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Evolve Private Wealth’s Apple Hospitality REIT APLE Stock Holding History

Evolve Private Wealth’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 		$710K Buy
42,042
+1,766
+4% +$25.3K 0.04% 390
2026
Q1 		$464K Buy
40,276
+4,890
+14% +$59.1K 0.02% 608
2025
Q4 		$422K Buy
+35,386
New +$415K 0.03% 596

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

Evolve Private Wealth's APLE Position: Q2 2026 in Review

Evolve Private Wealth increased its Apple Hospitality REIT (APLE) stake by 4.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 42,042 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #390.

Evolve Private Wealth first reported a position in APLE in Q4 2025 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • Evolve Private Wealth held 42,042 shares of Apple Hospitality REIT worth $710K as of Q2 2026.
  • Evolve Private Wealth bought 1,766 Apple Hospitality REIT shares in Q2 2026, an estimated $25.3K.
  • Apple Hospitality REIT made up 0.04% of Evolve Private Wealth's portfolio in Q2 2026, its #390 holding.
  • Evolve Private Wealth first reported a position in Apple Hospitality REIT in Q4 2025 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.