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RLJ Lodging Trust

RLJ

RLJ Lodging Trust

RLJ Lodging Trust historical holders

total: 1

Donald Smith & Co. RLJ Lodging Trust transactions over time

Total transactions:
10
New positions:
1
Added:
9
Held since:
2023 Q4
Held for:
10 quarters
Latest activity:
2026 Q1
Donald Smith & Co. has been an institutional investor in RLJ Lodging Trust (RLJ) since 2023 Q4. According to 2026 Q1 report, Donald Smith & Co. holds 15,000,624 shares with a market value of roughly $111.30M representing 2.00% of their equity portfolio. The fund/company first acquired RLJ in 2023 Q4, initially purchasing about 1.16M shares. Since the initial investment, Donald Smith & Co. has made 9 more transactions in this position.

Does Donald Smith & Co. still hold RLJ?

Yes, Donald Smith & Co. continues to hold RLJ Lodging Trust (RLJ). According to their 2026 Q1 report, they maintain a position of 15,000,624 shares valued at approximately $111.30M, representing 2.00% of their equity portfolio.

When did Donald Smith & Co. first invest in RLJ?

Donald Smith & Co. first invested in RLJ Lodging Trust (RLJ) in 2023 Q4 at the reported quarter-end price of $11.72 per share, acquiring 1,160,158 shares in their initial purchase.

What is Donald Smith & Co.'s average cost basis for RLJ?

Based on historical transaction data, Donald Smith & Co.'s estimated cost basis for RLJ Lodging Trust (RLJ) is approximately $8.40 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$8.40

RLJ transactions history by Donald Smith & Co.

10 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
2.00%
15,000,624
$7.42
$111,304,630
+14.15% (+1,859,880)
+0.25%
2025 Q4
1.83%
13,140,744
$7.45
$97,898,543
+23.07% (+2,463,189)
+0.34%
2025 Q3
1.53%
10,677,555
$7.20
$76,878,396
+43.84% (+3,254,500)
+0.47%
2025 Q2
1.27%
7,423,055
$7.28
$54,039,840
+28.31% (+1,637,942)
+0.28%
2025 Q1
1.12%
5,785,113
$7.89
$45,644,542
+0.50% (+28,880)
+0.01%
2024 Q4
1.41%
5,756,233
$10.21
$58,771,139
+18.56% (+901,111)
+0.22%
2024 Q3
1.05%
4,855,122
$9.18
$44,570,020
+46.62% (+1,543,848)
+0.33%
2024 Q2
0.81%
3,311,274
$9.63
$31,887,569
+131.13% (+1,878,616)
+0.46%
2024 Q1
0.39%
1,432,658
$11.82
$16,934,018
+23.49% (+272,500)
+0.07%
2023 Q4
0.35%
1,160,158
$11.72
$13,597,052
new
+0.35%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.