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

Aptus Capital Advisors’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
2024 Q3	–	Sell	-152,295	Closed	-$2.21M	–	1235
2024 Q2	$2.21M	Buy	152,295 +30,130	+25%	+$449K	0.04%	283
2024 Q1	$2M	Buy	122,165 +13,300	+12%	+$218K	0.04%	299
2023 Q4	$1.81M	Sell	108,865 -884	-0.8%	-$14.3K	0.05%	234
2023 Q3	$1.68M	Sell	109,749 -22,485	-17%	-$344K	0.05%	243
2023 Q2	$2M	Buy	132,234 +12,564	+10%	+$190K	0.05%	228
2023 Q1	$1.86M	Buy	+119,670	New	+$1.96M	0.05%	221

Other funds holding APLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aptus Capital Advisors's APLE Position: Q3 2024 in Review

Aptus Capital Advisors sold out of Apple Hospitality REIT (APLE) in Q3 2024, closing a stake of 152,295 shares — an estimated $2.21M sold.

Aptus Capital Advisors first reported a position in APLE in Q1 2023 and held it in 6 quarters. The position peaked at $2.21M in Q2 2024. 317 funds tracked by Wall St. Rank hold APLE as of Q3 2024.

Aptus Capital Advisors reported no remaining Apple Hospitality REIT position as of Q3 2024 after selling out during the quarter.
Aptus Capital Advisors sold 152,295 Apple Hospitality REIT shares in Q3 2024, an estimated $2.21M.
Aptus Capital Advisors first reported a position in Apple Hospitality REIT in Q1 2023 and held it in 6 quarters.
Aptus Capital Advisors's Apple Hospitality REIT position peaked at $2.21M in Q2 2024.
317 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2024.

Based on Aptus Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.