JFS Wealth Advisors
APLE icon

JFS Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

JFS Wealth Advisors’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 		$485 Hold
30
– – ﹤0.01% 1910
2026
Q2 		$507 Buy
+30
New +$429 ﹤0.01% 1950

Other funds holding APLE

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Columbus Macro
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

JFS Wealth Advisors's APLE Position: Q3 2026 in Review

JFS Wealth Advisors held its Apple Hospitality REIT (APLE) position steady in Q3 2026 at 30 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

JFS Wealth Advisors first reported a position in APLE in Q2 2026 and has held it in 2 quarters since. The position peaked at $507 in Q2 2026. 163 funds tracked by Wall St. Rank hold APLE as of Q3 2026.

  • JFS Wealth Advisors held 30 shares of Apple Hospitality REIT worth $485 as of Q3 2026.
  • JFS Wealth Advisors left its Apple Hospitality REIT share count unchanged in Q3 2026.
  • Apple Hospitality REIT made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #1910 holding.
  • JFS Wealth Advisors first reported a position in Apple Hospitality REIT in Q2 2026 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Apple Hospitality REIT position peaked at $507 in Q2 2026.
  • 163 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.