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Econ Financial Services’s Apple Hospitality REIT APLE Stock Holding History

Econ Financial Services’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
2025
Q1 		– Sell
-24,374
Closed -$374K – 80
2024
Q4 		$374K Buy
+24,374
New +$378K 0.21% 78

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Econ Financial Services's APLE Position: Q1 2025 in Review

Econ Financial Services sold out of Apple Hospitality REIT (APLE) in Q1 2025, closing a stake of 24,374 shares — an estimated $374K sold.

Econ Financial Services first reported a position in APLE in Q4 2024 and held it in 1 quarter. The position peaked at $374K in Q4 2024. 338 funds tracked by Wall St. Rank hold APLE as of Q1 2025.

  • Econ Financial Services reported no remaining Apple Hospitality REIT position as of Q1 2025 after selling out during the quarter.
  • Econ Financial Services sold 24,374 Apple Hospitality REIT shares in Q1 2025, an estimated $374K.
  • Econ Financial Services first reported a position in Apple Hospitality REIT in Q4 2024 and held it in 1 quarter.
  • Econ Financial Services's Apple Hospitality REIT position peaked at $374K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2025.

Based on Econ Financial Services's 13F filing for Q1 2025, filed 23 Apr 2025.