Isthmus Partners’s Apple Hospitality REIT APLE Stock Holding History

Isthmus Partners’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	$1.54M	Sell	95,046 -157,508	-62%	-$2.55M	0.15%	120
2026 Q2	$4.25M	Buy	252,554 +1,325	+0.5%	+$18.9K	0.41%	67
2026 Q1	$2.89M	Sell	251,229 -109	-0%	-$1.32K	0.3%	89
2025 Q4	$2.98M	Sell	251,338 -2,913	-1%	-$34.2K	0.33%	83
2025 Q3	$3.05K	Buy	254,251 +24,788	+11%	+$306K	﹤0.01%	162
2025 Q2	$2.68M	Buy	229,463 +28,640	+14%	+$336K	0.31%	83
2025 Q1	$2.59M	Buy	200,823 +919	+0.5%	+$13.4K	0.32%	78
2024 Q4	$3.07M	Buy	+199,904	New	+$3.1M	0.37%	73

Other funds holding APLE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Isthmus Partners's APLE Position: Q3 2026 in Review

Isthmus Partners reduced its Apple Hospitality REIT (APLE) stake by 62% in Q3 2026, selling an estimated $2.55M and leaving 95,046 shares worth $1.54M. The position accounts for 0.15% of the portfolio, ranked #120.

Isthmus Partners first reported a position in APLE in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.25M in Q2 2026. 208 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

Isthmus Partners held 95,046 shares of Apple Hospitality REIT worth $1.54M as of Q3 2026.
Isthmus Partners sold 157,508 Apple Hospitality REIT shares in Q3 2026, an estimated $2.55M.
Apple Hospitality REIT made up 0.15% of Isthmus Partners's portfolio in Q3 2026, its #120 holding.
Isthmus Partners first reported a position in Apple Hospitality REIT in Q4 2024 and has held it in 8 quarters since.
Isthmus Partners's Apple Hospitality REIT position peaked at $4.25M in Q2 2026.
208 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Isthmus Partners's 13F filing for Q3 2026, filed 21 Oct 2026.