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RLJ Lodging Trust

CUSIP: 74965L200 | NEW YORK | 179 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVirtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I
with InfraCap Equity Income Fund ETF, a series of Series Portfolios Trust, Infrastructure Capital Advisors, LLC, Jay Hatfield
1,985,17815.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AVirtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I1,985,178
15.8% of class · Jun 30, 2026New 5%+ stake
with InfraCap Equity Income Fund ETF, a series of Series Portfolios Trust, Infrastructure Capital Advisors, LLC, Jay Hatfield
No 13F filer matched

Institutional Holders — Q3 2026

LDR Capital Management LLC296,976
8.8% of portfolio›$7.1M
Adams Asset Advisors, LLC208,897
0.5% of portfolio›$5.0M
D.A. Davidson & Co.67,977
0.0% of portfolio›$1.6M
Edgemoor Investment Advisors, Inc.63,858
0.1% of portfolio›$1.5M
Meadowbrook Wealth Management, LLC27,780
0.7% of portfolio›$667.8K
Cambridge Investment Research Advisors, Inc.23,807
0.0% of portfolio›$572
Sound Income Strategies, LLC21,813
0.0% of portfolio›$534.2K
Kestra Advisory Services, LLC21,322
0.0% of portfolio›$523.0K
Commonwealth Equity Services, LLC18,941
0.0% of portfolio›$455.4K
Koshinski Asset Management, Inc.17,973
0.0% of portfolio›$432.1K
A. D. Beadell Investment Counsel, Inc.17,850
0.0% of portfolio›$429
Aspiriant, LLC13,980
0.0% of portfolio›$336.1K
Magnus Financial Group LLC13,900
0.0% of portfolio›$334.2K
Wealth Enhancement Advisory Services, LLC12,984
0.0% of portfolio›$318.0K
Diligent Investors, LLC10,778
0.1% of portfolio›$259.1K
Sigma Planning Corp10,270
0.0% of portfolio›$246.9K
CoreCap Advisors, LLC7,791
0.0% of portfolio›$187.3K
Daytona Street Capital LLC3,800
0.1% of portfolio›$93.4K
Daiwa Securities Group Inc.1,000
0.0% of portfolio›$24.0K
Fifth Third Bancorp994
0.0% of portfolio›$23.9K
Private Trust Co NA750
0.0% of portfolio›$18.0K
Evolution Wealth Management Inc.500
0.0% of portfolio›$12.0K
Physician Wealth Advisors, Inc.300
0.0% of portfolio›$7.2K
Ascentis Independent Advisors25
0.0% of portfolio›$601
StyleTurnoverLocationFiled
LDR Capital Management LLC
296,976$7.1M8.8%YieldHighNew York, NY2026-10-14
Adams Asset Advisors, LLC
208,897$5.0M0.5%YieldMediumDallas, TX2026-10-08
D.A. Davidson & Co.
67,977$1.6M0.0%CoreLowGreat Falls, MT2026-10-28
Edgemoor Investment Advisors, Inc.
63,858$1.5M0.1%CoreVery LowBethesda, MD2026-11-03
Meadowbrook Wealth Management, LLC
27,780$667.8K0.7%GrowthMediumGarden City, NY2026-10-08
Cambridge Investment Research Advisors, Inc.
23,807$5720.0%ETFLowFairfield, IA2026-11-02
Sound Income Strategies, LLC
21,813$534.2K0.0%YieldMediumFt Lauderdale, FL2026-10-09
Kestra Advisory Services, LLC
21,322$523.0K0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
18,941$455.4K0.0%ETFLowWaltham, MA2026-11-02
Koshinski Asset Management, Inc.
17,973$432.1K0.0%ETFLowDecatur, IL2026-10-29
A. D. Beadell Investment Counsel, Inc.
17,850$4290.0%ValueLowMequon, WI2026-10-14
Aspiriant, LLC
13,980$336.1K0.0%ETFVery LowLos Angeles, CA2026-10-16
Magnus Financial Group LLC
13,900$334.2K0.0%ETFLowNew York, NY2026-10-21
Wealth Enhancement Advisory Services, LLC
12,984$318.0K0.0%CoreLowPlymouth, MN2026-10-13
Diligent Investors, LLC
10,778$259.1K0.1%CoreLowRedlands, CA2026-10-21
Sigma Planning Corp
10,270$246.9K0.0%GrowthMediumAnn Arbor, MI2026-10-23
CoreCap Advisors, LLC
7,791$187.3K0.0%ETFMediumSouthfield, MI2026-10-08
Daytona Street Capital LLC
3,800$93.4K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Daiwa Securities Group Inc.
1,000$24.0K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Fifth Third Bancorp
994$23.9K0.0%IndexVery LowCincinnati, OH2026-11-05
Private Trust Co NA
750$18.0K0.0%CoreLowCleveland, OH2026-10-20
Evolution Wealth Management Inc.
500$12.0K0.0%ETFMediumFort Myers, FL2026-10-28
Physician Wealth Advisors, Inc.
300$7.2K0.0%ETFMediumMidvale, UT2026-10-20
Ascentis Independent Advisors
25$6010.0%ETFLowDallas, TX2026-11-03