Janney Montgomery Scott
APLE icon

Janney Montgomery Scott’s Apple Hospitality REIT APLE Stock Holding History

Janney Montgomery Scott’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 		$169K Buy
10,488
+211
+2% +$3.42K ﹤0.01% 3048
2026
Q2 		$173K Buy
10,277
+41
+0.4% +$586 ﹤0.01% 3017
2026
Q1 		$118K Hold
10,236
– – ﹤0.01% 2691
2025
Q4 		$121K Sell
10,236
-1,037
-9% -$12.2K ﹤0.01% 2856
2025
Q3 		$135K Sell
11,273
-1,008
-8% -$12.5K ﹤0.01% 2783
2025
Q2 		$143K Buy
+12,281
New +$144K ﹤0.01% 2608
2021
Q4 		– Sell
-10,681
Closed -$168K – 2361
2021
Q3 		$168K Buy
+10,681
New +$160K ﹤0.01% 2186
2020
Q2 		– Sell
-12,179
Closed -$112K – 1989
2020
Q1 		$112K Sell
12,179
-24,192
-67% -$318K ﹤0.01% 1770
2019
Q4 		$591K Buy
36,371
+13,306
+58% +$215K ﹤0.01% 1336
2019
Q3 		$382K Sell
23,065
-13,750
-37% -$218K ﹤0.01% 1549
2019
Q2 		$584K Buy
36,815
+13,447
+58% +$218K ﹤0.01% 1336
2019
Q1 		$381K Buy
23,368
+12
+0.1% +$192 ﹤0.01% 1537
2018
Q4 		$333K Sell
23,356
-186
-0.8% -$2.96K ﹤0.01% 1502
2018
Q3 		$412K Buy
23,542
+310
+1% +$5.5K ﹤0.01% 1533
2018
Q2 		$415K Sell
23,232
-2,795
-11% -$51.1K ﹤0.01% 1489
2018
Q1 		$457K Buy
26,027
+4
+0% +$73 ﹤0.01% 1373
2017
Q4 		$510K Sell
26,023
-496
-2% -$9.6K 0.01% 1294
2017
Q3 		$501K Buy
26,519
+4
+0% +$73 0.01% 1254
2017
Q2 		$496K Sell
26,515
-28
-0.1% -$531 0.01% 1179
2017
Q1 		$507K Buy
26,543
+5,036
+23% +$99.3K 0.01% 1149
2016
Q4 		$430K Buy
+21,507
New +$400K 0.01% 1145

Other funds holding APLE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Janney Montgomery Scott's APLE Position: Q3 2026 in Review

Janney Montgomery Scott increased its Apple Hospitality REIT (APLE) stake by 2.1% in Q3 2026, buying an estimated $3.42K and bringing the position to 10,488 shares worth $169K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Janney Montgomery Scott first reported a position in APLE in Q4 2016 and has held it in 21 quarters since. The position peaked at $591K in Q4 2019. 257 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • Janney Montgomery Scott held 10,488 shares of Apple Hospitality REIT worth $169K as of Q3 2026.
  • Janney Montgomery Scott bought 211 Apple Hospitality REIT shares in Q3 2026, an estimated $3.42K.
  • Apple Hospitality REIT made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #3048 holding.
  • Janney Montgomery Scott first reported a position in Apple Hospitality REIT in Q4 2016 and has held it in 21 quarters since.
  • Janney Montgomery Scott's Apple Hospitality REIT position peaked at $591K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.