Creative Planning’s Apple Hospitality REIT APLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.07M | Buy |
92,793
+30,414
| +49% | +$368K | ﹤0.01% | 2399 |
|
|
2025
Q4 | $739K | Buy |
62,379
+17,435
| +39% | +$205K | ﹤0.01% | 2521 |
|
|
2025
Q3 | $540K | Buy |
44,944
+19,145
| +74% | +$236K | ﹤0.01% | 2648 |
|
|
2025
Q2 | $301K | Buy |
25,799
+2,173
| +9% | +$25.5K | ﹤0.01% | 2890 |
|
|
2025
Q1 | $305K | Sell |
23,626
-488
| -2% | -$7.13K | ﹤0.01% | 2741 |
|
|
2024
Q4 | $370K | Sell |
24,114
-4,945
| -17% | -$76.6K | ﹤0.01% | 2500 |
|
|
2024
Q3 | $432K | Buy |
29,059
+3,580
| +14% | +$51.8K | ﹤0.01% | 2236 |
|
|
2024
Q2 | $370K | Sell |
25,479
-50,169
| -66% | -$748K | ﹤0.01% | 2187 |
|
|
2024
Q1 | $1.24M | Buy |
75,648
+55,246
| +271% | +$904K | ﹤0.01% | 1201 |
|
|
2023
Q4 | $339K | Sell |
20,402
-1,748
| -8% | -$28.4K | ﹤0.01% | 2004 |
|
|
2023
Q3 | $340K | Buy |
22,150
+5,521
| +33% | +$84.5K | ﹤0.01% | 1830 |
|
|
2023
Q2 | $251K | Buy |
16,629
+171
| +1% | +$2.59K | ﹤0.01% | 2044 |
|
|
2023
Q1 | $255K | Buy |
16,458
+2,406
| +17% | +$39.4K | ﹤0.01% | 1938 |
|
|
2022
Q4 | $222K | Buy |
14,052
+2,250
| +19% | +$36.3K | ﹤0.01% | 1952 |
|
|
2022
Q3 | $166K | Buy |
+11,802
| New | +$187K | ﹤0.01% | 1952 |
|
|
2022
Q1 | – | Sell |
-11,451
| Closed | -$185K | – | 2346 |
|
|
2021
Q4 | $185K | Sell |
11,451
-6,501
| -36% | -$103K | ﹤0.01% | 1886 |
|
|
2021
Q3 | $282K | Buy |
+17,952
| New | +$269K | ﹤0.01% | 1630 |
|
|
2021
Q2 | – | Sell |
-11,407
| Closed | -$166K | – | 2089 |
|
|
2021
Q1 | $166K | Sell |
11,407
-3,798
| -25% | -$52.7K | ﹤0.01% | 2143 |
|
|
2020
Q4 | $196K | Buy |
15,205
+75
| +0.5% | +$890 | ﹤0.01% | 1908 |
|
|
2020
Q3 | $145K | Sell |
15,130
-3,650
| -19% | -$35.2K | ﹤0.01% | 1766 |
|
|
2020
Q2 | $181K | Sell |
18,780
-1,245
| -6% | -$11.8K | ﹤0.01% | 1555 |
|
|
2020
Q1 | $184K | Sell |
20,025
-16,200
| -45% | -$213K | ﹤0.01% | 1408 |
|
|
2019
Q4 | $589K | Buy |
36,225
+2,300
| +7% | +$37.2K | ﹤0.01% | 1026 |
|
|
2019
Q3 | $562K | Sell |
33,925
-600
| -2% | -$9.5K | ﹤0.01% | 1003 |
|
|
2019
Q2 | $548K | Buy |
34,525
+600
| +2% | +$9.72K | ﹤0.01% | 1027 |
|
|
2019
Q1 | $553K | Sell |
33,925
-2,519
| -7% | -$40.4K | ﹤0.01% | 976 |
|
|
2018
Q4 | $520K | Sell |
36,444
-6,785
| -16% | -$108K | ﹤0.01% | 950 |
|
|
2018
Q3 | $756K | Buy |
43,229
+5,687
| +15% | +$101K | ﹤0.01% | 874 |
|
|
2018
Q2 | $671K | Buy |
37,542
+11
| +0% | +$201 | ﹤0.01% | 930 |
|
|
2018
Q1 | $659K | Buy |
37,531
+1,848
| +5% | +$33.9K | ﹤0.01% | 943 |
|
|
2017
Q4 | $700K | Buy |
35,683
+1,010
| +3% | +$19.5K | ﹤0.01% | 893 |
|
|
2017
Q3 | $656K | Buy |
34,673
+14,604
| +73% | +$268K | ﹤0.01% | 913 |
|
|
2017
Q2 | $375K | Sell |
20,069
-15,942
| -44% | -$303K | ﹤0.01% | 1164 |
|
|
2017
Q1 | $688K | Buy |
36,011
+9,685
| +37% | +$191K | ﹤0.01% | 824 |
|
|
2016
Q4 | $526K | Buy |
26,326
+5,060
| +24% | +$94.1K | ﹤0.01% | 895 |
|
|
2016
Q3 | $394K | Buy |
21,266
+3,573
| +20% | +$69.4K | ﹤0.01% | 1021 |
|
|
2016
Q2 | $333K | Sell |
17,693
-1,472
| -8% | -$27.6K | ﹤0.01% | 976 |
|
|
2016
Q1 | $380K | Sell |
19,165
-4,799
| -20% | -$92K | ﹤0.01% | 869 |
|
|
2015
Q4 | $479K | Buy |
23,964
+1,937
| +9% | +$38K | ﹤0.01% | 780 |
|
|
2015
Q3 | $409K | Buy |
22,027
+1,526
| +7% | +$27.9K | ﹤0.01% | 826 |
|
|
2015
Q2 | $387K | Buy |
+20,501
| New | +$384K | ﹤0.01% | 734 |
|
Other funds holding APLE
VPM
VCM
Creative Planning's APLE Position: Q1 2026 in Review
Creative Planning increased its Apple Hospitality REIT (APLE) stake by 49% in Q1 2026, buying an estimated $368K and bringing the position to 92,793 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2399.
Creative Planning first reported a position in APLE in Q2 2015 and has held it in 41 quarters since. The position peaked at $1.24M in Q1 2024. 350 funds tracked by Wall St. Rank hold APLE as of Q1 2026.
- Creative Planning held 92,793 shares of Apple Hospitality REIT worth $1.07M as of Q1 2026.
- Creative Planning bought 30,414 Apple Hospitality REIT shares in Q1 2026, an estimated $368K.
- Apple Hospitality REIT made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2399 holding.
- Creative Planning first reported a position in Apple Hospitality REIT in Q2 2015 and has held it in 41 quarters since.
- Creative Planning's Apple Hospitality REIT position peaked at $1.24M in Q1 2024.
- 350 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.