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Gilpin Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Gilpin Wealth 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
Q3 		$615 Hold
38
– – ﹤0.01% 780
2026
Q2 		$639 Hold
38
– – ﹤0.01% 598
2026
Q1 		$438 Buy
38
+20
+111% +$242 ﹤0.01% 654
2025
Q4 		$214 Buy
+18
New +$211 ﹤0.01% 641

Other funds holding APLE

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Gilpin Wealth Management's APLE Position: Q3 2026 in Review

Gilpin Wealth Management held its Apple Hospitality REIT (APLE) position steady in Q3 2026 at 38 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Gilpin Wealth Management first reported a position in APLE in Q4 2025 and has held it in 4 quarters since. The position peaked at $639 in Q2 2026. 16 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Gilpin Wealth Management held 38 shares of Apple Hospitality REIT worth $615 as of Q3 2026.
  • Gilpin Wealth Management left its Apple Hospitality REIT share count unchanged in Q3 2026.
  • Apple Hospitality REIT made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #780 holding.
  • Gilpin Wealth Management first reported a position in Apple Hospitality REIT in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's Apple Hospitality REIT position peaked at $639 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.