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Optimize Financial Inc

Position in RLJ — RLJ Lodging Trust

CIK 2033266 LAGUNA HILLS, CA

Position in RLJ

as of Mar 31, 2026 · filed May 12, 2026
Position Value
$450,846
+$17,793 QoQ
Shares Held
60,761
+4.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in RLJ Over Time

Shares Held

Position Value (USD)

Position in REIT - Hotel & Motel

Real Estate · as of Mar 31, 2026

Optimize Financial Inc holds $450,846 across 1 REIT - Hotel & Motel name. RLJ ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 RLJ
RLJ Lodging Trust
This page
60,761 $450,846

All Filings in RLJ

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3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $450,846 60,761
2025-12-31 $433,053 58,128
2025-09-30 $412,502 57,292