Avantax Advisory Services’s Apple Hospitality REIT APLE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$486K Sell
41,643
-3,852
-8% -$45.2K ﹤0.01% 1596
2025
Q1
$587K Buy
45,495
+1,278
+3% +$18.7K ﹤0.01% 1406
2024
Q4
$679K Buy
+44,217
New +$685K ﹤0.01% 1255

Other funds holding APLE

Avantax Advisory Services's APLE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Apple Hospitality REIT (APLE) stake by 8.5% in Q2 2025, selling an estimated $45.2K and leaving 41,643 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #1596.

Avantax Advisory Services first reported a position in APLE in Q4 2024 and has held it in 3 quarters since. The position peaked at $679K in Q4 2024. 345 funds tracked by Wall St. Rank hold APLE as of Q2 2025.

  • Avantax Advisory Services held 41,643 shares of Apple Hospitality REIT worth $486K as of Q2 2025.
  • Avantax Advisory Services sold 3,852 Apple Hospitality REIT shares in Q2 2025, an estimated $45.2K.
  • Apple Hospitality REIT made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1596 holding.
  • Avantax Advisory Services first reported a position in Apple Hospitality REIT in Q4 2024 and has held it in 3 quarters since.
  • Avantax Advisory Services's Apple Hospitality REIT position peaked at $679K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.