Donald Smith & Co's RLJ Position Overview
Donald Smith & Co (via Donald Smith & Co., Inc.) currently holds 10.68 M shares of RLJ Lodging Trust (RLJ) worth $76.88 M, representing 1.53% of the portfolio. First purchased in 2023-Q4, this short-term holding has been held for 8 quarters.
Based on 13F filings, Donald Smith & Co has maintained this position in RLJ for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 3.25 M shares.
Analysis based on 13F filings available since 2013 Q2
Donald Smith & Co's RLJ Lodging Trust (RLJ) Holding Value Over Time
Track share changes against reported price movement
Quarterly RLJ Lodging Trust (RLJ) Trades by Donald Smith & Co
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2023 | +1.16 M | New Buy | 1.16 M | $11.72 |
| Q1 2024 | +272,500 | Add 23.49% | 1.43 M | $11.82 |
| Q2 2024 | +1.88 M | Add 131.13% | 3.31 M | $9.63 |
| Q3 2024 | +1.54 M | Add 46.62% | 4.86 M | $9.18 |
| Q4 2024 | +901,111 | Add 18.56% | 5.76 M | $10.21 |
| Q1 2025 | +28,880 | Add 0.50% | 5.79 M | $7.89 |
| Q2 2025 | +1.64 M | Add 28.31% | 7.42 M | $7.28 |
| Q3 2025 | +3.25 M | Add 43.84% | 10.68 M | $7.20 |
Donald Smith & Co's RLJ Lodging Trust Investment FAQs
Donald Smith & Co first purchased RLJ Lodging Trust (RLJ) in Q4 2023, acquiring 1,160,158 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co has held RLJ Lodging Trust (RLJ) for 8 quarters since Q4 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's largest addition to RLJ Lodging Trust (RLJ) was in Q3 2025, adding 10,677,555 shares worth $76.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Donald Smith & Co's firm, Donald Smith & Co., Inc., owns 10,677,555 shares of RLJ Lodging Trust (RLJ), valued at approximately $76.88 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, RLJ Lodging Trust (RLJ) represents approximately 1.53% of Donald Smith & Co's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Donald Smith & Co's peak holding in RLJ Lodging Trust (RLJ) was 10,677,555 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.