Birchbrook’s Apple Hospitality REIT APLE Stock Holding History

Birchbrook’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	$4.82K	Buy	287 +5	+2%	+$72	﹤0.01%	236
2026 Q1	$3.25K	Buy	282 +6	+2%	+$73	﹤0.01%	244
2025 Q4	$3.28K	Buy	276 +5	+2%	+$59	﹤0.01%	250
2025 Q3	$3.25K	Buy	271 +5	+2%	+$62	﹤0.01%	226
2025 Q2	$3.1K	Buy	266 +6	+2%	+$70	﹤0.01%	230
2025 Q1	$3.36K	Buy	260 +4	+2%	+$58	﹤0.01%	224
2024 Q4	$3.93K	Buy	256 +4	+2%	+$62	﹤0.01%	241
2024 Q3	$3.75K	Buy	252 +4	+2%	+$58	﹤0.01%	225
2024 Q2	$3.61K	Buy	248 +4	+2%	+$60	﹤0.01%	224
2024 Q1	$4K	Buy	244 +3	+1%	+$49	﹤0.01%	229
2023 Q4	$4K	Buy	+241	New	+$3.91K	﹤0.01%	248

Other funds holding APLE

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Birchbrook's APLE Position: Q2 2026 in Review

Birchbrook increased its Apple Hospitality REIT (APLE) stake by 1.8% in Q2 2026, buying an estimated $72 and bringing the position to 287 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Birchbrook first reported a position in APLE in Q4 2023 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Birchbrook held 287 shares of Apple Hospitality REIT worth $4.82K as of Q2 2026.
Birchbrook bought 5 Apple Hospitality REIT shares in Q2 2026, an estimated $72.
Apple Hospitality REIT made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #236 holding.
Birchbrook first reported a position in Apple Hospitality REIT in Q4 2023 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.