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Advisors Capital Management’s Apple Hospitality REIT APLE Stock Holding History

Advisors Capital Management’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-32,089
Closed -$506K – 432
2022
Q4 		$506K Buy
32,089
+69
+0.2% +$1.11K 0.01% 312
2022
Q3 		$518K Buy
+32,020
New +$508K 0.01% 315

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Advisors Capital Management's APLE Position: Q1 2023 in Review

Advisors Capital Management sold out of Apple Hospitality REIT (APLE) in Q1 2023, closing a stake of 32,089 shares — an estimated $506K sold.

Advisors Capital Management first reported a position in APLE in Q3 2022 and held it in 2 quarters. The position peaked at $518K in Q3 2022. 276 funds tracked by Wall St. Rank hold APLE as of Q1 2023.

  • Advisors Capital Management reported no remaining Apple Hospitality REIT position as of Q1 2023 after selling out during the quarter.
  • Advisors Capital Management sold 32,089 Apple Hospitality REIT shares in Q1 2023, an estimated $506K.
  • Advisors Capital Management first reported a position in Apple Hospitality REIT in Q3 2022 and held it in 2 quarters.
  • Advisors Capital Management's Apple Hospitality REIT position peaked at $518K in Q3 2022.
  • 276 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2023.

Based on Advisors Capital Management's 13F filing for Q1 2023, filed 4 May 2023.