Fortis Group Advisors’s Apple Hospitality REIT APLE Stock Holding History

Fortis Group 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	$60.6K	Sell	3,603 -234	-6%	-$3.35K	0.01%	294
2026 Q1	$44.2K	Buy	3,837 +234	+6%	+$2.83K	0.01%	307
2025 Q4	$42.7K	Hold	3,603	–	–	0.01%	309
2025 Q3	$43.3K	Hold	3,603	–	–	0.01%	264
2025 Q2	$42K	Hold	3,603	–	–	0.01%	251
2025 Q1	$46.5K	Sell	3,603 -746	-17%	-$10.9K	0.01%	216
2024 Q4	$66.8K	Hold	4,349	–	–	0.01%	206
2024 Q3	$64.6K	Hold	4,349	–	–	0.01%	199
2024 Q2	$63.2K	Hold	4,349	–	–	0.01%	196
2024 Q1	$71.2K	Buy	4,349 +1,363	+46%	+$22.3K	0.01%	211
2023 Q4	$49.6K	Buy	2,986 +1,493	+100%	+$24.2K	0.01%	174
2023 Q3	$22.9K	Buy	+1,493	New	+$22.8K	0.01%	176
2020 Q3	$14K	Buy	+1,493	New	+$14.4K	﹤0.01%	262

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fortis Group Advisors's APLE Position: Q2 2026 in Review

Fortis Group Advisors reduced its Apple Hospitality REIT (APLE) stake by 6.1% in Q2 2026, selling an estimated $3.35K and leaving 3,603 shares worth $60.6K. The position accounts for 0.01% of the portfolio, ranked #294.

Fortis Group Advisors first reported a position in APLE in Q3 2020 and has held it in 13 quarters since. The position peaked at $71.2K in Q1 2024. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Fortis Group Advisors held 3,603 shares of Apple Hospitality REIT worth $60.6K as of Q2 2026.
Fortis Group Advisors sold 234 Apple Hospitality REIT shares in Q2 2026, an estimated $3.35K.
Apple Hospitality REIT made up 0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #294 holding.
Fortis Group Advisors first reported a position in Apple Hospitality REIT in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's Apple Hospitality REIT position peaked at $71.2K in Q1 2024.
368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

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