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Carroll Advisory Group’s Apple Hospitality REIT APLE Stock Holding History

Carroll Advisory Group’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
Q1 		– Sell
-15,000
Closed -$178K – 69
2025
Q4 		$178K Buy
+15,000
New +$176K 0.08% 72

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carroll Advisory Group's APLE Position: Q1 2026 in Review

Carroll Advisory Group sold out of Apple Hospitality REIT (APLE) in Q1 2026, closing a stake of 15,000 shares — an estimated $178K sold.

Carroll Advisory Group first reported a position in APLE in Q4 2025 and held it in 1 quarter. The position peaked at $178K in Q4 2025. 351 funds tracked by Wall St. Rank hold APLE as of Q1 2026.

  • Carroll Advisory Group reported no remaining Apple Hospitality REIT position as of Q1 2026 after selling out during the quarter.
  • Carroll Advisory Group sold 15,000 Apple Hospitality REIT shares in Q1 2026, an estimated $178K.
  • Carroll Advisory Group first reported a position in Apple Hospitality REIT in Q4 2025 and held it in 1 quarter.
  • Carroll Advisory Group's Apple Hospitality REIT position peaked at $178K in Q4 2025.
  • 351 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.

Based on Carroll Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.