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Burney Company’s Apple Hospitality REIT APLE Stock Holding History

Burney Company’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
2025
Q2 		– Sell
-41,644
Closed -$538K – 578
2025
Q1 		$538K Buy
41,644
+2,507
+6% +$36.6K 0.02% 409
2024
Q4 		$601K Buy
39,137
+3,208
+9% +$49.7K 0.02% 395
2024
Q3 		$534K Buy
35,929
+1,019
+3% +$14.7K 0.02% 428
2024
Q2 		$508K Buy
34,910
+435
+1% +$6.49K 0.02% 422
2024
Q1 		$565K Buy
+34,475
New +$564K 0.02% 411

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burney Company's APLE Position: Q2 2025 in Review

Burney Company sold out of Apple Hospitality REIT (APLE) in Q2 2025, closing a stake of 41,644 shares — an estimated $538K sold.

Burney Company first reported a position in APLE in Q1 2024 and held it in 5 quarters. The position peaked at $601K in Q4 2024. 345 funds tracked by Wall St. Rank hold APLE as of Q2 2025.

  • Burney Company reported no remaining Apple Hospitality REIT position as of Q2 2025 after selling out during the quarter.
  • Burney Company sold 41,644 Apple Hospitality REIT shares in Q2 2025, an estimated $538K.
  • Burney Company first reported a position in Apple Hospitality REIT in Q1 2024 and held it in 5 quarters.
  • Burney Company's Apple Hospitality REIT position peaked at $601K in Q4 2024.
  • 345 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.