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Independent Financial Group’s Apple Hospitality REIT APLE Stock Holding History

Independent Financial Group’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
Q4 		– Sell
-46,758
Closed -$449K – 567
2020
Q3 		$449K Sell
46,758
-101
-0.2% -$973 0.08% 265
2020
Q2 		$453K Hold
46,859
– – 0.1% 239
2020
Q1 		$430K Buy
+46,859
New +$615K 0.13% 195

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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's APLE Position: Q4 2020 in Review

Independent Financial Group sold out of Apple Hospitality REIT (APLE) in Q4 2020, closing a stake of 46,758 shares — an estimated $449K sold.

Independent Financial Group first reported a position in APLE in Q1 2020 and held it in 3 quarters. The position peaked at $453K in Q2 2020. 247 funds tracked by Wall St. Rank hold APLE as of Q4 2020.

  • Independent Financial Group reported no remaining Apple Hospitality REIT position as of Q4 2020 after selling out during the quarter.
  • Independent Financial Group sold 46,758 Apple Hospitality REIT shares in Q4 2020, an estimated $449K.
  • Independent Financial Group first reported a position in Apple Hospitality REIT in Q1 2020 and held it in 3 quarters.
  • Independent Financial Group's Apple Hospitality REIT position peaked at $453K in Q2 2020.
  • 247 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2020.

Based on Independent Financial Group's 13F filing for Q4 2020, filed 15 Jun 2026.