Integrated Wealth Concepts’s Apple Hospitality REIT APLE Stock Holding History

Integrated Wealth Concepts’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	$148K	Buy	+8,797	New	+$126K	﹤0.01%	2533

Other funds holding APLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Concepts's APLE Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Apple Hospitality REIT (APLE) in Q2 2026: 8,797 shares worth $148K. The stake represents ﹤0.01% of the portfolio and ranks #2533 among its holdings.

368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

Integrated Wealth Concepts held 8,797 shares of Apple Hospitality REIT worth $148K as of Q2 2026.
Apple Hospitality REIT was a new Integrated Wealth Concepts position in Q2 2026.
Apple Hospitality REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2533 holding.
368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.