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Dakota Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Dakota Wealth 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
Q2 		$3.27M Sell
194,570
-41,183
-17% -$589K 0.06% 241
2026
Q1 		$2.71M Buy
235,753
+1,775
+0.8% +$21.5K 0.06% 240
2025
Q4 		$2.77M Sell
233,978
-26,159
-10% -$307K 0.05% 243
2025
Q3 		$3.12M Sell
260,137
-76,118
-23% -$940K 0.06% 199
2025
Q2 		$3.92M Buy
336,255
+117,601
+54% +$1.38M 0.08% 186
2025
Q1 		$2.82M Buy
218,654
+20,485
+10% +$299K 0.07% 218
2024
Q4 		$3.04M Sell
198,169
-42,270
-18% -$655K 0.07% 208
2024
Q3 		$3.57M Sell
240,439
-335
-0.1% -$4.85K 0.08% 209
2024
Q2 		$3.5M Sell
240,774
-39,612
-14% -$590K 0.08% 207
2024
Q1 		$4.59M Sell
280,386
-26,297
-9% -$430K 0.11% 167
2023
Q4 		$5.09M Sell
306,683
-43,324
-12% -$703K 0.2% 123
2023
Q3 		$5.37M Sell
350,007
-31,687
-8% -$485K 0.24% 107
2023
Q2 		$5.77M Sell
381,694
-1,742
-0.5% -$26.4K 0.27% 92
2023
Q1 		$5.95M Buy
383,436
+82,559
+27% +$1.35M 0.4% 69
2022
Q4 		$4.75M Buy
300,877
+62,133
+26% +$1M 0.34% 75
2022
Q3 		$3.36M Buy
238,744
+62,026
+35% +$984K 0.27% 91
2022
Q2 		$2.59M Buy
176,718
+145,658
+469% +$2.41M 0.24% 113
2022
Q1 		$558K Buy
31,060
+14,128
+83% +$242K 0.05% 271
2021
Q4 		$273K Buy
+16,932
New +$268K 0.03% 316

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Dakota Wealth Management's APLE Position: Q2 2026 in Review

Dakota Wealth Management reduced its Apple Hospitality REIT (APLE) stake by 17% in Q2 2026, selling an estimated $589K and leaving 194,570 shares worth $3.27M. The position accounts for 0.06% of the portfolio, ranked #241.

Dakota Wealth Management first reported a position in APLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.95M in Q1 2023. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Dakota Wealth Management held 194,570 shares of Apple Hospitality REIT worth $3.27M as of Q2 2026.
  • Dakota Wealth Management sold 41,183 Apple Hospitality REIT shares in Q2 2026, an estimated $589K.
  • Apple Hospitality REIT made up 0.06% of Dakota Wealth Management's portfolio in Q2 2026, its #241 holding.
  • Dakota Wealth Management first reported a position in Apple Hospitality REIT in Q4 2021 and has held it in 19 quarters since.
  • Dakota Wealth Management's Apple Hospitality REIT position peaked at $5.95M in Q1 2023.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.