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James Investment Research’s Apple Hospitality REIT APLE Stock Holding History

James Investment Research’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 		$684K Hold
40,668
– – 0.07% 223
2026
Q1 		$468K Buy
40,668
+53
+0.1% +$641 0.05% 261
2025
Q4 		$481K Hold
40,615
– – 0.05% 254
2025
Q3 		$488K Buy
+40,615
New +$502K 0.05% 245

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

James Investment Research's APLE Position: Q2 2026 in Review

James Investment Research held its Apple Hospitality REIT (APLE) position steady in Q2 2026 at 40,668 shares worth $684K. The position accounts for 0.07% of the portfolio, ranked #223.

James Investment Research first reported a position in APLE in Q3 2025 and has held it in 4 quarters since. 368 funds tracked by Wall St. Rank hold APLE as of Q2 2026.

  • James Investment Research held 40,668 shares of Apple Hospitality REIT worth $684K as of Q2 2026.
  • James Investment Research left its Apple Hospitality REIT share count unchanged in Q2 2026.
  • Apple Hospitality REIT made up 0.07% of James Investment Research's portfolio in Q2 2026, its #223 holding.
  • James Investment Research first reported a position in Apple Hospitality REIT in Q3 2025 and has held it in 4 quarters since.
  • 368 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.