RLJ Lodging Trust Ownership | Who Owns RLJ Lodging Trust?
RLJ Lodging Trust Ownership Summary
RLJ Lodging Trust is owned by 89.87% institutional investors, 2.79% insiders, and 7.34% retail investors. Vanguard group is the largest institutional shareholder, holding 16.56% of RLJ shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.90% of its assets in RLJ Lodging Trust shares.
RLJ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | RLJ Lodging Trust | 89.87% | 2.79% | 7.34% |
| Sector | Real Estate Stocks | 66.63% | 8.14% | 25.23% |
| Industry | Hotel & Motel REIT Stocks | 81.81% | 4.18% | 14.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 25.33M | 16.56% | $243.93M |
| Blackrock | 21.87M | 14.30% | $210.61M |
| Goldman sachs group | 7.49M | 4.90% | $72.12M |
| State street | 7.06M | 4.61% | $68.64M |
| H/2 credit manager lp | 6.30M | 4.12% | $60.71M |
| Jpmorgan chase | 4.93M | 3.22% | $47.44M |
| Geode capital management | 3.89M | 2.54% | $37.43M |
| Grs advisors | 3.55M | 2.32% | $34.16M |
| Charles schwab investment management | 3.42M | 2.24% | $32.95M |
| Allianz asset management gmbh | 3.34M | 2.18% | $32.15M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| H/2 credit manager lp | 6.30M | 16.35% | $60.71M |
| Alexander randolph advisory | 454.86K | 4.10% | $4.38M |
| Grs advisors | 3.55M | 3.94% | $34.16M |
| Donald smith | 3.31M | 0.81% | $31.89M |
| Palisade capital management, lp | 2.61M | 0.68% | $25.16M |
| Pensionfund dsm netherlands | 69.20K | 0.44% | $707.00K |
| Lighthouse investment partners | 860.00K | 0.33% | $8.28M |
| Vert asset management | 60.73K | 0.21% | $620.01K |
| Gsa capital partners llp | 277.80K | 0.19% | $2.67M |
| Quest partners | 128.27K | 0.17% | $1.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 1.93M | 0.03% | 1.93M |
| Donald smith | 3.31M | 0.81% | 1.88M |
| Grs advisors | 3.55M | 3.94% | 1.41M |
| Norges bank | 943.59K | 0.00% | 943.59K |
| Morgan stanley | 1.46M | 0.00% | 445.36K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Arrowstreet capital, limited partnership | 1.61M | 0.01% | -2.74M |
| Fmr | 296.26K | 0.00% | -1.67M |
| Brookfield corp /on/ | - | - | -821.15K |
| Goldman sachs group | 7.49M | 0.01% | -606.34K |
| Adage capital partners gp | - | - | -575.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Balyasny asset management | 1.93M | 0.03% | 1.93M | $18.54M |
| Norges bank | 943.59K | 0.00% | 943.59K | $9.09M |
| D. e. shaw | 138.34K | 0.00% | 138.34K | $1.33M |
| Healthcare of ontario pension plan trust fund | 118.80K | 0.00% | 118.80K | $1.14M |
| Hrt financial lp | 94.22K | 0.01% | 94.22K | $907.00K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -7.00 |
| Riggs asset managment | -24.00 |
| Massmutual trust co fsb/adv | -29.00 |
| Eversource wealth advisors | -51.00 |
| Westend capital management | -123.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 202 | 0.50% | 137,562,051 | -1.81% | 89 | 1.08% | 94 | -4.08% | 78 | 2.63% |
| Jun 30, 2024 | 198 | -3.41% | 139,973,090 | -2.25% | 91 | 1.05% | 97 | -11.01% | 76 | 10.14% |
| Mar 31, 2024 | 205 | 2.50% | 143,201,680 | -0.33% | 93 | 1.09% | 109 | 12.37% | 69 | -10.39% |
| Dec 31, 2023 | 200 | 3.63% | 143,668,697 | 1.82% | 92 | 1.14% | 97 | 10.23% | 77 | -1.28% |
| Sep 30, 2023 | 193 | -3.50% | 141,101,421 | -6.14% | 90 | 1.02% | 88 | -13.73% | 78 | 14.71% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 5.97M | 3.90% | -4.13K |
| Donald Smith & Co. All Eq Accounts Comp | 4.82M | 3.11% | 1.53M |
| Vanguard Total Stock Mkt Idx Inv | 4.64M | 3.02% | - |
| iShares Russell 2000 ETF | 4.18M | 2.73% | -16.07K |
| Vanguard Small Cap Index | 3.71M | 2.42% | -12.13K |
| Xtrackers MSCI World Swap ETF 1C | 2.67M | 1.74% | -254.42K |
| Vanguard Institutional Extnd Mkt Idx Tr | 2.27M | 1.48% | 47.11K |
| Vanguard Strategic Equity Inv | 2.24M | 1.45% | -289.91K |
| BNP Paribas US Small Cap Classic R | 2.16M | 1.41% | 479.73K |
| Vanguard Small Cap Growth Index Inv | 2.10M | 1.37% | 48.81K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 22, 2023 | Collins Arthur Reginald | - | Sell | $298.00K |
| Nov 10, 2023 | DAVIS NATHANIEL A | - | Sell | $390.79K |
| Sep 29, 2022 | Gibson Patricia L | - | Buy | $360.73K |
| Sep 29, 2022 | Gibson Patricia L | Buy | $98.19K | |
| Sep 23, 2022 | Gibson Patricia L | - | Buy | $52.35K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
| 2023 Q2 | - | - |
| 2023 Q1 | - | - |
| 2022 Q3 | 3 | - |
RLJ Ownership FAQ
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