LongRLJJul 2026
RLJ Lodging Trust
Aegis continued to build its position in RLJ Lodging Trust as part of a broader hotel-REIT value thesis. The fund believes hotel REITs were trading at steep discounts to…
RLJ
Which hedge funds are long RLJ?
2 published ideas on RLJ Lodging Trust across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on RLJ Lodging Trust: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
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…