RLJ Stock Is Down 8% in a Year, but This $71 Million Position Signals Conviction
The Motley Fool
by newsfeedback@fool.com (Jonathan Ponciano)February 19, 2026
AI-Generated Deep Dive Summary
**Summary:**
In a recent development, H/2 Credit Manager LP significantly boosted its investment in RLJ Lodging Trust (NYSE:RLJ) by acquiring 3,278,927 shares worth approximately $23.83 million. This move increased the fund's total stake in RLJ to $71.39 million, marking a net increase of $26 million compared to the previous quarter. Despite RLJ's stock experiencing an 8% decline over the past year, H/2's substantial purchase reflects confidence in the company's long-term prospects.
RLJ Lodging Trust is a self-advised real estate investment trust (REIT) specializing in premium-branded hotels across diverse U.S. markets. The company focuses on high-margin select-service properties, which are known for stable cash flows and competitive dividend yields. RLJ's strategy emphasizes operational efficiency and geographic diversification, factors that have historically supported its performance in the lodging sector.
This investment by H/2 Credit Manager LP is particularly notable given the broader market context. While RLJ's stock has faced challenges over the past year, the company's focus on premium-branded properties and select-service markets positions it for long-term growth. The fund's decision to increase its stake underscores a belief in RLJ's ability to navigate industry dynamics and deliver returns.
For investors closely following the finance and lodging sectors, this development highlights the potential resilience of RLJ Lodging Trust as a REIT with a disciplined approach to property selection and management. H/2 Credit Manager LP's conviction in RLJ's strategy and execution adds credibility to the company's position in the competitive hotel industry landscape.
Overall, this move by H/2 Credit Manager LP signals confidence in RLJ's ability to maintain its strong performance despite market headwinds. For readers interested in finance and investing, this development offers insights into strategic investments in the lodging sector and the potential for stable returns through premium-branded properties.
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Originally published on The Motley Fool on 2/19/2026