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B. Riley Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

B. Riley Wealth 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
2026
Q2 		$373K Buy
22,093
+211
+1% +$3.02K 0.02% 553
2026
Q1 		$252K Sell
21,882
-923
-4% -$11.2K 0.02% 634
2025
Q4 		$270K Buy
22,805
+25
+0.1% +$293 0.01% 743
2025
Q3 		$274K Sell
22,780
-419
-2% -$5.18K 0.01% 758
2025
Q2 		$271K Buy
+23,199
New +$272K 0.01% 755
2024
Q4 		$344K Buy
22,249
+217
+1% +$3.36K 0.01% 819
2024
Q3 		$329K Buy
22,032
+2,422
+12% +$35K 0.01% 909
2024
Q2 		$287K Sell
19,610
-9,193
-32% -$137K 0.01% 1052
2024
Q1 		$444K Sell
28,803
-859
-3% -$14.1K 0.01% 851
2023
Q4 		$497K Buy
29,662
+859
+3% +$13.9K 0.01% 814
2023
Q3 		$444K Buy
28,803
+185
+0.6% +$2.83K 0.01% 851
2023
Q2 		$435K Sell
28,618
-1,966
-6% -$29.8K 0.01% 926
2023
Q1 		$477K Sell
30,584
-558
-2% -$9.13K 0.01% 827
2022
Q4 		$496K Buy
31,142
+193
+0.6% +$3.11K 0.01% 793
2022
Q3 		$436K Buy
30,949
+1,527
+5% +$24.2K 0.01% 818
2022
Q2 		$432K Buy
29,422
+3,648
+14% +$60.3K 0.02% 722
2022
Q1 		$464K Sell
25,774
-2,259
-8% -$38.6K 0.02% 788
2021
Q4 		$453K Sell
28,033
-4,610
-14% -$72.9K 0.01% 864
2021
Q3 		$514K Sell
32,643
-324
-1% -$4.86K 0.02% 768
2021
Q2 		$504K Sell
32,967
-1
-0% -$16 0.02% 769
2021
Q1 		$481K Buy
32,968
+346
+1% +$4.8K 0.02% 747
2020
Q4 		$422K Sell
32,622
-3,591
-10% -$42.6K 0.02% 596
2020
Q3 		$349K Buy
36,213
+3,268
+10% +$31.5K 0.02% 666
2020
Q2 		$319K Sell
32,945
-10,054
-23% -$95.6K 0.02% 612
2020
Q1 		$395K Buy
42,999
+3,457
+9% +$45.4K 0.03% 460
2019
Q4 		$643K Sell
39,542
-2,041
-5% -$33K 0.05% 345
2019
Q3 		$690K Sell
41,583
-904
-2% -$14.3K 0.07% 302
2019
Q2 		$674K Buy
42,487
+4,369
+11% +$70.7K 0.07% 279
2019
Q1 		$622K Buy
38,118
+3,119
+9% +$50K 0.08% 276
2018
Q4 		$500K Buy
34,999
+22
+0.1% +$350 0.07% 297
2018
Q3 		$612K Buy
34,977
+1,972
+6% +$35K 0.07% 300
2018
Q2 		$591K Buy
33,005
+1,308
+4% +$23.9K 0.08% 279
2018
Q1 		$557K Sell
31,697
-18,915
-37% -$347K 0.08% 280
2017
Q4 		$994K Buy
+50,612
New +$976K 0.13% 178
2017
Q3 		– Sell
-31,768
Closed -$596K – 543
2017
Q2 		$596K Sell
31,768
-3,859
-11% -$73.2K 0.11% 222
2017
Q1 		$682K Buy
35,627
+348
+1% +$6.86K 0.14% 188
2016
Q4 		$705K Buy
35,279
+872
+3% +$16.2K 0.14% 172
2016
Q3 		$637K Sell
34,407
-2
-0% -$39 0.12% 202
2016
Q2 		$648K Buy
34,409
+4,234
+14% +$79.3K 0.13% 198
2016
Q1 		$598K Buy
30,175
+1
+0% +$19 0.14% 187
2015
Q4 		$603K Buy
30,174
+1,027
+4% +$20.2K 0.12% 204
2015
Q3 		$542K Buy
+29,147
New +$533K 0.13% 217

Other funds holding APLE

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

B. Riley Wealth Advisors's APLE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Apple Hospitality REIT (APLE) stake by 0.96% in Q2 2026, buying an estimated $3.02K and bringing the position to 22,093 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #553.

B. Riley Wealth Advisors first reported a position in APLE in Q3 2015 and has held it in 42 quarters since. The position peaked at $994K in Q4 2017. 44 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • B. Riley Wealth Advisors held 22,093 shares of Apple Hospitality REIT worth $373K as of Q2 2026.
  • B. Riley Wealth Advisors bought 211 Apple Hospitality REIT shares in Q2 2026, an estimated $3.02K.
  • Apple Hospitality REIT made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #553 holding.
  • B. Riley Wealth Advisors first reported a position in Apple Hospitality REIT in Q3 2015 and has held it in 42 quarters since.
  • B. Riley Wealth Advisors's Apple Hospitality REIT position peaked at $994K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.