COMPASS FINANCIAL MANAGEMENT LLC’s Apple Hospitality REIT APLE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$56K	Buy	+3,332	New	+$47.6K	0.01%	670

Other funds holding APLE

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's APLE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Apple Hospitality REIT (APLE) in Q2 2026: 3,332 shares worth $56K. The stake represents 0.01% of the portfolio and ranks #670 among its holdings.

264 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 3,332 shares of Apple Hospitality REIT worth $56K as of Q2 2026.
Apple Hospitality REIT was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Apple Hospitality REIT made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #670 holding.
264 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.