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Dougherty & Associates’s Apple Hospitality REIT APLE Stock Holding History

Dougherty & Associates’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 		$544K Buy
32,370
+101
+0.3% +$1.44K 0.44% 39
2026
Q1 		$371K Sell
32,269
-2,737
-8% -$33.1K 0.34% 45
2025
Q4 		$415K Buy
+35,006
New +$411K 0.37% 40

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

Dougherty & Associates's APLE Position: Q2 2026 in Review

Dougherty & Associates increased its Apple Hospitality REIT (APLE) stake by 0.31% in Q2 2026, buying an estimated $1.44K and bringing the position to 32,370 shares worth $544K. The position accounts for 0.44% of the portfolio, ranked #39.

Dougherty & Associates first reported a position in APLE in Q4 2025 and has held it in 3 quarters since. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Dougherty & Associates held 32,370 shares of Apple Hospitality REIT worth $544K as of Q2 2026.
  • Dougherty & Associates bought 101 Apple Hospitality REIT shares in Q2 2026, an estimated $1.44K.
  • Apple Hospitality REIT made up 0.44% of Dougherty & Associates's portfolio in Q2 2026, its #39 holding.
  • Dougherty & Associates first reported a position in Apple Hospitality REIT in Q4 2025 and has held it in 3 quarters since.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Dougherty & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.