Jacobs Levy Equity Management
APLE icon

Jacobs Levy Equity Management’s Apple Hospitality REIT APLE Stock Holding History

Jacobs Levy Equity 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
2025
Q3 		– Sell
-616,664
Closed -$7.2M – 965
2025
Q2 		$7.2M Sell
616,664
-84,716
-12% -$994K 0.03% 363
2025
Q1 		$9.05M Buy
+701,380
New +$10.3M 0.04% 354
2023
Q4 		– Sell
-498,113
Closed -$7.64M – 971
2023
Q3 		$7.64M Sell
498,113
-2,920
-0.6% -$44.7K 0.05% 301
2023
Q2 		$7.57M Buy
501,033
+860
+0.2% +$13K 0.04% 317
2023
Q1 		$7.76M Sell
500,173
-65,021
-12% -$1.06M 0.05% 324
2022
Q4 		$8.92M Sell
565,194
-28,621
-5% -$462K 0.06% 299
2022
Q3 		$8.35M Sell
593,815
-671,127
-53% -$10.6M 0.07% 293
2022
Q2 		$18.6M Sell
1,264,942
-29,727
-2% -$492K 0.14% 176
2022
Q1 		$23.3M Sell
1,294,669
-131,447
-9% -$2.25M 0.16% 162
2021
Q4 		$23M Buy
1,426,116
+141,087
+11% +$2.23M 0.15% 159
2021
Q3 		$20.2M Buy
+1,285,029
New +$19.3M 0.14% 185

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jacobs Levy Equity Management's APLE Position: Q3 2025 in Review

Jacobs Levy Equity Management sold out of Apple Hospitality REIT (APLE) in Q3 2025, closing a stake of 616,664 shares — an estimated $7.2M sold.

Jacobs Levy Equity Management first reported a position in APLE in Q3 2021 and held it in 11 quarters. The position peaked at $23.3M in Q1 2022. 336 funds tracked by Wall St. Rank hold APLE as of Q3 2025.

  • Jacobs Levy Equity Management reported no remaining Apple Hospitality REIT position as of Q3 2025 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 616,664 Apple Hospitality REIT shares in Q3 2025, an estimated $7.2M.
  • Jacobs Levy Equity Management first reported a position in Apple Hospitality REIT in Q3 2021 and held it in 11 quarters.
  • Jacobs Levy Equity Management's Apple Hospitality REIT position peaked at $23.3M in Q1 2022.
  • 336 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2025.

Based on Jacobs Levy Equity Management's 13F filing for Q3 2025, filed 17 Nov 2025.