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Heartland Advisors’s Apple Hospitality REIT APLE Stock Holding History

Heartland 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
2020
Q2 		– Sell
-311,050
Closed -$2.85M – 207
2020
Q1 		$2.85M Buy
311,050
+52,400
+20% +$688K 0.3% 126
2019
Q4 		$4.2M Buy
258,650
+8,150
+3% +$132K 0.31% 124
2019
Q3 		$4.15M Buy
250,500
+22,500
+10% +$356K 0.32% 130
2019
Q2 		$3.62M Buy
228,000
+78,000
+52% +$1.26M 0.27% 140
2019
Q1 		$2.44M Buy
+150,000
New +$2.4M 0.18% 152

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heartland Advisors's APLE Position: Q2 2020 in Review

Heartland Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2020, closing a stake of 311,050 shares — an estimated $2.85M sold.

Heartland Advisors first reported a position in APLE in Q1 2019 and held it in 5 quarters. The position peaked at $4.2M in Q4 2019. 248 funds tracked by Wall St. Rank hold APLE as of Q2 2020.

  • Heartland Advisors reported no remaining Apple Hospitality REIT position as of Q2 2020 after selling out during the quarter.
  • Heartland Advisors sold 311,050 Apple Hospitality REIT shares in Q2 2020, an estimated $2.85M.
  • Heartland Advisors first reported a position in Apple Hospitality REIT in Q1 2019 and held it in 5 quarters.
  • Heartland Advisors's Apple Hospitality REIT position peaked at $4.2M in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2020.

Based on Heartland Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.