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Evergreen Capital Management’s Apple Hospitality REIT APLE Stock Holding History

Evergreen Capital 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 		– Sell
-15,442
Closed -$178K – 1543
2026
Q1 		$178K Sell
15,442
-2,176
-12% -$26.3K ﹤0.01% 1418
2025
Q4 		$210K Sell
17,618
-9,771
-36% -$115K ﹤0.01% 1289
2025
Q3 		$329K Buy
27,389
+12,726
+87% +$157K 0.01% 903
2025
Q2 		$172K Sell
14,663
-208
-1% -$2.44K 0.01% 1063
2025
Q1 		$192K Buy
14,871
+4,371
+42% +$63.9K 0.01% 1013
2024
Q4 		$163K Buy
+10,500
New +$163K 0.01% 1021
2024
Q3 		– Sell
-13,057
Closed -$191K – 1008
2024
Q2 		$191K Sell
13,057
-22,536
-63% -$336K 0.01% 873
2024
Q1 		$586K Sell
35,593
-209
-0.6% -$3.42K 0.02% 408
2023
Q4 		$598K Buy
35,802
+7,595
+27% +$123K 0.02% 378
2023
Q3 		$435K Buy
28,207
+3,454
+14% +$52.8K 0.02% 427
2023
Q2 		$376K Sell
24,753
-116
-0.5% -$1.76K 0.02% 477
2023
Q1 		$388K Buy
24,869
+857
+4% +$14K 0.02% 434
2022
Q4 		$383K Buy
+24,012
New +$387K 0.02% 417

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

Evergreen Capital Management's APLE Position: Q2 2026 in Review

Evergreen Capital Management sold out of Apple Hospitality REIT (APLE) in Q2 2026, closing a stake of 15,442 shares — an estimated $178K sold.

Evergreen Capital Management first reported a position in APLE in Q4 2022 and held it in 13 quarters. The position peaked at $598K in Q4 2023. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Evergreen Capital Management reported no remaining Apple Hospitality REIT position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 15,442 Apple Hospitality REIT shares in Q2 2026, an estimated $178K.
  • Evergreen Capital Management first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 13 quarters.
  • Evergreen Capital Management's Apple Hospitality REIT position peaked at $598K in Q4 2023.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.