AI
APLE icon

Atria Investments’s Apple Hospitality REIT APLE Stock Holding History

Atria Investments’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
-11,023
Closed -$160K – 1903
2024
Q2 		$160K Buy
+11,023
New +$164K ﹤0.01% 1843
2020
Q2 		– Sell
-10,558
Closed -$97K – 529
2020
Q1 		$97K Buy
+10,558
New +$139K 0.01% 562

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Atria Investments's APLE Position: Q3 2024 in Review

Atria Investments sold out of Apple Hospitality REIT (APLE) in Q3 2024, closing a stake of 11,023 shares — an estimated $160K sold.

Atria Investments first reported a position in APLE in Q1 2020 and held it in 2 quarters. The position peaked at $160K in Q2 2024. 317 funds tracked by Wall St. Rank hold APLE as of Q3 2024.

  • Atria Investments reported no remaining Apple Hospitality REIT position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 11,023 Apple Hospitality REIT shares in Q3 2024, an estimated $160K.
  • Atria Investments first reported a position in Apple Hospitality REIT in Q1 2020 and held it in 2 quarters.
  • Atria Investments's Apple Hospitality REIT position peaked at $160K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.