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

HB 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
Q2 		$242K Buy
14,418
+2,786
+24% +$39.8K ﹤0.01% 1491
2026
Q1 		$134K Buy
+11,632
New +$141K ﹤0.01% 1476

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

HB Wealth Management's APLE Position: Q2 2026 in Review

HB Wealth Management increased its Apple Hospitality REIT (APLE) stake by 24% in Q2 2026, buying an estimated $39.8K and bringing the position to 14,418 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

HB Wealth Management first reported a position in APLE in Q1 2026 and has held it in 2 quarters since. 347 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • HB Wealth Management held 14,418 shares of Apple Hospitality REIT worth $242K as of Q2 2026.
  • HB Wealth Management bought 2,786 Apple Hospitality REIT shares in Q2 2026, an estimated $39.8K.
  • Apple Hospitality REIT made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1491 holding.
  • HB Wealth Management first reported a position in Apple Hospitality REIT in Q1 2026 and has held it in 2 quarters since.
  • 347 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.