Forward Management’s Apple Hospitality REIT APLE Stock Holding History

Forward 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
2022 Q4	–	Sell	-465,000	Closed	-$6.54M	–	4
2022 Q3	$6.54M	Buy	465,000 +163,588	+54%	+$2.6M	0.72%	9
2022 Q2	$4.42M	Buy	301,412 +101,412	+51%	+$1.68M	0.48%	16
2022 Q1	$3.59M	Sell	200,000 -75,000	-27%	-$1.28M	0.37%	19
2021 Q4	$4.44M	Sell	275,000 -55,000	-17%	-$870K	0.43%	18
2021 Q3	$5.19M	Buy	330,000 +106,100	+47%	+$1.59M	0.55%	10
2021 Q2	$3.42M	Buy	+223,900	New	+$3.48M	0.38%	14
2020 Q2	–	Sell	-80	Closed	-$1K	–	36
2020 Q1	$1K	Sell	80 -588,000	-100%	-$7.72M	﹤0.01%	44
2019 Q4	$9.56M	Hold	588,080	–	–	1.46%	16
2019 Q3	$9.75M	Sell	588,080 -3,000	-0.5%	-$47.5K	1.48%	15
2019 Q2	$9.37M	Buy	591,080 +125,900	+27%	+$2.04M	1.66%	17
2019 Q1	$7.58M	Hold	465,180	–	–	1.13%	19
2018 Q4	$6.63M	Buy	465,180 +80	+0%	+$1.27K	2.04%	18
2018 Q3	$8.13M	Buy	+465,100	New	+$8.26M	1.38%	19

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forward Management's APLE Position: Q4 2022 in Review

Forward Management sold out of Apple Hospitality REIT (APLE) in Q4 2022, closing a stake of 465,000 shares — an estimated $6.54M sold.

Forward Management first reported a position in APLE in Q3 2018 and held it in 13 quarters. The position peaked at $9.75M in Q3 2019. 294 funds tracked by Wall St. Rank hold APLE as of Q4 2022.

Forward Management reported no remaining Apple Hospitality REIT position as of Q4 2022 after selling out during the quarter.
Forward Management sold 465,000 Apple Hospitality REIT shares in Q4 2022, an estimated $6.54M.
Forward Management first reported a position in Apple Hospitality REIT in Q3 2018 and held it in 13 quarters.
Forward Management's Apple Hospitality REIT position peaked at $9.75M in Q3 2019.
294 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2022.

Based on Forward Management's 13F filing for Q4 2022.