Advisors Preferred
APLE icon

Advisors Preferred’s Apple Hospitality REIT APLE Stock Holding History

Advisors Preferred’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
2026
Q3 		$4.38M Buy
+265,219
New +$4.3M 0.48% 41
2025
Q1 		– Sell
-307,190
Closed -$4.65M – 247
2024
Q4 		$4.65M Buy
+307,190
New +$4.76M 0.75% 35

Other funds holding APLE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Advisors Preferred's APLE Position: Q3 2026 in Review

Advisors Preferred opened a new position in Apple Hospitality REIT (APLE) in Q3 2026: 265,219 shares worth $4.38M. The stake represents 0.48% of the portfolio and ranks #41 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in APLE as recently as Q4 2024.

Advisors Preferred first reported a position in APLE in Q4 2024 and has held it in 2 quarters since. The position peaked at $4.65M in Q4 2024. 180 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Advisors Preferred held 265,219 shares of Apple Hospitality REIT worth $4.38M as of Q3 2026.
  • Apple Hospitality REIT was a new Advisors Preferred position in Q3 2026.
  • Apple Hospitality REIT made up 0.48% of Advisors Preferred's portfolio in Q3 2026, its #41 holding.
  • Advisors Preferred first reported a position in Apple Hospitality REIT in Q4 2024 and has held it in 2 quarters since.
  • Advisors Preferred's Apple Hospitality REIT position peaked at $4.65M in Q4 2024.
  • 180 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.