LongRLJJul 2026
RLJ Lodging Trust
Aegis continued building its RLJ Lodging Trust position during the first half. The hotel REITs in the portfolio were trading at steep discounts to replacement cost while the fund…
RLJ
Which hedge funds are long RLJ?
1 published idea on RLJ Lodging Trust across 1 fund — 1 long and 0 short.
RLJ Lodging Trust hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on RLJ Lodging Trust: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.