EWA
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EverSource Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

EverSource Wealth Advisors’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 		$27.4K Sell
1,631
-1,472
-47% -$21.1K ﹤0.01% 2207
2026
Q1 		$35.7K Buy
3,103
+705
+29% +$8.53K ﹤0.01% 2136
2025
Q4 		$28.4K Sell
2,398
-550
-19% -$6.45K ﹤0.01% 2149
2025
Q3 		$35.4K Buy
2,948
+116
+4% +$1.43K ﹤0.01% 1956
2025
Q2 		$33K Buy
2,832
+2,640
+1,375% +$31K ﹤0.01% 1910
2025
Q1 		$2.48K Sell
192
-24
-11% -$351 ﹤0.01% 2836
2024
Q4 		$3.32K Buy
216
+138
+177% +$2.14K ﹤0.01% 2521
2024
Q3 		$1.16K Sell
78
-60
-43% -$868 ﹤0.01% 2691
2024
Q2 		$2.04K Buy
138
+35
+34% +$522 ﹤0.01% 2543
2024
Q1 		$1.52K Sell
103
-4
-4% -$65 ﹤0.01% 2461
2023
Q4 		$1.78K Sell
107
-65
-38% -$1.05K ﹤0.01% 2203
2023
Q3 		$2.64K Buy
172
+31
+22% +$474 ﹤0.01% 1929
2023
Q2 		$2.13K Buy
141
+25
+22% +$379 ﹤0.01% 2003
2023
Q1 		$1.8K Sell
116
-140
-55% -$2.29K ﹤0.01% 1964
2022
Q4 		$4.04K Hold
256
– – ﹤0.01% 1687
2022
Q3 		$4K Sell
256
-76
-23% -$1.21K ﹤0.01% 1409
2022
Q2 		$5K Sell
332
-25
-7% -$413 ﹤0.01% 1237
2022
Q1 		$6K Hold
357
– – ﹤0.01% 1162
2021
Q4 		$6K Buy
+357
New +$5.65K ﹤0.01% 1159

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

EverSource Wealth Advisors's APLE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Apple Hospitality REIT (APLE) stake by 47% in Q2 2026, selling an estimated $21.1K and leaving 1,631 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

EverSource Wealth Advisors first reported a position in APLE in Q4 2021 and has held it in 19 quarters since. The position peaked at $35.7K in Q1 2026. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • EverSource Wealth Advisors held 1,631 shares of Apple Hospitality REIT worth $27.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,472 Apple Hospitality REIT shares in Q2 2026, an estimated $21.1K.
  • Apple Hospitality REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2207 holding.
  • EverSource Wealth Advisors first reported a position in Apple Hospitality REIT in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Apple Hospitality REIT position peaked at $35.7K in Q1 2026.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.