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RLJ Lodging Trust

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LDR Capital Management LLC
DECREASED
Shares296,976 from 297,161
Change-185 (0%)
Value$7.1M (-$147.1K)
Filed 2026-10-14
Adams Asset Advisors, LLC
INCREASED
Shares208,897 from 173,571
Change+35,326 (+20%)
Value$5.0M (+$765.9K)
Filed 2026-10-08
LPL Financial LLC
INCREASED
Shares124,732 from 117,939
Change+6,793 (+6%)
Value$3.0M (+$106.7K)
Filed 2026-11-06
D.A. Davidson & Co.
DECREASED
Shares67,977 from 71,546
Change-3,569 (-5%)
Value$1.6M (-$120.1K)
Filed 2026-10-28
Edgemoor Investment Advisors, Inc.
DECREASED
Shares63,858 from 64,758
Change-900 (-1%)
Value$1.5M (-$52.7K)
Filed 2026-11-03
Meadowbrook Wealth Management, LLC
INCREASED
Shares27,780 from 23,360
Change+4,420 (+19%)
Value$667.8K (+$89.9K)
Filed 2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares23,807 from 23,960
Change-153 (-1%)
Value$572 (-$15)
Filed 2026-11-02
Sound Income Strategies, LLC
DECREASED
Shares21,813 from 27,438
Change-5,625 (-20%)
Value$534.2K (-$138.6K)
Filed 2026-10-09
Kestra Advisory Services, LLC
DECREASED
Shares21,322 from 21,507
Change-185 (-1%)
Value$523.0K (-$4.4K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
DECREASED
Shares18,941 from 22,520
Change-3,579 (-16%)
Value$455.4K (-$96.8K)
Filed 2026-11-02
Koshinski Asset Management, Inc.
DECREASED
Shares17,973 from 22,573
Change-4,600 (-20%)
Value$432.1K (-$121.4K)
Filed 2026-10-29
A. D. Beadell Investment Counsel, Inc.
INCREASED
Shares17,850 from 17,325
Change+525 (+3%)
Value$429 (+$5)
Filed 2026-10-14
Aspiriant, LLC
UNCHANGED
Shares13,980 from 13,980
Change0 (0%)
Value$336.1K (-$6.7K)
Filed 2026-10-16
Magnus Financial Group LLC
INCREASED
Shares13,900 from 8,700
Change+5,200 (+60%)
Value$334.2K (+$120.8K)
Filed 2026-10-21
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares12,984 from 12,984
Change0 (0%)
Value$318.0K (-$7.0K)
Filed 2026-10-13
Diligent Investors, LLC
INCREASED
Shares10,778 from 10,756
Change+22 (+0%)
Value$259.1K (-$4.6K)
Filed 2026-10-21
Sigma Planning Corp
DECREASED
Shares10,270 from 11,310
Change-1,040 (-9%)
Value$246.9K (-$30.4K)
Filed 2026-10-23
CoreCap Advisors, LLC
INCREASED
Shares7,791 from 6,459
Change+1,332 (+21%)
Value$187.3K (+$28.9K)
Filed 2026-10-08
Daytona Street Capital LLC
UNCHANGED
Shares3,800 from 3,800
Change0 (0%)
Value$93.4K (-$1.8K)
Filed 2026-10-15
Daiwa Securities Group Inc.
NEW
Shares1,000
Change+1,000
Value$24.0K
Filed 2026-10-29
Fifth Third Bancorp
UNCHANGED
Shares994 from 994
Change0 (0%)
Value$23.9K (-$477)
Filed 2026-11-05
Private Trust Co NA
UNCHANGED
Shares750 from 750
Change0 (0%)
Value$18.0K (-$360)
Filed 2026-10-20
Evolution Wealth Management Inc.
