an outperformance of +23.8%. Since the quarter end (March 31, 2026), RLJ has gained +53.2% vs +9.3% for XLRE. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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