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Congress Asset Management’s Apple Hospitality REIT APLE Stock Holding History

Congress Asset Management’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
Q3 		$10.9M Buy
673,795
+118,238
+21% +$1.92M 0.07% 220
2026
Q2 		$9.34M Buy
555,557
+6,055
+1% +$86.6K 0.06% 219
2026
Q1 		$6.32M Buy
549,502
+76,524
+16% +$925K 0.05% 239
2025
Q4 		$5.6M Buy
472,978
+8,032
+2% +$94.2K 0.04% 232
2025
Q3 		$5.58M Sell
464,946
-2,035
-0.4% -$25.1K 0.04% 227
2025
Q2 		$5.45M Sell
466,981
-407
-0.1% -$4.78K 0.04% 223
2025
Q1 		$6.03M Sell
467,388
-27,703
-6% -$405K 0.05% 215
2024
Q4 		$7.6M Buy
495,091
+120,683
+32% +$1.87M 0.05% 206
2024
Q3 		$5.56M Sell
374,408
-3,793
-1% -$54.9K 0.04% 222
2024
Q2 		$5.5M Sell
378,201
-15,571
-4% -$232K 0.04% 222
2024
Q1 		$6.45M Buy
393,772
+3,691
+0.9% +$60.4K 0.05% 215
2023
Q4 		$6.48M Sell
390,081
-13,806
-3% -$224K 0.05% 221
2023
Q3 		$6.2M Buy
403,887
+562
+0.1% +$8.6K 0.05% 199
2023
Q2 		$6.09M Buy
403,325
+5,227
+1% +$79.2K 0.05% 201
2023
Q1 		$6.18M Buy
398,098
+39,727
+11% +$650K 0.06% 198
2022
Q4 		$5.66M Buy
358,371
+2,825
+0.8% +$45.6K 0.06% 205
2022
Q3 		$5M Buy
355,546
+93,207
+36% +$1.48M 0.05% 207
2022
Q2 		$3.85M Buy
+262,339
New +$4.34M 0.04% 236

Other funds holding APLE

MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Congress Asset Management's APLE Position: Q3 2026 in Review

Congress Asset Management increased its Apple Hospitality REIT (APLE) stake by 21% in Q3 2026, buying an estimated $1.92M and bringing the position to 673,795 shares worth $10.9M. The position accounts for 0.07% of the portfolio, ranked #220.

Congress Asset Management first reported a position in APLE in Q2 2022 and has held it in 18 quarters since. 16 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Congress Asset Management held 673,795 shares of Apple Hospitality REIT worth $10.9M as of Q3 2026.
  • Congress Asset Management bought 118,238 Apple Hospitality REIT shares in Q3 2026, an estimated $1.92M.
  • Apple Hospitality REIT made up 0.07% of Congress Asset Management's portfolio in Q3 2026, its #220 holding.
  • Congress Asset Management first reported a position in Apple Hospitality REIT in Q2 2022 and has held it in 18 quarters since.
  • 16 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.