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APLE icon

Allworth Financial’s Apple Hospitality REIT APLE Stock Holding History

Allworth Financial’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
Q2 		$64.2K Buy
3,819
+1,569
+70% +$22.4K ﹤0.01% 2268
2026
Q1 		$25.9K Buy
2,250
+287
+15% +$3.47K ﹤0.01% 2809
2025
Q4 		$23.3K Buy
1,963
+286
+17% +$3.35K ﹤0.01% 2709
2025
Q3 		$20.1K Buy
1,677
+358
+27% +$4.42K ﹤0.01% 2705
2025
Q2 		$15.4K Buy
1,319
+860
+187% +$10.1K ﹤0.01% 2678
2025
Q1 		$5.47K Sell
459
-1,497
-77% -$21.9K ﹤0.01% 2711
2024
Q4 		$29.7K Buy
1,956
+130
+7% +$2.01K ﹤0.01% 1855
2024
Q3 		$27.1K Buy
1,826
+22
+1% +$318 ﹤0.01% 1722
2024
Q2 		$26.9K Buy
1,804
+1,135
+170% +$16.9K ﹤0.01% 1687
2024
Q1 		$11K Buy
669
+510
+321% +$8.34K ﹤0.01% 2070
2023
Q4 		$2.64K Buy
159
+9
+6% +$146 ﹤0.01% 2553
2023
Q3 		$2.3K Buy
150
+10
+7% +$153 ﹤0.01% 2473
2023
Q2 		$2.12K Buy
140
+2
+1% +$30 ﹤0.01% 2460
2023
Q1 		$2.14K Sell
138
-25
-15% -$409 ﹤0.01% 2379
2022
Q4 		$2.57K Buy
163
+29
+22% +$468 ﹤0.01% 2144
2022
Q3 		$2K Buy
134
+1
+0.8% +$16 ﹤0.01% 2098
2022
Q2 		$2K Buy
133
+1
+0.8% +$17 ﹤0.01% 1978
2022
Q1 		$2K Buy
132
+1
+0.8% +$17 ﹤0.01% 1772
2021
Q4 		$2K Hold
131
– – ﹤0.01% 1700
2021
Q3 		$2K Hold
131
– – ﹤0.01% 1655
2021
Q2 		$2K Hold
131
– – ﹤0.01% 1353
2021
Q1 		$2K Buy
+131
New +$1.82K ﹤0.01% 1284

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Allworth Financial's APLE Position: Q2 2026 in Review

Allworth Financial increased its Apple Hospitality REIT (APLE) stake by 70% in Q2 2026, buying an estimated $22.4K and bringing the position to 3,819 shares worth $64.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Allworth Financial first reported a position in APLE in Q1 2021 and has held it in 22 quarters since. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Allworth Financial held 3,819 shares of Apple Hospitality REIT worth $64.2K as of Q2 2026.
  • Allworth Financial bought 1,569 Apple Hospitality REIT shares in Q2 2026, an estimated $22.4K.
  • Apple Hospitality REIT made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2268 holding.
  • Allworth Financial first reported a position in Apple Hospitality REIT in Q1 2021 and has held it in 22 quarters since.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.