What smart money is saying about RLJ Lodging Trust
1 fund in our archive has pitched RLJ Lodging Trust — most recently Aegis Value Fund in June 2026.
RLJ Lodging Trust functions as a self-managed, publicly listed real estate investment trust (REIT). Its core holdings consist primarily of upscale, branded hotels known for their strong profitability and efficient operations, specifically those categorized as focused-service or compact full-service. The Trust's extensive portfolio includes 103 properties, housing approximately 22,570 guest rooms, strategically situated across 23 U.S. states and the District of Columbia. Furthermore, the company holds a partial interest in one unconsolidated hotel, which provides 171 rooms.
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Position history
Every position in RLJ Lodging Trust on record in the archive was reported in Q2 2026, across 1 fund letter — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedAegis Value FundJune 2026
“In the first half, the Fund also built positions in select hotel REITs, as well as Jet2 plc (JET2-L), and Harley Davidson (HOG), all at modest prices compared to tangible book value. Within hotel REITs, we continued to build our position in RLJ Lodging Trust (RLJ) and initiated a new position in Park Hotels & Resorts (PK), complementing our position in Chatham Lodging Trust (CLDT) established late last year.”
RLJ Lodging Trust
Fund coverage · 1 thesis
- Aegis Value FundJune 2026
RLJ Lodging Trust is held for its discount to replacement cost and favorable hotel demand and supply fundamentals.
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