UNCHANGED
Shares500 from 500
Change0 (0%)
Value$12.0K (-$240)
Filed 2026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED
Shares300 from 300
Change0 (0%)
Value$7.2K (-$144)
Filed 2026-10-20
Ascentis Independent Advisors
NEW
Shares25
Change+25
Value$601
Filed 2026-11-03
International Assets Investment Management, LLC
CLOSED
Shares0 from 1,350
Change-1,350 (-100%)
Value$0 (-$33.4K)
Filed 2026-11-02
TD Private Client Wealth LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$74)
Filed 2026-10-28
Infrastructure Capital Advisors, LLC
N/A
Shares— from 2,032,823
Change-2,032,823 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 801,169
Change-801,169 (-100%)
Value—
Westwood Holdings Group Inc
N/A
Shares— from 375,000
Change-375,000 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 322,202
Change-322,202 (-100%)
Value—
Cohen & Steers, Inc.
N/A
Shares— from 248,289
Change-248,289 (-100%)
Value—
Mirae Asset Global Etfs Holdings Ltd.
N/A
Shares— from 223,688
Change-223,688 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 128,125
Change-128,125 (-100%)
Value—
FMR LLC
N/A
Shares— from 64,035
Change-64,035 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 56,752
Change-56,752 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 46,489
Change-46,489 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 40,911
Change-40,911 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 32,396
Change-32,396 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 31,206
Change-31,206 (-100%)
Value—
Brookfield Corp
N/A
Shares— from 31,183
Change-31,183 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 20,768
Change-20,768 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 20,709
Change-20,709 (-100%)
Value—
Marex Group Ltd
N/A
Shares— from 18,529
Change-18,529 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 17,972
Change-17,972 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 17,474
Change-17,474 (-100%)
Value—
Zhang Financial LLC
N/A
Shares— from 13,697
Change-13,697 (-100%)
Value—
Zazove Associates LLC
N/A
Shares— from 10,809
Change-10,809 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 10,528
Change-10,528 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 8,761
Change-8,761 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 8,400
Change-8,400 (-100%)
Value—
UBS Group AG
N/A
Shares— from 5,671
Change-5,671 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 2,816
Change-2,816 (-100%)
Value—
Caldwell Sutter Capital, Inc.
N/A
Shares— from 2,600
Change-2,600 (-100%)
Value—
H/2 Credit Manager LP
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 1,409
Change-1,409 (-100%)
Value—
Jackson, Grant Investment Advisers, Inc.
N/A
Shares— from 1,358
Change-1,358 (-100%)
Value—
Status
LDR Capital Management LLC
DECREASED296,976297,161-1850%$7.3M$7.1M-$147.1K2026-10-14
Adams Asset Advisors, LLC
INCREASED208,897173,571+35,326+20%$4.3M$5.0M+$765.9K2026-10-08
LPL Financial LLC
INCREASED124,732117,939+6,793+6%$2.9M$3.0M+$106.7K2026-11-06
D.A. Davidson & Co.
DECREASED67,97771,546-3,569-5%$1.8M$1.6M-$120.1K2026-10-28
Edgemoor Investment Advisors, Inc.
DECREASED63,85864,758-900-1%$1.6M$1.5M-$52.7K2026-11-03
Meadowbrook Wealth Management, LLC
INCREASED27,78023,360+4,420+19%$577.9K$667.8K+$89.9K2026-10-08
Cambridge Investment Research Advisors, Inc.
DECREASED23,80723,960-153-1%$587$572-$152026-11-02
Sound Income Strategies, LLC
DECREASED21,81327,438-5,625-20%$672.8K$534.2K-$138.6K2026-10-09
Kestra Advisory Services, LLC
DECREASED21,32221,507-185-1%$527.4K$523.0K-$4.4K2026-11-02
Commonwealth Equity Services, LLC
DECREASED18,94122,520-3,579-16%$552.2K$455.4K-$96.8K2026-11-02
Koshinski Asset Management, Inc.
