Capital Advisors Ltd’s Apple Hospitality REIT APLE Stock Holding History

Capital Advisors Ltd’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	$0	Hold	12	–	–	﹤0.01%	1350
2026 Q1	$0	Hold	12	–	–	﹤0.01%	1348
2025 Q4	$0	Hold	12	–	–	﹤0.01%	1333
2025 Q3	$0	Hold	12	–	–	﹤0.01%	1341
2025 Q2	$0	Buy	+12	New	+$141	﹤0.01%	1326
2025 Q1	–	Sell	-2	Closed	–	–	1321
2024 Q4	$0	Buy	+2	New	+$31	﹤0.01%	1356

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Advisors Ltd's APLE Position: Q2 2026 in Review

Capital Advisors Ltd held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Capital Advisors Ltd first reported a position in APLE in Q4 2024 and has held it in 6 quarters since. 369 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Capital Advisors Ltd held 12 shares of Apple Hospitality REIT worth $0 as of Q2 2026.
Capital Advisors Ltd left its Apple Hospitality REIT share count unchanged in Q2 2026.
Apple Hospitality REIT made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #1350 holding.
Capital Advisors Ltd first reported a position in Apple Hospitality REIT in Q4 2024 and has held it in 6 quarters since.
369 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.