DECREASED17,97322,573-4,600-20%$553.5K$432.1K-$121.4K2026-10-29
A. D. Beadell Investment Counsel, Inc.
INCREASED17,85017,325+525+3%$424$429+$52026-10-14
Aspiriant, LLC
UNCHANGED13,98013,98000%$342.8K$336.1K-$6.7K2026-10-16
Magnus Financial Group LLC
INCREASED13,9008,700+5,200+60%$213.3K$334.2K+$120.8K2026-10-21
Wealth Enhancement Advisory Services, LLC
UNCHANGED12,98412,98400%$325.0K$318.0K-$7.0K2026-10-13
Diligent Investors, LLC
INCREASED10,77810,756+22+0%$263.7K$259.1K-$4.6K2026-10-21
Sigma Planning Corp
DECREASED10,27011,310-1,040-9%$277.3K$246.9K-$30.4K2026-10-23
CoreCap Advisors, LLC
INCREASED7,7916,459+1,332+21%$158.4K$187.3K+$28.9K2026-10-08
Daytona Street Capital LLC
UNCHANGED3,8003,80000%$95.2K$93.4K-$1.8K2026-10-15
Daiwa Securities Group Inc.
NEW1,000—+1,000——$24.0K—2026-10-29
Fifth Third Bancorp
UNCHANGED99499400%$24.4K$23.9K-$4772026-11-05
Private Trust Co NA
UNCHANGED75075000%$18.4K$18.0K-$3602026-10-20
Evolution Wealth Management Inc.
UNCHANGED50050000%$12.3K$12.0K-$2402026-10-28
Physician Wealth Advisors, Inc.
UNCHANGED30030000%$7.4K$7.2K-$1442026-10-20
Ascentis Independent Advisors
NEW25—+25——$601—2026-11-03
International Assets Investment Management, LLC
CLOSED01,350-1,350-100%$33.4K$0-$33.4K2026-11-02
TD Private Client Wealth LLC
CLOSED03-3-100%$74$0-$742026-10-28
Infrastructure Capital Advisors, LLC
N/A—2,032,823-2,032,823-100%$49.8M———
BlackRock, Inc.
N/A—801,169-801,169-100%$19.6M———
Westwood Holdings Group Inc
N/A—375,000-375,000-100%$9.2M———
Van Eck Associates Corp
N/A—322,202-322,202-100%$7.9M———
Cohen & Steers, Inc.
N/A—248,289-248,289-100%$6.1K———
Mirae Asset Global Etfs Holdings Ltd.
N/A—223,688-223,688-100%$5.5M———
Millennium Management LLC
N/A—128,125-128,125-100%$125.7K———
FMR LLC
N/A—64,035-64,035-100%$1.6M———
Jane Street Group, LLC
N/A—56,752-56,752-100%$1.4M———
Wells Fargo & Company
N/A—46,489-46,489-100%$1.1M———
Harbour Investments, Inc.
N/A—40,911-40,911-100%$1.0M———
Nuveen, LLC
N/A—32,396-32,396-100%$794.4K———
Raymond James Financial Inc
N/A—31,206-31,206-100%$765.2K———
Brookfield Corp
N/A—31,183-31,183-100%$764.6K———
Janney Montgomery Scott LLC
N/A—20,768-20,768-100%$509———
Morgan Stanley
N/A—20,709-20,709-100%$507.8K———
Marex Group Ltd
N/A—18,529-18,529-100%$454.3K———
Bank of America Corp
N/A—17,972-17,972-100%$440.7K———
HRT Financial LP
N/A—17,474-17,474-100%$428———
Zhang Financial LLC
N/A—13,697-13,697-100%$335.9K———
Zazove Associates LLC
N/A—10,809-10,809-100%$265.9K———
Manufacturers Life Insurance Company, the
N/A—10,528-10,528-100%$258.1K———
Sanctuary Advisors, LLC
N/A—8,761-8,761-100%$214.8K———
Whittier Trust Co
N/A—8,400-8,400-100%$209.8K———
UBS Group AG
N/A—5,671-5,671-100%$139.1K———
Osaic Holdings, Inc.
N/A—2,816-2,816-100%$69.0K———
Caldwell Sutter Capital, Inc.
N/A—2,600-2,600-100%$63.8K———
H/2 Credit Manager LP
N/A—2,000-2,000-100%$49———
Northwestern Mutual Wealth Management Co
N/A—2,000-2,000-100%$49.0K———
Royal Bank of Canada
N/A—1,409-1,409-100%$35.0K———
Jackson, Grant Investment Advisers, Inc.
N/A—1,358-1,358-100%$33.3K———
Showing 58 of 58 institutions